Client Service Associate (Wealth Management)

NPAworldwide; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary with bonus

401(k) with employer match

Healthcare benefits

Paid time off

Work-life balance

Collaborative culture

Career growth opportunities

Job summary

NPAworldwide's Houston-based wealth management client seeks a Client Service Associate (RIA) to join the client experience team on-site in the Galleria area. You will open accounts, handle transfers, update records, and support daily operations while delivering a high-touch, client-first service.

This is a non-advisory, highly visible role that partners with advisors and a Director of Operations. The firm offers competitive pay with bonus, a 401(k) match, comprehensive benefits, generous PTO,

Qualifications

• 3 to 10 years of experience supporting financial advisors
• Strong communication and professional client-focused demeanor
• High attention to detail with strong follow-through
• Ability to manage multiple priorities in a fast-paced environment
• Tech-savvy with CRM and custodian platforms (Schwab a plus)

Responsibilities

• Open new client accounts and assist with ACAT transfers
• Facilitate money movements (wires, ACH, distributions, and RMDs)
• Coordinate and process trade instructions under advisor direction
• Update client records including beneficiaries and banking details
• Prepare and follow through on custodial paperwork
• Communicate with custodians to resolve issues and complete transactions
• Maintain accurate data within CRM and custodian platforms
• Partner with advisors and team to ensure high-quality client experience

Skills

Client service

Communication

Attention to detail

Time management

Team-oriented

Tools

CRM systems

Custodian platforms

Schwab experience

Job description

Job Description

Client Service Associate (RIA)

Location: Houston, TX (Galleria area, On-site)

Industry: Wealth Management

Salary: $80k to $120k doe, plus bonus

Our client is a Houston-based, boutique private wealth management firm overseeing over $850 million in client assets. As a fee-only fiduciary, the firm is deeply committed to putting clients first, delivering thoughtful, retirement-focused investment management and planning services. With more than 80% of clients in retirement, the team has built its reputation on exceptional service, meaningful relationships, and a genuine commitment to care.

Just as importantly, this is a firm that values its people. The culture is collaborative, supportive, and team-oriented, where individuals are trusted, respected, and given the opportunity to grow. It is an environment where your contributions are recognized, your ideas are welcomed, and you can build a long-term career while making a real impact.

About the CSA Role

The Client Service Associate is a key member of the firms client experience team, playing an important role in delivering a seamless, responsive, and high-touch experience. This is a highly visible position where you will interact directly with clients, support their needs, and help manage the day-to-day operations that keep relationships running smoothly. It is a great opportunity for someone who enjoys both the operational side of wealth management and the personal connection that comes with supporting clients and being part of a close-knit team.

You will work closely with and be trained by an experienced Director of Operations, gaining hands-on exposure to all aspects of client service and operations. This role is centered around managing the details that matter most, opening accounts, facilitating transactions, handling documentation, and maintaining accurate client records. While this is not an advisory role, it plays a critical part in building trust and delivering an exceptional client experience.

Key Responsibilities Of The CSA Role

• Open new client accounts and assist with ACAT transfers
• Facilitate money movements, including wires, ACH, distributions, and RMDs
• Coordinate and process trade instructions under advisor direction
• Update client records, including beneficiaries, banking details, and contact information
• Prepare and follow through on custodial paperwork
• Communicate with custodians to resolve issues and complete transactions
• Maintain accurate data within CRM and custodian platforms
• Partner closely with advisors and team members to ensure a consistent, high-quality client experience

Qualifications

• 3 to 10 years of relevant experience supporting financial advisors
• Strong communication skills and a professional, client-focused demeanor
• High attention to detail with strong follow-through
• Ability to manage multiple priorities in a fast-paced environment
• Tech-savvy, comfortable learning and navigating CRM systems and custodian platforms (experience with Schwab is a plus)
• High integrity, discretion, and a genuine commitment to client care
• A passion for what you do with a team-oriented mindset

Why Is This a Great Opportunity

What Our Amazing Client Offers:

• Competitive base salary with a meaningful performance-based bonus opportunity
• 401(k) with 3% employer match to support your long-term financial goals
• Comprehensive healthcare benefits
• Generous paid time off, including 4 weeks of vacation plus 9 market-aligned holidays
• True commitment to work-life balance
• Collaborative, team-oriented environment where your ideas are heard and valued
• Supportive, family-oriented culture that genuinely prioritizes its people
• Clear path for long-term growth with a respected and steadily growing firm