Client Services Associate

KDK Private Wealth Management; Houston (TX); On-site; USD 48,000 - 62,000; Full time

Job summary

KDK Private Wealth Management in Houston, TX is seeking a Client Services Associate to support advisors and clients with day-to-day service tasks in a wealth management setting. The role focuses on account opening and maintenance, documentation processing, and timely client inquiries handling.

You will coordinate with custodians and financial institutions, prepare client reports and meeting materials, and maintain accurate records while onboarding new clients.

Qualifications

• Must have strong client services skills to support a high-touch advisory environment.
• Strong communication to interact clearly and professionally with clients, advisors, and external partners.
• Experience in managing inquiries, resolving issues, and following through on service requests.
• Foundational finance knowledge to understand investment accounts and wealth planning concepts.
• Excellent organizational and data-entry accuracy in documentation.

Responsibilities

• Manage day-to-day service requests, including account opening and maintenance.
• Coordinate with custodians and financial institutions.
• Prepare client reports and meeting materials.
• Track follow-ups to ensure timely resolution of service issues.
• Maintain accurate client records and assist onboarding new clients.

Skills

Client Services

Customer Service

Communication Skills

Finance Knowledge

Time Management

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

Microsoft Office

CRM Software

Job description

Company Description

KDK Private Wealth Management (KDK PWM) is an SEC registered investment advisor based in Houston, Texas. The firm provides independent, highly tailored wealth planning and investment advice within a multi-family office environment. KDK PWM focuses on multi-generational, long-term relationships, personalized solutions, and a high standard of fiduciary care. Additional information about KDK PWM, including registration status, fees, and services, is available on the SEC’s website at www.adviserinfo.sec.gov.

Role Description

The Client Services Associate is a full-time, on-site role based in Houston, TX. This position supports advisors and clients by managing day-to-day service requests, including account opening and maintenance, documentation processing, and responding to client inquiries. The role involves coordinating with custodians and other financial institutions, preparing client reports and meeting materials, and tracking follow-ups to ensure timely resolution of service issues. The Client Services Associate will maintain accurate client records, assist with onboarding new clients, and help refine service processes to enhance the client experience. This role requires a professional demeanor, discretion, and a strong commitment to delivering responsive, high-quality service in a wealth management environment.

Qualifications

• Candidates should possess strong Client Services and Customer Service skills to support a high-touch, relationship-driven advisory environment.
• Candidates should possess effective Communication skills to interact clearly and professionally with clients, advisors, and external partners.
• Candidates should possess Customer Support skills to manage inquiries, resolve issues, and follow through on service requests.
• Candidates should possess foundational Finance knowledge to understand investment accounts, transactions, and wealth planning concepts.
• Strong organizational and time-management abilities, with attention to detail and accuracy in documentation and data entry.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and comfort with financial and CRM software systems.
• Ability to work collaboratively in an on-site team setting, maintain confidentiality, and exercise sound judgment.
• Preferred: Prior experience in wealth management, financial services, or a client-facing professional services role; bachelor’s degree in Finance, Business, Economics, or a related field.