Client Services Associate — Wealth Management Experience

Bogart Wealth; Houston (TX); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Paid health benefits

Bonus program

Paid Time Off

401(k) company match

Job summary

Bogart Wealth in Houston or The Woodlands is seeking a Client Service Associate to deliver a first-class client experience. This relationship-oriented, detail-driven role blends client interaction with operational excellence.

You will be a key contact for clients and internal teams, handling account administration, paperwork, and CRM/custodial data. The position fosters collaboration with advisors and supports firm initiatives while growing professionally.

Qualifications

• Client-focused with a genuine desire to help people.
• Self-motivated, organized, and detail oriented.
• Strong communication and teamwork abilities.

Responsibilities

• Serve as a primary point of contact for client service requests and inquiries
• Support clients with account administration and ongoing service needs
• Prepare, process, and track new account paperwork and maintenance requests
• Maintain prospect and up-to-date client information and documentation in all existing databases (CRM and Custodial platforms)
• Coordinate money movements, account updates, and client documentation
• Partner closely with advisors and other team members to ensure timely follow-through on client needs
• Identify opportunities to improve workflows and enhance the client experience
• Lead and support special projects and firm initiatives as needed

Skills

Client service

Relationship building

Attention to detail

Organizational skills

Communication skills

MS Office

Team collaboration

Discretion

Tools

Salesforce

CRM platforms

Microsoft Excel

Job description

Bogart Wealth in Houston or The Woodlands is seeking a Client Service Associate to deliver a first-class client experience. This relationship-oriented, detail-driven role blends client interaction with operational excellence.

You will be a key contact for clients and internal teams, handling account administration, paperwork, and CRM/custodial data. The position fosters collaboration with advisors and supports firm initiatives while growing professionally.