Elite Client Services Advisor for Wealth Management

Boutique Recruiting; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Boutique Recruiting in Houston seeks a Client Service Advisor to support high-net-worth clients in a wealth management setting. You will coordinate account openings, manage complex ownership structures, and prepare for client meetings while coordinating with advisors, custodians and carriers to ensure an exceptional client experience.

The role emphasizes organization, accuracy, and proactive client service, with opportunities for growth within a collaborative firm focused on professional

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field.
• 1–3 years experience in an RIA, wealth management or financial advisory practice.
• Experience supporting high-net-worth individuals and families.
• Knowledge of opening and funding accounts with trusts and complex structures.
• Series 65/7/66 license preferred.
• Experience with CRM, portfolio management and document management systems; Salesforce preferred.

Responsibilities

• Serve as primary contact for client service requests and account inquiries.
• Prepare materials for client review meetings.
• Open, maintain, and service investment and advisory accounts across multiple registration types.
• Process paperwork for advisory accounts, financial plans, policies and annuities.
• Coordinate account transfers, rollovers, wires, ACATs, EFTs and other transactions.
• Support underwriting of new insurance policies with carriers and providers.
• Update client information, beneficiaries and powers of attorney.
• Monitor custodian alerts and resolve issues.
• Document client interactions in Salesforce CRM.
• Assist clients with online access and account login requests.
• Maintain organized electronic files and ensure compliance.
• Collaborate with advisors and team on client experience.

Skills

Client service

Organization

Attention to detail

Communication

Team player

Professional presence

Follow-through

Education

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

Tools

Salesforce

CRM systems

Schwab custodial platform

Job description

Boutique Recruiting in Houston seeks a Client Service Advisor to support high-net-worth clients in a wealth management setting. You will coordinate account openings, manage complex ownership structures, and prepare for client meetings while coordinating with advisors, custodians and carriers to ensure an exceptional client experience.

The role emphasizes organization, accuracy, and proactive client service, with opportunities for growth within a collaborative firm focused on professional