Hybrid Client Services Associate in Wealth Management

Brownlee Wealth Management; Houston (TX); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Retirement plan with match

Unlimited vacation

MacBook provided

Job summary

Brownlee Wealth Management, a Houston-based fee-only financial planning firm, seeks a Client Service Associate to support wealth advisors and clients. The role begins in the back office and grows toward advising and relationship management.

Responsibilities include onboarding, account maintenance, and custodial relationships with Schwab and Fidelity, plus data management in CRM and client portals. Hybrid office schedule offered with strong growth potential.

Qualifications

• 0–3 years of industry experience with a financial services firm.
• Located in Houston, TX.
• Interest in growing in the profession.
• Experience or interest in learning Orion and custodial platforms (Schwab, Fidelity).
• Hands-on in onboarding, client data, and reporting workflows.

Responsibilities

• Assist advisory team with scheduling, prep, and follow-up.
• Own onboarding process for new clients and accounts.
• Manage custodial relationships with Schwab and Fidelity.
• Maintain client portal (eMoney) and reporting (Orion).
• Manage client service calendar and proactive communications.
• Ensure data continuity across CRM, folders, and portal.
• Draft policies with COO to improve workflows.

Skills

Client service mindset

Project coordination

Independent work

Team player

Curiosity

Tools

Orion Advisor Services

CRM systems

Job description

Brownlee Wealth Management, a Houston-based fee-only financial planning firm, seeks a Client Service Associate to support wealth advisors and clients. The role begins in the back office and grows toward advising and relationship management.

Responsibilities include onboarding, account maintenance, and custodial relationships with Schwab and Fidelity, plus data management in CRM and client portals. Hybrid office schedule offered with strong growth potential.