Private Wealth Client Associate

K | H Private Wealth; Plano (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

K|H Private Wealth is seeking a Client Service Associate to support our advisory team and deliver an exceptional client experience. You will handle client requests, account administration, and meeting preparation in a small, responsive team.

The role emphasizes organization, discretion, and proactive communication as you coordinate with advisors and external partners to ensure timely, accurate service.

Qualifications

• 3+ years of relevant client service experience preferred, ideally in wealth management or high-touch professional environments.
• Strong written and verbal communication skills are essential.
• Excellent organization and attention to detail are required.
• Professional demeanor and strong interpersonal skills are important.
• Ability to manage multiple priorities in a busy setting.
• Strong judgment and discretion are necessary.

Responsibilities

• Provide professional and responsive support to clients.
• Assist with account maintenance, transfers, and client requests.
• Communicate with clients regarding documents, signatures, and updates.
• Coordinate with partners to resolve client needs and track requests.
• Prepare materials for client meetings and organize meeting documents.
• Help advisors stay organized across client and firm priorities.
• Maintain CRM and firm systems with accurate information.
• Support firm activities and vendor coordination.

Skills

Client service

Communication

Organization

Discretion/Judgment

Team collaboration

Technical aptitude

Education

Bachelor's degree completed

Job description

K|H Private Wealth is an independent, boutique wealth management firm serving successful business owners, executives, and families with complex financial lives.

Our work extends well beyond investment management. We help clients coordinate the financial decisions surrounding their wealth, including financial planning, investment strategy, retirement, estate planning, tax considerations, risk management, charitable giving, business decisions, and multigenerational wealth planning. As an independent firm operating on an open-architecture platform, we are not tied to proprietary products, which allows our advice to stay centered on what is right for each client.

We are a small, highly engaged team with an active day-to-day environment. Because of our size, every team member has meaningful responsibility and exposure to multiple areas of the business. We work closely together, communicate throughout the day, and place a high value on responsiveness, attention to detail, follow-through, and exceptional client service.

POSITION OVERVIEW

K|H Private Wealth is seeking a Client Service Associate to support our advisory team and help deliver an exceptional experience to our clients. We are looking for someone who is highly organized, professional, service-oriented, curious, and eager to learn.

KEY RESPONSIBILITIES

Client Service & Account Administration

• Provide professional and responsive support to K|H Private Wealth clients.
• Assist with new accounts, account maintenance, transfers, money movements, beneficiary changes, and other client requests.
• Communicate with clients regarding documents, signatures, account updates, and outstanding items.
• Coordinate with other business partners to process and resolve client needs.
• Track client requests from initiation through completion.
• Maintain accurate client information and documentation.
• Handle confidential financial and personal information with discretion.
• Prepare materials and information for client meetings.
• Organize agendas, documents, account information, and outstanding action items.
• Coordinate meeting schedules and advisor calendars.
• Assist with post-meeting follow-up and track responsibilities through completion.
• Follow up after client meetings to ensure commitments and action items are completed on time.
• Prepare correspondence, documents, and meeting materials.
• Help advisors stay organized across client and firm priorities.

Firm Support

As part of a small team, this position will also contribute to the broader activities of the firm, including:

• Maintaining information within the firm's CRM and technology systems.
• Assisting with internal projects and process improvements.
• Coordinating with outside vendors and professional partners.
• Supporting client events, business development initiatives, marketing projects, and other firm activities.
• Helping identify outstanding items and ensuring important responsibilities do not fall through the cracks.

QUALIFICATIONS

• Bachelor's degree completed.
• 3+ years of relevant client service experience preferred, ideally within wealth management, financial services, or another high-touch professional environment.
• Strong written and verbal communication skills.
• Excellent organization and attention to detail.
• Professional demeanor and strong interpersonal skills.
• Ability to manage multiple priorities in an active environment.
• Strong judgment and discretion.
• Comfortable learning new technology and systems.
• Self-motivated, dependable, and willing to take initiative.
• Ability to work effectively as part of a small team.

WHAT WE LOOK FOR

We are looking for someone who:

• Takes ownership and follows through.
• Learns quickly and asks thoughtful questions.
• Notices details others may miss.
• Communicates professionally and confidently.
• Enjoys helping clients and teammates.
• Is comfortable when priorities change throughout the day.
• Looks ahead and anticipates what may need attention next.
• Brings energy and enthusiasm to the team every day.
• Wants to grow and take on greater responsibility over time.