Registered Private Client Associate — Grow Relationships

Forty-Five Group; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid parental leave

Generous paid time off

Referral bonus of $2,000 (eligible)

Employee ownership

Professional development assistance

Job summary

Forty-Five Group, a boutique executive search firm based in Houston, TX, is actively interviewing for a Registered Private Client Associate. You will assist in administering, marketing, and growing client relationships, working closely with Financial Advisors to enhance and expand their business.

This role demands strong client service, communication, initiative, and teamwork, with opportunities to lead productivity-based campaigns and handle occasional operational duties.

Qualifications

• Customer service and relationship-building demonstrated in client-facing roles.
• Clear, accurate client communications via phone and email.
• Proactive use of technology to support FA campaigns and time management.

Responsibilities

• Assist in administering, marketing and growing client relationships with Financial Advisors to enhance business.
• Perform operational responsibilities as needed to support branch activities.

Skills

Customer service

Communication

Initiative

Building relationships

Education

High School diploma

Associate’s or Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

Forty-Five Group, a boutique executive search firm based in Houston, TX, is actively interviewing for a Registered Private Client Associate. You will assist in administering, marketing, and growing client relationships, working closely with Financial Advisors to enhance and expand their business.

This role demands strong client service, communication, initiative, and teamwork, with opportunities to lead productivity-based campaigns and handle occasional operational duties.