Relationship Manager & Operations Associate

Icon Wealth Partners; Houston (TX); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Icon Wealth Partners in Houston, TX, seeks a Relationship Manager & Operations Associate to support client relationships and day-to-day operations. You will prepare meeting materials, respond to client inquiries, and coordinate account openings, transfers, and updates.

Responsibilities include data entry, document processing, trade follow-up, and maintaining client records. Collaborate with advisors to ensure timely service and compliance.

Formación

• Strong client service and relationship management skills.
• Organizational and operational abilities with attention to detail.
• Analytical and problem-solving skills with data review.
• Experience with office productivity software and CRM systems.

Responsabilidades

• Prepare meeting materials and respond to client inquiries.
• Coordinate account openings, transfers, and updates.
• Oversee data entry, document processing, and trade follow-up.
• Maintain accurate client records in firm systems.
• Collaborate with advisors to fulfill client service requests.
• Monitor deadlines and ensure smooth client experience.
• Assist with compliance-related documentation and internal reporting.
• Contribute to process improvements for efficiency.

Conocimientos

Client service

Relationship management

Communication

Active listening

Organizational skills

Time management

CRM systems

Office productivity tools

Educación

Bachelor’s degree in finance, business, economics, or related field

Herramientas

Excel

Word

PowerPoint

Portfolio management platforms

Descripción del empleo

Company Description

Icon Wealth Partners is an independent investment advisory and wealth management firm based in Houston, TX, serving a select group of individuals and families. The firm specializes in managing the complexities of significant wealth creation and generational wealth transfers. Clients benefit from curated investment opportunities and personalized wealth strategies designed to help realize their wealth’s full potential. Icon Wealth Partners emphasizes high-touch service, disciplined investment guidance, and long-term relationships built on trust and transparency.

Role Description

The Relationship Manager & Operations Associate is a full-time, on-site role located in Houston, TX. This position supports client relationship management by preparing meeting materials, responding to client inquiries, and coordinating account openings, transfers, and updates. The role also oversees day-to-day operational workflows, including data entry, document processing, trade and transaction follow-up, and maintaining accurate client records in firm systems. The individual will collaborate closely with advisors to execute client service requests, monitor deadlines, and ensure a smooth client experience. Additional responsibilities may include assisting with compliance-related documentation, preparing reports and summaries for internal review, and contributing to process improvements that enhance operational efficiency and client satisfaction.

Qualifications

• Candidates should possess strong client service and relationship management skills, including clear communication, active listening, and a professional, empathetic approach to client interactions.
• Candidates should possess organizational and operational skills, such as attention to detail, time management, ability to handle multiple tasks, and proficiency in managing workflows and documentation.
• Candidates should possess analytical and problem-solving skills, including comfort with data review, basic financial concepts, and the ability to identify and resolve issues in coordination with advisors and custodians.
• Candidates should possess technical skills relevant to an advisory practice, including proficiency with office productivity software (e.g., Excel, Word, PowerPoint), CRM systems, and the ability to learn custodial and portfolio management platforms.
• Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience in wealth management, financial services, or client operations.
• Demonstrated integrity, confidentiality, and discretion when handling sensitive client information, along with a commitment to regulatory and compliance standards.
• Ability to work collaboratively in a small-team environment, take initiative, and adapt to evolving client needs and firm processes.
• Prior experience in a registered investment advisory firm, brokerage, private banking, or similar environment is beneficial; relevant certifications (e.g., Series 65, CFP support experience) are a plus.