Senior Client Service Associate

Insperity; Houston (TX); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health coverage

401(k) plan with employer matching

Life and disability insurance

Health savings and flexible spending

Paid time off and paid holidays

Job summary

Insperity seeks a Senior Client Service Associate in Private Wealth Services in Houston for a full-time role. The candidate will support Wealth Advisors, manage client relationships, coordinate onboarding, and ensure a high-quality client experience.

Ideal candidates have Series 65 or ability to obtain, a bachelor’s degree, 4+ years in the RIA industry, and strong communication, organization, and teamwork skills to operate in a fast-paced, entrepreneurial environment.

Qualifications

• Series 65 preferred or ability to obtain within the timeframe established by the firm.
• Bachelor's degree preferred.
• 4+ years of RIA industry experience, including experience with major custodial and wealth management platforms preferred.
• Strong client-facing experience with exceptional client service and relationship management skills preferred.
• Strong understanding of client account administration and wealth management operational processes, with excellent organization and attention to detail.
• Excellent written, verbal, and interpersonal communication skills, with a collaborative mindset.

Responsibilities

• Partner with Wealth Advisors and Private Wealth Services professionals to support ongoing client relationships and deliver high-quality service.
• Serve as day-to-day contact for assigned clients, responding to requests accurately and promptly.
• Coordinate new client onboarding, including account openings, asset transfers, documentation, and digital access.
• Maintain accurate client documentation and CRM records, following up on outstanding requests and items.
• Prepare performance reports, account information, spreadsheets, and materials for client meetings.
• Collaborate with Custodian Operations, Compliance, Investment Management, and other teams to resolve client and operational matters.

Skills

Series65 preferred

Client-facing experience

Relationship management

Organizational skills

Wealth management operations

Communication skills

Education

Bachelor's degree preferred

Job description

Senior Client Service Associate - Private Wealth Services
Houston Location, Full-Time Position

Our client is an independent wealth advisory firm serving a select group of families, executives, business owners, and entrepreneurs with substantial and evolving financial needs. With a highly personalized approach, they help clients simplify the complexities of managing wealth while building trusted, long-term relationships.

They are seeking a client-focused, detail-oriented Senior Client Service Associate who thrives on delivering exceptional service and keeping complex client needs moving seamlessly. The ideal candidate brings strong relationship management and organizational skills, understands wealth management operations, and is comfortable partnering with advisors and internal teams to anticipate needs, resolve requests, and create a consistently high-quality client experience. This is an opportunity for a proactive professional who enjoys working in a fast-paced, entrepreneurial environment where precision, collaboration, and personalized service matter.

Best-in-Class Benefits and Culture:

Our client's time and effort, by offering a competitive compensation of $100,000 - $120,000, and an extensive benefits package to enhance their commitment to your success. Our client's benefits package includes:

• Comprehensive health coverage: Medical, dental, and vision insurance provided
• Robust retirement planning: 401(k) plan available with employer matching
• Financial security: Life and disability insurance for added protection
• Flexible financial options: Health savings and flexible spending accounts offered
• Well-being and work-life balance: Paid time off and paid holidays

Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.

To thrive/succeed as the Senior Client Service Associate, you should have:

• Series 65 preferred or ability to obtain within the timeframe established by the firm.
• Bachelor's degree preferred.
• 4+ years of RIA industry experience, including experience with major custodial and wealth management platforms preferred.
• Strong client-facing experience with exceptional client service and relationship management skills preferred.
• Strong understanding of client account administration and wealth management operational processes, with excellent organization, attention to detail, and ability to manage multiple priorities and deadlines.
• Excellent written, verbal, and interpersonal communication skills, with a collaborative mindset and ability to thrive in a fast-paced, entrepreneurial, and evolving environment.

Your responsibilities as the Senior Associate will include:

• Partner with Wealth Advisors and senior Private Wealth Services professionals to support the ongoing management of client relationships and deliver a high-quality client experience.
• Serve as a key day-to-day contact for assigned clients, responding to requests accurately and promptly while developing a strong understanding of their accounts, preferences, family relationships, and wealth management needs.
• Coordinate new client onboarding, including account openings, asset transfers, required documentation, digital access, and other implementation activities.
• Maintain accurate client documentation and CRM records, proactively following up on outstanding requests, documentation, and action items.
• Prepare performance reports, account information, spreadsheets, presentations, and other materials for client meetings.
• Collaborate with Custodian Operations, Compliance, Investment Management, and other internal teams to resolve client and operational matters and improve processes.
• Participate in ongoing training and professional development to stay current on firm policies, regulatory requirements, technology, products, and industry best practices.

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We'll consider qualified applicants with criminal histories for employment.