Senior Wealth Client Service & Onboarding Lead

Westwood Holdings; Houston, Northern (TX, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Parental leave

PTO

401K match

Job summary

Westwood Wealth is seeking a Senior Client Service Associate to deliver a white-glove, concierge-level experience for UHNW clients and their advisors. You will provide essential operational support, accurate information management, and discreet handling of sensitive data to ensure a seamless client journey.

You will act as a trusted service lead for sophisticated families, support onboarding, account maintenance, cash movement and distributions, and complex estate coordination.

Qualifications

• 7+ years of experience in a client service organization.
• Experience with High Net-Worth and/or Ultra High Net-Worth families and experience with trust administration strongly preferred.
• Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
• Must have unrestricted authorization to work in the USA. No visa sponsorship is available.

Responsibilities

• Act as an internal client point person, assisting advisors in nurturing and maintaining strong relationships with clients, attorneys, CPAs, and other professionals to deliver outstanding service
• Provide timely updates and confirmations to clients regarding account status and requests
• Serves as trusted service lead for sophisticated families.
• Facilitate a seamless onboarding experience by collecting, organizing, and maintaining client information with accuracy and discretion.
• Manage distribution requests from client accounts, calculating distribution amounts and scheduling distributions with accuracy and care.
• Oversee day-to-day banking transactions, investment account activity, and domestic/international cash movement with accuracy and precision.
• Manages distributions and sensitive transactions with independence.
• Prepare, track, and process key documentation related to all client processes in your purview, managing sensitive data with the highest level of confidentiality.
• Maintain meticulous, up-to-date, accessible, and compliant client files and records, including scanning mail and updating relevant tools, systems, and spreadsheets.
• Manage specialized processes involving checks, receipts, and transfers (e.g., trust tax returns, property taxes, IRAs), ensuring all transactions are completed efficiently and securely.
• Owns complex processes such as estate processing, tax planning coordination, valuations, and specialized transfers.
• Provide expert technical support and coordination for client estate processing, tax planning, and valuations, helping clients navigate complex financial matters.
• Actively participate in various internal and external meetings, contributing to the continuous improvement of client service.
• Mentors and trains junior associates; sets quality and accuracy standards.

Skills

Client service

Relationship management

Discretion

Problem solving

Job description

Westwood Wealth is seeking a Senior Client Service Associate to deliver a white-glove, concierge-level experience for UHNW clients and their advisors. You will provide essential operational support, accurate information management, and discreet handling of sensitive data to ensure a seamless client journey.

You will act as a trusted service lead for sophisticated families, support onboarding, account maintenance, cash movement and distributions, and complex estate coordination.