Wealth Client Experience Advisor — Hybrid (Unlimited PTO)

The Well; Houston (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

100% employer-paid medical/dental/vision

Disability insurance

401(k) match

Unlimited PTO

Profit-sharing bonuses

Job summary

A growing wealth management firm is hiring a Client Service Advisor to enhance the client experience before, during, and after meetings. The ideal candidate should be detail-driven and calm under pressure, with strong communication skills. Responsibilities include managing account openings, coordinating with custodians, and supporting workflows related to money movement. While previous experience in wealth management is beneficial, a willingness to learn is also valued. This position is in-office preferred in Houston, TX.

Qualifications

• Ability to handle client interactions before, during, and after meetings.
• Experience in handling account management tasks and coordination with custodians.

Responsibilities

• Own the client experience before, during, and after meetings.
• Coordinate account openings, transfers, and service requests.
• Track tasks and ensure closure of workflows efficiently.

Skills

Detail-oriented

Strong communication

Ownership mindset

Job description

A growing wealth management firm is hiring a Client Service Advisor to enhance the client experience before, during, and after meetings. The ideal candidate should be detail-driven and calm under pressure, with strong communication skills. Responsibilities include managing account openings, coordinating with custodians, and supporting workflows related to money movement. While previous experience in wealth management is beneficial, a willingness to learn is also valued. This position is in-office preferred in Houston, TX.