Wealth Client Relations & Operations Associate

Icon Wealth Partners; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client service

Relationship management

Communication

Active listening

Organizational skills

Time management

CRM systems

Office productivity tools

Education

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

Tools

Excel

Word

PowerPoint

Portfolio management platforms

Job description

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.