Wealth Client Relations Specialist

ANGELES INVESTMENT ADVISORS; Houston (TX); Presencial; USD 85.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401(k)

Discretionary annual bonus

Descripción de la vacante

ANGELES INVESTMENT ADVISORS is seeking a Client Relationship Associate in Houston, TX to support wealth management services. The role requires 3–7 years of experience, primarily focusing on client service, account administration, and custodial coordination. Candidates should be detail-oriented and possess strong organizational and communication skills. A Bachelor's degree is required, along with proficiency in CRM and Microsoft Office. The position offers a salary range of $85,000–$100,000 with benefits including health insurance and a 401(k).

Formación

• 3–7 years of relevant experience in wealth management or financial services client service.
• Demonstrated experience handling account administration and service requests.
• Strong verbal and written communication skills.

Responsabilidades

• Manage account setup across custodial and firm platforms.
• Process and monitor client service requests.
• Maintain accurate client data in CRM and other systems.

Conocimientos

Organizational skills

Client service orientation

Detail-oriented

Communication skills

Technologically proficient

Educación

Bachelor's degree

Herramientas

Salesforce

Addepar

CRM systems

Microsoft Office

Descripción del empleo

ANGELES INVESTMENT ADVISORS is seeking a Client Relationship Associate in Houston, TX to support wealth management services. The role requires 3–7 years of experience, primarily focusing on client service, account administration, and custodial coordination. Candidates should be detail-oriented and possess strong organizational and communication skills. A Bachelor's degree is required, along with proficiency in CRM and Microsoft Office. The position offers a salary range of $85,000–$100,000 with benefits including health insurance and a 401(k).