Wealth Client Services Associate – Houston

Burnett Specialists Staffing | Recruiting; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus opportunity

Full benefits

Strong reputation

Outstanding work culture

Job summary

Burnett Specialists Staffing | Recruiting is seeking a Client Service Associate in the Houston area for a boutique wealth management firm. The role combines 20% administrative tasks with 80% client service responsibilities, leveraging your experience in wealth management or financial services.

You will greet visitors, manage calendars, schedule meetings, and prepare conference spaces. Additional duties include opening client accounts, processing ACH transfers, and handling related forms to

Qualifications

• 5–10 years of experience in wealth management or financial services.

Responsibilities

• Greet visitors at the front desk and direct guests to appropriate contacts.
• Manage calendars, schedules, and meeting room bookings.
• Set up and maintain conference rooms for client meetings.
• Serve client accounts by opening new accounts, processing ACH transfers, and handling related forms.

Skills

Wealth management

Client service

Scheduling

Job description

Burnett Specialists Staffing | Recruiting is seeking a Client Service Associate in the Houston area for a boutique wealth management firm. The role combines 20% administrative tasks with 80% client service responsibilities, leveraging your experience in wealth management or financial services.

You will greet visitors, manage calendars, schedule meetings, and prepare conference spaces. Additional duties include opening client accounts, processing ACH transfers, and handling related forms to