Wealth Client Services Specialist

K | H Private Wealth; Plano (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

K|H Private Wealth is seeking a Client Service Associate to support our advisory team and deliver an exceptional client experience. You will handle client requests, account administration, and meeting preparation in a small, responsive team.

The role emphasizes organization, discretion, and proactive communication as you coordinate with advisors and external partners to ensure timely, accurate service.

Qualifications

• 3+ years of relevant client service experience preferred, ideally in wealth management or high-touch professional environments.
• Strong written and verbal communication skills are essential.
• Excellent organization and attention to detail are required.
• Professional demeanor and strong interpersonal skills are important.
• Ability to manage multiple priorities in a busy setting.
• Strong judgment and discretion are necessary.

Responsibilities

• Provide professional and responsive support to clients.
• Assist with account maintenance, transfers, and client requests.
• Communicate with clients regarding documents, signatures, and updates.
• Coordinate with partners to resolve client needs and track requests.
• Prepare materials for client meetings and organize meeting documents.
• Help advisors stay organized across client and firm priorities.
• Maintain CRM and firm systems with accurate information.
• Support firm activities and vendor coordination.

Skills

Client service

Communication

Organization

Discretion/Judgment

Team collaboration

Technical aptitude

Education

Bachelor's degree completed

Job description

K|H Private Wealth is seeking a Client Service Associate to support our advisory team and deliver an exceptional client experience. You will handle client requests, account administration, and meeting preparation in a small, responsive team.

The role emphasizes organization, discretion, and proactive communication as you coordinate with advisors and external partners to ensure timely, accurate service.