Wealth Management Associate

Inscription Capital; Houston (TX); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) plan with company matching

Three weeks paid vacation

Job summary

Inscription Capital is looking for a dynamic Wealth Management Operations Associate/Client Service Associate in Houston, Texas. This role involves providing essential support to Financial Advisors and managing client relationships effectively.

The ideal candidate should excel in a fast-paced environment and possess excellent interpersonal skills. The position offers a base salary of $60,000 along with performance-based bonuses and comprehensive benefits.

Qualifications

• Detail-oriented with the ability to prioritize and organize workflow.
• Ability to manage multiple tasks effectively with frequent interruptions.
• Strong communication skills.

Responsibilities

• Partner with Financial Advisors to build their business and provide service.
• Interact with clients to support all aspects of their servicing needs.
• Collaborate with team members to provide exceptional service.

Skills

Excellent client-facing skills

Interpersonal skills

Organizational skills

Microsoft Office skills

Experience with eMoney software

Education

College degree preferred

Job description

We are in search of a dynamic Wealth Management Operations Associate/Client Service Associate who excels at juggling multiple tasks, possesses excellent communication skills, and approaches challenges with a problem‑solving attitude, thriving in a fast‑paced and ever‑changing environment. The ideal candidate is receptive to feedback, eager to acquire new knowledge, and consistently delivers exceptional performance even when faced with varying work demands. With our company experiencing rapid growth, there are abundant opportunities for internal advancement and professional growth.

Compensation and Benefits

• Base Salary: $60,000 with performance‑based bonuses
• Comprehensive health insurance coverage
• 401(k) plan with company matching (eligible after one year of employment)
• Generous three weeks of paid vacation time

Responsibilities

• Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
• Partner with team members to accomplish a common goal of providing exceptional service
• Interact with clients to support all aspects of their servicing needs related to the management of their relationship
• Interact and network with senior professionals throughout the firm to fuel career success

Qualifications

• Excellent client‑facing, interpersonal, organizational, and client‑service skills
• Detail‑oriented with the ability to prioritize and organize workflow
• Ability to work in a fast‑paced, high‑intensity work environment as well as manage multiple tasks effectively with frequent interruptions
• Strong Microsoft Office skills, including Excel and PowerPoint
• Experience with eMoney financial planning software is a plus
• A college degree is preferred

Compensation

$60,000 per year plus a discretionary bonus.