Wealth Management Associate

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

Benefits offered by this job

Comprehensive health insurance coverage

401(k) plan with company matching

Generous three weeks of paid vacation time

Job summary

Inscription Capital and Family Office in Houston, Texas is looking for a Wealth Management Operations Associate/Client Service Associate. This role requires excellent communication and problem-solving skills to ensure exceptional client service in a dynamic environment.

The ideal candidate will thrive under varying work demands and is eager to learn and grow professionally. A comprehensive benefits package is offered including a base salary of $60,000, health insurance, a 401(k) plan, and generous vacation time.

Qualifications

• Dynamic and fast-paced work environment.
• Eager to acquire new knowledge.
• Receptive to feedback and performance-driven.

Responsibilities

• Assist in wealth management operations and client services.
• Thrive in a fast-paced and changing environment.

Skills

Excellent communication skills

Problem-solving attitude

Ability to juggle multiple tasks

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 we seek 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. This is a full‑time, in‑office position.

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

Compensation: $60,000 Base + discretionary bonus