Wealth Management Associate: Client Services & Onboarding

Garry Executive Search; Austin (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Generous PTO

401(k)

Supportive, team-first culture

Job summary

Garry Executive Search is seeking a Wealth Management Associate for a reputable fee-only wealth management firm in Austin. This role is pivotal in supporting the advisory team and enhancing client experience through effective onboarding and administrative tasks.

The ideal candidate should possess experience in wealth management operations, excellent communication skills, and a strong attention to detail. Join a team-oriented culture offering long-term career growth within a supportive environment.

Qualifications

• Prior experience in wealth management, financial services, or a related client service role.
• Strong written and verbal communication skills.
• Highly organized with strong attention to detail.

Responsibilities

• Support client onboarding, including account opening and transfers.
• Process client paperwork and maintain accounts with custodians.
• Serve as a point of contact for clients via phone and email.

Skills

Communication skills

Organizational skills

Detail-oriented

Proficiency with Microsoft Office

Experience with CRM systems

Tools

CRM systems (e.g., Tamarac, Salesforce)

Job description

Garry Executive Search is seeking a Wealth Management Associate for a reputable fee-only wealth management firm in Austin. This role is pivotal in supporting the advisory team and enhancing client experience through effective onboarding and administrative tasks.

The ideal candidate should possess experience in wealth management operations, excellent communication skills, and a strong attention to detail. Join a team-oriented culture offering long-term career growth within a supportive environment.