Wealth Management Client Experience Associate (Houston)

NPAworldwide; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary with bonus

401(k) with employer match

Healthcare benefits

Paid time off

Work-life balance

Collaborative culture

Career growth opportunities

Job summary

NPAworldwide's Houston-based wealth management client seeks a Client Service Associate (RIA) to join the client experience team on-site in the Galleria area. You will open accounts, handle transfers, update records, and support daily operations while delivering a high-touch, client-first service.

This is a non-advisory, highly visible role that partners with advisors and a Director of Operations. The firm offers competitive pay with bonus, a 401(k) match, comprehensive benefits, generous PTO,

Qualifications

• 3 to 10 years of experience supporting financial advisors
• Strong communication and professional client-focused demeanor
• High attention to detail with strong follow-through
• Ability to manage multiple priorities in a fast-paced environment
• Tech-savvy with CRM and custodian platforms (Schwab a plus)

Responsibilities

• Open new client accounts and assist with ACAT transfers
• Facilitate money movements (wires, ACH, distributions, and RMDs)
• Coordinate and process trade instructions under advisor direction
• Update client records including beneficiaries and banking details
• Prepare and follow through on custodial paperwork
• Communicate with custodians to resolve issues and complete transactions
• Maintain accurate data within CRM and custodian platforms
• Partner with advisors and team to ensure high-quality client experience

Skills

Client service

Communication

Attention to detail

Time management

Team-oriented

Tools

CRM systems

Custodian platforms

Schwab experience

Job description

NPAworldwide's Houston-based wealth management client seeks a Client Service Associate (RIA) to join the client experience team on-site in the Galleria area. You will open accounts, handle transfers, update records, and support daily operations while delivering a high-touch, client-first service.

This is a non-advisory, highly visible role that partners with advisors and a Director of Operations. The firm offers competitive pay with bonus, a 401(k) match, comprehensive benefits, generous PTO,