Wealth Management Client Service Associate

Sanctuary Wealth; Houston (TX); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) match

PTO + Holidays

Career development

Job summary

Concenture Wealth Management in Houston, TX is seeking a Client Service Associate to deliver client service, administrative support, and operational coordination for a growing wealth management team.

This role is designed for an early-career professional eager to learn wealth management client service and progress to independently handling onboarding, account maintenance, documentation, CRM updates, and meeting preparation.

Qualifications

• 1-5+ years in financial services, wealth management, or boutique RIA firm.
• Experience supporting client-facing workflows, onboarding, documentation, and scheduling.
• Strong written and verbal communication with client-service orientation.
• High attention to detail when updating records and handling client information.
• Ability to manage multiple priorities and deadlines with accountability.
• Professional judgment and discretion with confidential information.

Responsibilities

• Serve as a professional point of contact for routine client inquiries.
• Assist clients with service needs, forms, and account updates.
• Support client onboarding by coordinating documentation and next steps.
• Monitor client service requests to ensure timely follow-through.
• Communicate with clients, advisors, custodians, and teams with a client-first mindset.
• Resolve routine service items and escalate complex matters as needed.
• Coordinate account opening, maintenance, transfers, and custodial requests.
• Prepare client forms and documentation for completeness and accuracy.
• Maintain accurate client records and CRM notes across firm systems.
• Follow firm policies and compliance standards for client information.

Skills

Client service

Attention to detail

Communication skills

Time management

CRM proficiency

MS Office

Education

Bachelor’s degree

Tools

CRM systems

Custodial platforms

Document management

Job description

Concenture Wealth Management in Houston, TX is seeking a Client Service Associate to deliver client service, administrative support, and operational coordination for a growing wealth management team.

This role is designed for an early-career professional eager to learn wealth management client service and progress to independently handling onboarding, account maintenance, documentation, CRM updates, and meeting preparation.