Wealth Management Client Service Associate

Right Executive Search, LLC; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Bonus

401(k) match

PTO and holidays

Work-life balance

Career growth

Job summary

Right Executive Search, LLC is recruiting a Wealth Management Associate / Client Service Associate for a Houston, TX on-site role. The position supports client service operations, coordinates with the Director of Operations, and enhances the high-touch client experience for a boutique wealth management firm.

The role emphasizes hands-on training across client service and operations, with interaction directly with clients and trade/custodial processing under advisor direction.

Qualifications

• 3–10 years of experience supporting financial advisors or wealth management
• Strong communication skills with a client-first approach
• Excellent attention to detail and follow-through
• Ability to manage multiple priorities in a fast-paced environment
• Tech-savvy and comfortable learning CRM systems and custodian platforms (Schwab experience is a plus)
• High integrity, discretion, and commitment to client service

Responsibilities

• Open new client accounts and assist with ACAT transfers
• Process money movements, including wires, ACH transfers, distributions, and RMDs
• Coordinate and process trade instructions under advisor direction
• Update client records, including beneficiaries, banking information, and contact details
• Prepare and process custodial paperwork
• Communicate with custodians to resolve issues and complete transactions
• Maintain accurate client data within CRM and custodian platforms
• Partner closely with advisors and team members to deliver a best-in-class client experience

Skills

Communication skills

Attention to detail

Multi-tasking

CRM systems

Tools

Schwab experience

Job description

Wealth Management Associate / Client Service Associate (RIA)

Location: Houston, TX (Galleria Area, On-site)

Compensation: $80,000–$120,000 DOE + Bonus

About the Firm

Our client is a Houston-based boutique private wealth management firm overseeing more than $850 million in client assets. As a fee-only fiduciary, the firm is committed to putting clients first by delivering thoughtful, retirement-focused investment management and financial planning services. With more than 80% of its clients in retirement, the firm has built its reputation on exceptional service, meaningful relationships, and genuine client care.

Just as importantly, this is a firm that values its people. The culture is collaborative, supportive, and team-oriented, where employees are trusted, respected, and given opportunities to grow. It is an environment where your contributions are recognized, your ideas are welcomed, and you can build a long-term career while making a real impact.

About the Role

The Wealth Management Associate / Client Service Associate (CSA) is a key member of the firm's client experience team, helping deliver a seamless, responsive, and high-touch client experience. This is a highly visible role where you'll interact directly with clients, support their day-to-day needs, and help manage the operational details that keep client relationships running smoothly.

You'll work closely with an experienced Director of Operations, receiving hands-on training across all aspects of client service and operations. While this is not an advisory position, it plays a critical role in building trust and ensuring an outstanding client experience.

Key Responsibilities

• Open new client accounts and assist with ACAT transfers
• Process money movements, including wires, ACH transfers, distributions, and RMDs
• Coordinate and process trade instructions under advisor direction
• Update client records, including beneficiaries, banking information, and contact details
• Prepare and process custodial paperwork
• Communicate with custodians to resolve issues and complete transactions
• Maintain accurate client data within CRM and custodian platforms
• Partner closely with advisors and team members to deliver a best-in-class client experience

Qualifications

• 3–10 years of experience supporting financial advisors or working in wealth management
• Strong communication skills with a professional, client-first approach
• Excellent attention to detail and follow-through
• Ability to manage multiple priorities in a fast-paced environment
• Tech-savvy and comfortable learning CRM systems and custodian platforms (Schwab experience is a plus)
• High level of integrity, discretion, and commitment to client service
• Positive, team-oriented mindset with a passion for helping clients

What Our Client Offers

• Competitive base salary plus a meaningful performance-based bonus
• 401(k) with a 3% employer match
• 4 weeks of PTO plus 9 market-aligned holidays
• Strong commitment to work-life balance
• Collaborative, team-oriented environment where your ideas are valued
• Supportive, family-oriented culture that genuinely prioritizes its people
• Clear path for long-term career growth with a respected and steadily growing firm