Wealth Management Client Service Associate

CMC Recruiting; Katy (TX); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Benefits

Job summary

CMC Recruiting is representing a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is a vital link between advisors, clients, and custodians and requires a detail-oriented, service-driven professional.

The position offers a base salary of $65,000–$80,000 plus benefits, with opportunities to grow within a collaborative wealth management team.

Qualifications

• 2+ years of operations/administrative experience in financial services.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Tech-savvy with the ability to learn multiple systems and platforms.
• Strong attention to detail and organizational skills.
• Positive, professional, and client service-oriented demeanor.
• Ability to follow processes and manage tasks through completion independently.

Responsibilities

• Respond to and execute client requests in a timely and professional manner
• Handle client paperwork and coordinate processing with custodians
• Maintain and organize the firm's document management system
• Provide administrative and operational support to Lead Advisors
• Prepare for client meetings, including gathering and organizing client information
• Coordinate scheduling for client meetings (in-person and virtual)
• Track, follow up on, and document tasks within the CRM system
• Assist with Required Minimum Distributions (RMDs)
• Participate in team meetings and contribute to overall team success

Skills

Financial services experience

MS Office

Tech savvy

Attention to detail

Client service

Process oriented

Tools

CRM system

Document management system

Job description

COMPENSATION: $65,000 - $80,000 base salary + benefits (dependent on experience)

Overview

Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day-to-day operations of the firm, serving as a key link between advisors, clients, and custodians. As a small, collaborative team, this individual will wear multiple hats, ensuring client needs are met with accuracy, responsiveness, and professionalism. This is an excellent opportunity for someone who is detail-oriented, service-driven, and looking to grow within a team-focused wealth management environment.

Key Responsibilities

• Respond to and execute client requests in a timely and professional manner
• Handle client paperwork and coordinate processing with custodians
• Maintain and organize the firm's document management system
• Provide administrative and operational support to Lead Advisors
• Prepare for client meetings, including gathering and organizing client information
• Coordinate scheduling for client meetings (in-person and virtual)
• Track, follow up on, and document tasks within the CRM system
• Assist with Required Minimum Distributions (RMDs)
• Participate in team meetings and contribute to overall team success

Qualifications

• 2+ years of operations/administrative experience in financial services
• Proficiency in Microsoft Word, Excel, and Outlook
• Tech-savvy with the ability to learn multiple systems and platforms
• Strong attention to detail and organizational skills
• Positive, professional, and client service-oriented demeanor
• Ability to follow processes and manage tasks through completion independently