Wealth Management Client Service Specialist

Sanctuary Wealth Group LLC; Houston (TX); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Health benefits package

401(k) match

Paid time off

Job summary

Concenture Wealth Management in Houston, TX is seeking a Client Service Associate to deliver client service, administrative, and operational support to a growing wealth management team. The role adapts to experience, from overseeing onboarding to handling routine service requests and documentation.

The ideal candidate is organized, detail-oriented, and comfortable supporting a high-touch client experience. Prior wealth management or financial services exposure is encouraged, with potential for

Qualifications

• 1-5+ years of experience in financial services, wealth management, investment management, or boutique RIA firm.
• Experience supporting client-facing workflows, service requests, account maintenance, onboarding, documentation, scheduling, or operational follow-up.
• Strong written and verbal communication skills with a polished, client-service-oriented presence.

Responsibilities

• Provide client service, advisor support, and operational coordination for a Houston-based wealth management practice.
• Coordinate onboarding documentation, account materials, and tracking next steps.
• Maintain accurate client records and CRM notes across firm systems.

Skills

Client service

CRM updates

Account maintenance

Documentation

Communication

Multi-tasking

Education

Bachelor’s degree

Tools

CRM systems

Microsoft Office

Job description

Concenture Wealth Management in Houston, TX is seeking a Client Service Associate to deliver client service, administrative, and operational support to a growing wealth management team. The role adapts to experience, from overseeing onboarding to handling routine service requests and documentation.

The ideal candidate is organized, detail-oriented, and comfortable supporting a high-touch client experience. Prior wealth management or financial services exposure is encouraged, with potential for