Wealth Management Client Service Specialist

Sanctuary Wealth Group LLC

Houston (TX)

On-site

USD 52,000 - 78,000

Full time

7 days ago

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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

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

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