Wealth Management CSA: Client Experience & Ops (Houston)

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

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.