Wealth Management Front Desk & Client Liaison

Talentwealth; Friendswood (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401k plan with match

Paid time off

Job summary

TalentWealth Recruiting is seeking two Client Relationship and Service Associates for an independent RIA in Friendswood, TX. You will split time between the front desk and back-office support, handling client interactions, scheduling, and file preparation.

Responsibilities include greeting visitors, confirming appointments, and assisting with money movements, with growth opportunities into more duties over time. A bachelor’s degree is required, notary preferred or obtainable.

Qualifications

• Bachelor’s degree or higher is required.
• Prefer at least 2 years of wealth management support experience, or strong receptionist/administrative background.
• Notary preferred, or ability to obtain notary license.

Responsibilities

• Split time at front desk to greet visitors and answer phones.
• Confirm and schedule appointments with clients and advisors.
• Prepare meeting materials and summaries for advisor reviews.
• Assist with calendar management and alerts.
• Coordinate and assist with money movements as needed.
• Notary duties and related documentation when required.
• Maintain a welcoming, professional experience for clients throughout the day.

Skills

Front desk

Client service

Communication

Education

Bachelor's degree or higher

Job description

TalentWealth Recruiting is seeking two Client Relationship and Service Associates for an independent RIA in Friendswood, TX. You will split time between the front desk and back-office support, handling client interactions, scheduling, and file preparation.

Responsibilities include greeting visitors, confirming appointments, and assisting with money movements, with growth opportunities into more duties over time. A bachelor’s degree is required, notary preferred or obtainable.