Wealth Management Operations & Client Services Associate

Inscription Capital; Houston (TX); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) plan with company matching

Three weeks paid vacation

Job summary

Inscription Capital is looking for a dynamic Wealth Management Operations Associate/Client Service Associate in Houston, Texas. This role involves providing essential support to Financial Advisors and managing client relationships effectively.

The ideal candidate should excel in a fast-paced environment and possess excellent interpersonal skills. The position offers a base salary of $60,000 along with performance-based bonuses and comprehensive benefits.

Qualifications

• Detail-oriented with the ability to prioritize and organize workflow.
• Ability to manage multiple tasks effectively with frequent interruptions.
• Strong communication skills.

Responsibilities

• Partner with Financial Advisors to build their business and provide service.
• Interact with clients to support all aspects of their servicing needs.
• Collaborate with team members to provide exceptional service.

Skills

Excellent client-facing skills

Interpersonal skills

Organizational skills

Microsoft Office skills

Experience with eMoney software

Education

College degree preferred

Job description

Inscription Capital is looking for a dynamic Wealth Management Operations Associate/Client Service Associate in Houston, Texas. This role involves providing essential support to Financial Advisors and managing client relationships effectively.

The ideal candidate should excel in a fast-paced environment and possess excellent interpersonal skills. The position offers a base salary of $60,000 along with performance-based bonuses and comprehensive benefits.