Wealth Management Ops & Client Services Associate

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

Benefits offered by this job

Comprehensive health insurance coverage

401(k) plan with company matching

Generous three weeks of paid vacation time

Job summary

Inscription Capital and Family Office in Houston, Texas is looking for a Wealth Management Operations Associate/Client Service Associate. This role requires excellent communication and problem-solving skills to ensure exceptional client service in a dynamic environment.

The ideal candidate will thrive under varying work demands and is eager to learn and grow professionally. A comprehensive benefits package is offered including a base salary of $60,000, health insurance, a 401(k) plan, and generous vacation time.

Qualifications

• Dynamic and fast-paced work environment.
• Eager to acquire new knowledge.
• Receptive to feedback and performance-driven.

Responsibilities

• Assist in wealth management operations and client services.
• Thrive in a fast-paced and changing environment.

Skills

Excellent communication skills

Problem-solving attitude

Ability to juggle multiple tasks

Job description

Inscription Capital and Family Office in Houston, Texas is looking for a Wealth Management Operations Associate/Client Service Associate. This role requires excellent communication and problem-solving skills to ensure exceptional client service in a dynamic environment.

The ideal candidate will thrive under varying work demands and is eager to learn and grow professionally. A comprehensive benefits package is offered including a base salary of $60,000, health insurance, a 401(k) plan, and generous vacation time.