Client Service Associate

Sanctuary Wealth Group LLC•Houston, TX

3h•Onsite

About The Position

Concenture Wealth Management is seeking an experienced Client Service Associate to provide comprehensive client service and operational support for its growing Houston-based wealth management practice. The role is based in Houston, Texas, and is in-office Monday through Friday. The associate supports clients, financial advisors, custodial processes, account administration, and day-to-day service operations, coordinating requests and documentation accurately and professionally. Candidates should have hands-on wealth management experience supporting client accounts and should be able to manage client requests and operational processes independently. The role works with clients, financial advisors, custodians, and internal team members and contributes to the ongoing growth and improvement of the practice. Compensation includes competitive base pay based on experience, qualifications, and responsibilities, with significant revenue-share bonus potential available after onboarding. Benefits include employer-paid health coverage, a 401(k) match, paid time off, paid holidays, on-the-job training, and professional development.

Requirements

At least 2 years of direct wealth management experience, specifically in client service, RIA operations, or financial advisor support.
Prior experience at an RIA, wealth management firm, or financial advisory practice.
Hands-on experience with account openings, transfers, maintenance, custodial paperwork, and client onboarding.
Working knowledge of investment custodial platforms, account administration, and wealth management operational workflows.
Strong communication, organizational, and problem-solving skills, including the ability to independently manage client service requests.
High attention to detail, professionalism, and discretion when handling sensitive client and financial information.
Proficiency in Microsoft Office, CRM systems, and related financial services technology.

Nice To Haves

3–5 or more years of wealth management client service or investment operations experience.
Experience with major custodians such as Schwab, Fidelity, or Pershing.
Familiarity with ACAT transfers, retirement accounts, distributions, and other investment account transactions.
Experience with wealth management CRM platforms such as Salesforce, Redtail, or Wealthbox.
Bachelor's degree in a related field and/or relevant FINRA licenses; these are not required.

Responsibilities

Serve as a primary point of contact for client service inquiries, account-related requests, and ongoing relationship support.
Manage client onboarding and ongoing service needs to provide a seamless, responsive, and professional client experience.
Resolve routine and moderately complex client service requests and communicate updates and next steps.
Coordinate with clients, financial advisors, custodians, and internal team members to complete service requests accurately and promptly.
Anticipate client needs, identify outstanding service items, and follow through to resolution.
Coordinate account openings, transfers, account maintenance, deposits, distributions, beneficiary changes, and other custodial transactions.
Prepare, review, process, and track custodial paperwork, client documentation, account forms, and operational service requests.
Use custodial platforms and established wealth management processes to troubleshoot account issues and resolve outstanding requests.
Manage account transfers, including ACATs, and work with custodians to address requirements, discrepancies, and delays.
Maintain accurate client records, account information, CRM documentation, and operational tracking across firm systems.
Ensure account activities and documentation align with internal procedures, custodial requirements, and applicable compliance standards.
Identify opportunities to improve service workflows, operational accuracy, efficiency, and the client experience.
Coordinate client meeting preparation, documentation, service requests, and post-meeting follow-through with financial advisors.
Prepare and organize client materials, reports, account documentation, and related information for advisor-client interactions.
Maintain and update client information across CRM systems, custodial platforms, and other wealth management technologies.
Manage outstanding tasks, deadlines, and client deliverables across the practice.
Collaborate with team members to streamline operations, resolve service challenges, and support practice growth.
Contribute to special projects, process improvements, and broader team initiatives as needed.