Senior Client Service Associate

Westwood Holdings Group, Inc. • Piney Point Village, TX

12h • Onsite

About The Position

At Westwood Wealth, we are more than advisors—we are stewards of our clients’ financial well-being, delivering personalized, high-touch service with discretion, precision, and care to UHNW individuals and families. Our clients trust us with what matters most, and we honor that trust by ensuring every interaction is seamless, proactive, and deeply personalized. The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted client relationships, maintaining accuracy in systems and executing operational tasks, the Senior Client Service Associate helps build peace of mind, efficiency, and consistency across the client journey.

Requirements

• Bachelor's degree
• 7+ years of experience in a client service organization
• 10+ years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication
• Must be a minimum of 18 years of age
• Possess unrestricted authorization to work in the United States
• Must have unrestricted authorization to work in the USA. No visa sponsorship is available.

Nice To Haves

• Experience with High Net-Worth and/or Ultra High Net-Worth families and experience with trust administration strongly preferred

Responsibilities

• Act as an internal client point person, assisting advisors in nurturing and maintaining strong relationships with clients, attorneys, CPAs, and other professionals to deliver outstanding service
• Provide timely updates and confirmations to clients regarding account status and requests
• Serve as trusted service lead for sophisticated families
• Facilitate a seamless onboarding experience by collecting, organizing, and maintaining client information with accuracy and discretion
• Manage distribution requests from client accounts, calculating distribution amounts and scheduling distributions with accuracy and care
• Oversee day-to-day banking transactions, investment account activity, and domestic/international cash movement with accuracy and precision
• Manage distributions and sensitive transactions with independence
• Prepare, track, and process key documentation related to all client processes in your purview, managing sensitive data with the highest level of confidentiality
• Maintain meticulous, up-to-date, accessible, and compliant client files and records, including scanning mail and updating relevant tools, systems, and spreadsheets
• Manage specialized processes involving checks, receipts, and transfers (e.g., trust tax returns, property taxes, IRAs), ensuring all transactions are completed efficiently and securely
• Own complex processes such as estate processing, tax planning coordination, valuations, and specialized transfers
• Provide expert technical support and coordination for client estate processing, tax planning, and valuations, helping clients navigate complex financial matters
• Actively participate in various internal and external meetings, contributing to the continuous improvement of client service
• Mentor and train junior associates; set quality and accuracy standards

Benefits

• Competitive salary
• benefits
• 401K company match that vests immediately upon participation
• Parental leave & PTO policy
• Collaborative, dynamic work environment with a fast-paced, mission driven company

What This Job Offers

• Job Type: Full-time
• Career Level: Senior