Senior Client Service Associate

Westwood Holdings Group Careers • Houston, TX

1d • Onsite

About The Position

At Westwood Wealth, the Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through essential operational and administrative support. This role involves building trusted client relationships, maintaining accuracy in systems, and executing operational tasks to ensure peace of mind, efficiency, and consistency throughout the client journey. Westwood, founded in 1983, offers a broad array of investment solutions to institutional investors, private wealth clients, and financial intermediaries. The firm specializes in U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return, and Managed Investment Solutions, available through various pooled vehicles and separate accounts. Westwood is based in Dallas with offices in Chicago and Houston.

Requirements

• Bachelor's degree
• 7+ years of experience in a client service organization
• Must be a minimum of 18 years of age
• Possess unrestricted authorization to work in the United States

Nice To Haves

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

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, 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
• Number of Employees: 11-50 employees