Client Service Associate | Fort Worth, TX 76104 Love working with people, staying organized, and getting the details right? Join a growing private wealth management firm as a Client Service Associate and build a real career in financial services.
What you’ll do:
✅ Serve as a key point of contact for high-net-worth and mass affluent clients ✅ Prepare for client meetings and own deliverables from day one ✅ Handle account openings, paperwork, and money movement requests ✅ Keep client records and CRM accurate and up to date ✅ Work shoulder-to-shoulder with a senior advisor who will mentor you
Why you’ll love it:
🚀 Genuine partner track, not a support role with a ceiling 📈 Sophisticated planning work with an established client base 🏆 A growing firm that promotes from within 📚 Professional development assistance
Compensation & benefits:
Base + incentive pay, 401(k) with matching, generous retirement program, health insurance, and paid time off. 📍 On-site | Fort Worth, TX 76104
Joe.Faradie at roberthalf com - linkedin with me today
- At least 5 years of experience in client service, account administration, or operations within wealth management, private banking, or financial services.
- Demonstrated ability to deliver exceptional service to high-net-worth clients while handling sensitive financial information with discretion.
- Strong working knowledge of account documentation, money movement procedures, and financial administrative processes.
- Excellent organizational skills with the ability to manage multiple priorities and maintain precision in detailed work.
- Effective written and verbal communication skills suited to a client-facing environment.
- Familiarity with wealth planning concepts, including support for annual financial reviews and broader financial guidance activities.
- Ability to work on-site in Fort Worth, Texas and collaborate closely with advisory leadership and internal stakeholders.