Senior Client Service Associate (Austin)
TalentWealth, Austin, TX, United States
At TalentWealth Recruiting, we partner with independent wealth management firms nationwide to attract and place top-tier professionals. Our client, a highly respected independent wealth management firm in Austin, TX overseeing approximately $1 billion in client assets, is seeking an experienced, sharp, and highly motivated Senior Client Service Associate.
This role plays a key role in delivering a high-touch client experience and supporting the advisory team. This position is ideal for a detail-oriented professional with strong client service skills, experience working with high-net-worth clients, and a background in life insurance and annuities.
Essential Duties and Responsibilities:
Client Service & Relationship Support
Serve as a primary point of contact for client service requests, providing professional, responsive, and personalized support
Build and maintain trusted relationships with high-net-worth clients and their families
Coordinate client onboarding, account maintenance, and ongoing service needs
Prepare client correspondence, follow-ups, and post-meeting action items
Custom Client Reporting & Account Updates
Create custom client account update reports, including: Investment account summaries, Performance snapshots and asset allocation overviews, Contribution, distribution, and income tracking
Customize reporting based on individual client preferences and complexity
Assist advisors with meeting preparation by assembling tailored reports and presentation materials
Investment & Account Administration
Assist with the setup and servicing of brokerage, advisory, retirement, trust, and managed accounts
Process transactions, transfers, contributions, distributions, and required documentation
Coordinate with custodians to ensure timely and accurate execution
Monitor account activity and proactively identify service issues or follow-ups
Compliance & Documentation
Ensure all client documentation, forms, and records are complete, accurate, and compliant
Maintain detailed CRM notes, service logs, and document storage
Adhere to regulatory, firm, and carrier requirements
Team & Practice Support
Collaborate closely with advisors and operations staff to support firm-wide goals
Contribute to process improvements and service efficiencies as the firm grows
Support special projects and evolving client service initiatives
Qualifications:
Required:
4-year degree
General office practices, procedures, and methods.
Investment concepts, practices, and procedures used in the securities industry.
Financial markets and products.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyzing to be able to research account information.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Use mathematics sufficient to process account and transaction information.
Work independently.
Provide a high level of customer service.
Preferred:
Experience with CRM, portfolio reporting, and custodial platforms
Familiarity with financial planning, retirement, and estate planning concepts
Experience in an independent RIA or hybrid advisory firm
This role plays a key role in delivering a high-touch client experience and supporting the advisory team. This position is ideal for a detail-oriented professional with strong client service skills, experience working with high-net-worth clients, and a background in life insurance and annuities.
Essential Duties and Responsibilities:
Client Service & Relationship Support
Serve as a primary point of contact for client service requests, providing professional, responsive, and personalized support
Build and maintain trusted relationships with high-net-worth clients and their families
Coordinate client onboarding, account maintenance, and ongoing service needs
Prepare client correspondence, follow-ups, and post-meeting action items
Custom Client Reporting & Account Updates
Create custom client account update reports, including: Investment account summaries, Performance snapshots and asset allocation overviews, Contribution, distribution, and income tracking
Customize reporting based on individual client preferences and complexity
Assist advisors with meeting preparation by assembling tailored reports and presentation materials
Investment & Account Administration
Assist with the setup and servicing of brokerage, advisory, retirement, trust, and managed accounts
Process transactions, transfers, contributions, distributions, and required documentation
Coordinate with custodians to ensure timely and accurate execution
Monitor account activity and proactively identify service issues or follow-ups
Compliance & Documentation
Ensure all client documentation, forms, and records are complete, accurate, and compliant
Maintain detailed CRM notes, service logs, and document storage
Adhere to regulatory, firm, and carrier requirements
Team & Practice Support
Collaborate closely with advisors and operations staff to support firm-wide goals
Contribute to process improvements and service efficiencies as the firm grows
Support special projects and evolving client service initiatives
Qualifications:
Required:
4-year degree
General office practices, procedures, and methods.
Investment concepts, practices, and procedures used in the securities industry.
Financial markets and products.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyzing to be able to research account information.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Use mathematics sufficient to process account and transaction information.
Work independently.
Provide a high level of customer service.
Preferred:
Experience with CRM, portfolio reporting, and custodial platforms
Familiarity with financial planning, retirement, and estate planning concepts
Experience in an independent RIA or hybrid advisory firm