Client Service Associate

Concenture Wealth Management • Full-time • Houston, Texas, United States • $50k - $60k / year • 4w ago

Concenture Wealth Management Client Service Associate

Company Description

Concenture Wealth Management is a Houston-based independent investment firm and fiduciary, founded in 2020 by a team of seasoned advisors with more than 60 years of combined experience. We specialize in delivering personalized, objective financial guidance built around each client’s unique goals, values, and vision for the future. Our client-first approach drives everything we do—ensuring our advice remains transparent, conflict-free, and fully aligned with those we serve.

Position Description

This is a full-time, on-site role located in Houston, TX. As a Client Service Associate, you’ll play a key operational role in supporting our advisors and helping ensure every client experience is thoughtful, seamless, and personal. You'll handle essential tasks like processing paperwork, coordinating with custodians, preparing reports, and maintaining up-to-date records. This role is perfect for someone who values precision, enjoys structured processes, and wants to work in a firm where clients always come first.

Join a growing team committed to personalized financial guidance. You’re more than a role—you’re part of a mission to bring clarity and confidence to life’s biggest financial decisions. We offer a supportive, professional environment where your attention to detail and commitment to excellence make a lasting impact.

What You’ll Do

Manage schedules, client communications, and meeting prep materials.
Process client paperwork using digital tools and custodial platforms (e.g., Schwab).
Conduct quality control on forms and submissions to ensure compliance.
Assist with client onboarding and ensure a smooth setup experience.
Prepare materials for client meetings in collaboration with advisors.
Maintain accurate client records and support ongoing account servicing.
Attend internal prep meetings with a detail-focused approach.

What You Bring

Exceptional organization skills and comfort juggling multiple tasks with ease.
Strong communication skills, both written and verbal—clear, professional, and client-friendly.
Attention to detail, especially in reviewing paperwork and data input.
Experience with financial operations—account setups, transfers, or service requests through platforms like Schwab is a plus.
Working knowledge of CRMs and financial planning tools (eMoney, Orion, e-signature platforms) is a plus.
An understanding of compliance basics, with a desire to learn more about regulatory best practices is a plus.
Collaborative mindset, eager to contribute to a team-driven culture centered on client success.

Qualifications

A bachelor’s degree in business, finance, or a related field is preferred but not required.
1–3 years of experience in financial services, ideally in a client support or operations role.
Prior experience supporting financial advisors or working with high-net-worth clients is beneficial.

Job Type