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Registered Wealth Management Client Associate Jobs in Spring, TX

Vodia Ventures

Client Service Associate

Houston, TX

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

UBS

Registered Client Service Associate

Houston, TX

Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession Your expertise You have: - a high school diploma - client ...

Hancock Whitney Bank

Senior Wealth Advisor

Houston, TX · On-site

Analyze client financial information and deliver financial advice and appropriate financial ... management tool * Represent the bank in civic, community, and industry functions to network and ...

Northern Trust

Private Wealth Director

Houston, TX

Incorporate digital solutions and capabilities to enhance the overall client experience. What Will Make You Successful in the Role Knowledge * Broad understanding of Wealth Management principles ...

Northern Trust

Private Wealth Director

Houston, TX · On-site

Incorporate digital solutions and capabilities to enhance the overall client experience. What Will Make You Successful in the Role Knowledge * Broad understanding of Wealth Management principles ...

Northern Trust

Private Wealth Director

Houston, TX

Incorporate digital solutions and capabilities to enhance the overall client experience. What Will Make You Successful in the Role Knowledge * Broad understanding of Wealth Management principles ...

TIAA

Wealth Management Advisor - Houston, TX

Houston, TX

$100K - $110K/yr

Deeply curious with a demonstrated ability to uncover the needs of the client.Giving and receiving ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Mariner

Client Service Associate

Houston, TX · On-site

$65K - $80K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Wealth management experience a plus Skills and Knowledge * Strong PC proficiency with MS Office ...

TIAA

Wealth Management Advisor - Houston, TX

Houston, TX · On-site

$100K - $110K/yr

Sedentary Work Career Level 8IC Related Skills Business Development, Client Relationship Management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Mariner

Client Service Associate

Houston, TX

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Wealth management experience a plus Skills and Knowledge * Strong PC proficiency with MS Office ...

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All JobsRegistered Wealth Management Client Associate JobsRegistered Wealth Management Client Associate Jobs in Spring, TX

Registered Wealth Management Client Associate information

See Spring, TX salary details

$20K

$51.3K

$74.3K

How much do registered wealth management client associate jobs pay per year?

As of Jun 22, 2026, the average yearly pay for registered wealth management client associate in Spring, TX is $51,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,300.00 and $65,400.00 per year, depending on experience, location, and employer.

What is the difference between Registered Wealth Management Client Associate vs Financial Advisor?

AspectRegistered Wealth Management Client AssociateFinancial Advisor
CertificationsSeries 7, Series 63/66 (often required)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, client service, administrative tasksClient consultation, investment planning, financial advice
Role FocusAssisting with client inquiries, account managementProviding personalized financial strategies

The main difference is that a Registered Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, often requiring securities licenses. In contrast, a Financial Advisor actively provides investment advice and financial planning to clients, often holding additional certifications like CFP. Both roles work within the wealth management industry but differ in responsibilities and client interaction levels.

What are popular job titles related to Registered Wealth Management Client Associate jobs in Spring, TX? For Registered Wealth Management Client Associate jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Registered Wealth Management Client Associate jobs in Spring, TX look for? The top searched job categories for Registered Wealth Management Client Associate jobs in Spring, TX are:
What cities near Spring, TX are hiring for Registered Wealth Management Client Associate jobs? Cities near Spring, TX with the most Registered Wealth Management Client Associate job openings:
Registered Wealth Management Client Associate jobs near you

Client Service Associate

Vodia Ventures

Houston, TX

$70K - $90K/yr

Other

Posted 28 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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