Registered Client Service Associate
Boutique wealth management practice
Austin, TX | In-office
A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships.
This is a hands-on role for someone who enjoys client service, financial operations, and becoming a trusted right hand within a growing advisory practice.
What You’ll Do
- Support high-net-worth client relationships through money movement, account opening, paperwork, and service follow-through
- Prepare client meeting materials and support Excel-based portfolio work
- Coordinate with remote administrative and marketing support team members
What’s Offered
- Close mentorship from an experienced lead advisor
- Benefits package including healthcare, 401(k) match, PTO, and paid holidays
- Potential advisory track over time
- $65,000–$75,000 base salary and performance-based growth potential
What You Bring
- Bachelor’s Degree
- 1–3+ years of financial services, client service, or operations experience preferred
- Series 7 required; 65/66 preferred
- Strong Excel skills, maturity, integrity, and follow-through