Job Description
Job Description
We are in search of a dynamic Wealth Management Operations Associate / Client Service Associate who excels at juggling multiple tasks, possesses excellent communication skills, and approaches challenges with a problem-solving attitude, thriving in a fast-paced and ever-changing environment.
The ideal candidate we seek is receptive to feedback, eager to acquire new knowledge, and consistently delivers exceptional performance even when faced with varying work demands.
With our company experiencing rapid growth, there are abundant opportunities for internal advancement and professional growth.
Compensation and Benefits include :
- Base Salary : $60,000 with performance-based bonuses.
- Comprehensive health insurance coverage.
- 401k plan with company matching (eligible after one year of employment).
- Generous three weeks of paid vacation time.
Compensation :
$60,000 Base + discretionary bonus
Responsibilities :
- Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client / prospect meeting preparation
- Partner with team members to accomplish a common goal of providing exceptional service
- Interact with clients to support all aspects of their servicing needs related to the management of their relationship
- Interact and network with senior professionals throughout the firm to fuel career success
Qualifications :
- Excellent client-facing, interpersonal, organizational, and client-service skills
- Detail-oriented with the ability to prioritize and organize workflow
- Ability to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel and PowerPoint
- Experience with eMoney financial planning software a plus
- A College degree is preferred
About Company
Inscription Capital is an innovative multi-family office in Houston.
Inspiring permanence is our mandate to help clients optimize the management of every aspect of their financial lives. Inscription has developed a smarter approach to wealth management led by professionals who each bring invaluable experience to every relationship.
Our proven investment philosophy has been honed by decades of academic research and backed by just as many years of practical experience.
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