Wealth Management Associate

4 weeks ago

Houston, Texas, United States Inscription Capital Full time

We are seeking a highly skilled Wealth Management Operations Associate/Client Service Associate to join our team at Inscription Capital. The ideal candidate will possess excellent communication skills, be able to juggle multiple tasks, and approach challenges with a problem-solving attitude. They will thrive in a fast-paced and ever-changing environment, be receptive to feedback, and eager to acquire new knowledge. 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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