Address
SalaryWe are seeking a successful Wealth Management Operations Associate/Client Service Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful.
$60,000 Base Salary with the ability to earn a performance-based bonus. Inscription provides access to health insurance, offers a 401k with a company match (after one year of service), and provides three weeks of paid vacation.
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
- 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
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.
