Brownlee Wealth Management is seeking a client service associate to support the firm’s wealth advisors in supporting clients. The ideal candidate is comfortable working on several projects simultaneously and assisting in the business’s operations.
This role will start as a “behind-the-scenes” position, delivering value to clients in the back office, but will grow to include client interactions as the employee learns our systems and processes. The long-term career path is to develop into someone who dispenses advice and manages relationships.
As a Client Service Associate, your primary responsibilities will be:
- Assisting the advisory team in meeting scheduling, preparation, and follow-up
- Task managing all aspects of the onboarding process for new clients of the firm
- Opening new accounts, moving money, maintaining accounts, and everything related to managing custodial relationships at Schwab and Fidelity
- Maintaining our client portal (eMoney) and performance reporting software (Orion) by linking, titling, and grouping accounts
- Managing the client service calendar and systematic proactive communication
- Ensuring continuity of data across CRM, client folders, and the client portal
- Writing policies and procedures and working with the COO to develop best practices and workflows
Additional tasks may include:
- Generating investment proposals and conducting investment research
- Preliminary financial planning analysis for clients and prospects
Preferred Qualifications and Skills:
- Located in Houston
- Demonstrated interest in growing in our profession
- 0 - 3 years of industry experience with a financial services firm
- Experience or interest in learning industry-specific tools (ex., Orion Advisor Services,
- Fidelity, Schwab, Wealthbox, eMoney, Holistiplan, Wealth.com, Advicepay)
- A team player with a “no job is beneath me” attitude
- Intellectual curiosity and comfortable working independently
About the Role
- Full-Time W2 Position in Houston, Texas (Memorial)
- Compensation: $60,000-$85,000 annual salary, depending on experience
- Hybrid role: 2 to 3 days per week in our Houston Office (with flexibility to work from home)
- Benefits include: retirement plan with match, unlimited vacation, company Macbook, and company-paid professional development
About Us: Brownlee Wealth Management is a fee-only financial planning firm with offices in Houston, The Woodlands, and Fort Worth. We exist to provide exceptional advice to families in Oil & Gas with income or balance-sheet complexity. We help families simplify their investments, lower their taxes, and grow their wealth. We're a young company founded in 2019, but growing rapidly due to our laser focus on our niche. We believe in acting as fiduciaries and operating in the best interests of our clients at all times.
How to Apply
Send resume and cover letter to info@brownleewealthmanagement.com (bonus points if your cover letter is a video saying why you’re a good fit for this position and our firm)
