Madison Professional Group · 6 days ago
Senior Client Service Associate
Greater Houston
Full-time
Onsite
Mid, Senior Level
$70K/yr - $80K/yr
3+ years expMadison Professional Group is a boutique, independent Registered Investment Advisor serving high-net-worth families. The Client Service Advisor plays a critical role in supporting Wealth Advisors, ensuring a high-touch client experience through account administration and operational execution in a fiduciary environment.
AdviceFinancial ServicesRecruiting
Hiring Manager
Kimberley Gassmann
Responsibilities
Schedule, prepare for, and support client review meetings
Initiate and field client service calls, serving as a primary point of contact
Assist clients with login access and platform navigation
Prepare and process onboarding paperwork for:
Advisory accounts
Financial plans
Insurance and annuity policies
Coordinate with custodians, carriers, and internal teams to complete client service requests
Supervise and track underwriting processes for new insurance policies in collaboration with firm resources
Maintain accurate client account information across custodial and internal systems
Update account features, including options, margin, check writing, debit cards, eDelivery, and view-only access
Update beneficiaries, POAs, and DPOAs
Assist with account transfers and rollovers, including asset transferability review
Initiate and track asset and money movements (journals, EFTs, ACATs, wires, charitable gifting, DTCs, check withdrawals)
Monitor custodian alerts and resolve issues
Ensure agreements and questionnaires remain current
Utilize the firm’s paperless filing system
Document and process activity within the firm’s CRM (Salesforce)
Monitor open tasks and follow up to ensure timely completion
Troubleshoot client service-related issues
Assist with special projects and operational initiatives as needed
Qualification
Required
3+ years of experience in client service, operations, or advisor support within an RIA or wealth management firm
Experience supporting high-net-worth and multigenerational client relationships
Proficiency with CRM systems; Salesforce experience preferred
Strong attention to detail and organizational discipline
Ability to manage multiple priorities in a dynamic environment
Excellent communication skills and a client-first, fiduciary mindset
Preferred
Salesforce experience preferred
Company
Madison Professional Group
Madison Professional Group is a financial advisor recruiting firm that offers career advice and financial consulting services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase