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Venturi Private Wealth · 2 days ago

Senior Client Service Associate

Austin, TX

Full-time

Onsite

Senior Level

5+ years exp

Venturi Private Wealth is one of the fastest-growing wealth management firms in Austin, recognized for its exceptional client service. The Senior Client Service Associate will serve as a key partner to advisors, ensuring seamless coordination and follow-through across complex client priorities.

AdviceFinanceWealth Management

Responsibilities

Serve as the main liaison for clients, building trust through proactive communication and a deep understanding of clients' personal histories and current financial needs

Deliver timely, accurate follow-through on client requests and issues, coordinating internally to ensure a white-glove client experience

Manage client onboarding, facilitating communication between Venturi teams and external partners (accountants, attorneys, lenders, insurance brokers), ensuring seamless integration of complex entity structures with custodians and consolidated reporting

Coordinate account openings, transfers, and ongoing maintenance with clients and custodians, including preparing welcome packets, drafting authorization letters, and setting up standing and periodic instructions

Ensure accurate and efficient integration of external accounts and private capital investments, leveraging Venturi’s technology platforms

Manage asset movement requests (wires, ACHs, journals, cash management, dividend reinvestment, RMDs, capital calls) and ensure all transactions are properly recorded and processed

Maintain client cash reserves to support monthly fee billing

Process all other daily business transactions and ad hoc research requests with speed, accuracy, and care

Collaborate with the advisors to develop and execute comprehensive wealth management strategies, including estate planning, tax planning, asset protection, and philanthropic initiatives

Provide administrative support to the advisors, including managing schedules, preparing presentations, and organizing key documents

Assist the advisors in reviewing financial reports prepared by internal teams before distribution to clients, ensuring accuracy and alignment with client goals

Leverage Salesforce to manage tasks, follow workflows, and track client interactions, ensuring that all service items are completed accurately and efficiently

Evaluate and help improve internal processes and reporting to enhance efficiency and client experience

Proactively identify areas for process optimization and contribute to the team’s success

Uphold client confidentiality and integrity in all processes and interactions, ensuring sensitive information is protected at all times

Comply with Venturi’s policies, internal standards, and regulatory requirements to maintain fiduciary responsibility in all actions related to client service and advisory activities

Qualification

Private Wealth ManagementEstate PlanningClient Relationship ManagementSalesforceMicrosoft Office SuiteCommunicationAttention to DetailCollaborationConfidentiality

Required

A minimum of 5 years of experience in a Private Wealth or Family Office environment, working with high-net-worth and ultra-high-net-worth clients

Bachelor's degree

Experience with similar technology platforms is required

High proficiency with Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)

Excellent communication and listening skills, with the ability to connect with people, build strong relationships, and interact with a positive, professional attitude

Uncompromising commitment to confidentiality and discretion

Responsiveness and poise under pressure, balancing competing priorities without compromising quality

Highly organized, with exceptional attention to detail

Strong collaborator who anticipates the needs of clients and advisors and leverages internal and external resources to proactively create value and bring creative solutions