Sage Search Partners
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Recruiter | Accounting & Finance | Human Resources | Talent Acquisition | Strategic Consulting We are partnering with a highly respected, bank-affiliated Private Wealth Advisory team to hire a Client Associate who will play a visible, client-facing role supporting Relationship Managers and high-net-worth clients.
This is an excellent opportunity for someone who thrives on delivering exceptional client service, building trust quickly, and managing details in a fast-paced, professional environment. Candidates with demonstrated leadership, teamwork, and discipline—often gained through collegiate athletics, student leadership, or meaningful extracurricular involvement—tend to excel in this role.
What You’ll Do
Partner closely with Relationship Managers to support client relationships
Maintain and update client and account information
Educate clients on account services and platform capabilities
Prepare reports and materials for client meetings
Coordinate documentation for new accounts and service requests
Support client events, marketing efforts, and team calendars
What We’re Looking For
Prior client service experience
Willingness to obtain Series 7 and Series 66 licenses
Strong interpersonal and communication skills
Highly detail-oriented with excellent follow-through
Proficient in Microsoft Office (Outlook, Excel, Word, PowerPoint)
Compensation & Growth
Competitive base salary + bonus
Licensing and professional development support
This role offers exposure to sophisticated client relationships, a collaborative team environment, and a strong foundation for long-term career growth within wealth management.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Accounting/Auditing
Benefits
Medical insurance
Vision insurance
401(k)
Referrals increase your chances of interviewing at Sage Search Partners by 2x
Get notified about new Client Associate jobs in Plano, TX.
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Direct message the job poster from Sage Search Partnersp>
Recruiter | Accounting & Finance | Human Resources | Talent Acquisition | Strategic Consulting We are partnering with a highly respected, bank-affiliated Private Wealth Advisory team to hire a Client Associate who will play a visible, client-facing role supporting Relationship Managers and high-net-worth clients.
This is an excellent opportunity for someone who thrives on delivering exceptional client service, building trust quickly, and managing details in a fast-paced, professional environment. Candidates with demonstrated leadership, teamwork, and discipline—often gained through collegiate athletics, student leadership, or meaningful extracurricular involvement—tend to excel in this role.
What You’ll Do
Partner closely with Relationship Managers to support client relationships
Maintain and update client and account information
Educate clients on account services and platform capabilities
Prepare reports and materials for client meetings
Coordinate documentation for new accounts and service requests
Support client events, marketing efforts, and team calendars
What We’re Looking For
Prior client service experience
Willingness to obtain Series 7 and Series 66 licenses
Strong interpersonal and communication skills
Highly detail-oriented with excellent follow-through
Proficient in Microsoft Office (Outlook, Excel, Word, PowerPoint)
Compensation & Growth
Competitive base salary + bonus
Licensing and professional development support
This role offers exposure to sophisticated client relationships, a collaborative team environment, and a strong foundation for long-term career growth within wealth management.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Accounting/Auditing
Benefits
Medical insurance
Vision insurance
401(k)
Referrals increase your chances of interviewing at Sage Search Partners by 2x
Get notified about new Client Associate jobs in Plano, TX.
#J-18808-Ljbffr