Client Service Associate

Job overview

The Client Service Associate is an onsite, full-time role in San Antonio, TX. Compensation is not specified. Sendero Wealth Management serves families, entrepreneurs, professionals, institutions, and charitable organizations with a fiduciary approach to preserving, protecting, and growing wealth. The role supports a four-person client team by handling operational requests and account servicing accurately and efficiently. It helps maintain a positive client experience through onboarding, asset movement, documentation, meeting coordination, account maintenance, and CRM data stewardship.

What you'll do

• Support a four-person client team
• process daily asset movement requests, including wires, ACHs, checks, journals, RMDs, and ACATs
• quality-check daily work
• update CRM, custodian, reporting, and AML systems
• prepare client-service documents
• support onboarding, account funding, and maintenance
• coordinate calendars and meetings
• answer phones and emails and welcome visitors
• contribute to operational procedures and process improvements.

What we're looking for

Skills & competencies

client service associate

san antonio tx

sendero wealth management

full-time

onsite

client support

wealth management

account onboarding

asset movement

crm

client documentation

meeting coordination

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive benefits package
• professional development opportunities
• collaborative and supportive work environment
• opportunity to grow with an expanding advisory firm.

Why this role

CRM subject matter expert and data steward; supports alternative investment paperwork for hedge funds and private placements.

About the employer

Sendero Wealth Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.