Client Services Associate

Client Service Associate

K|H Private Wealth | Plano, Texas

Full-Time | In-Office

About K|H Private Wealth

K|H Private Wealth is an independent wealth management firm serving successful individuals, business owners, and multigenerational families. We provide highly personalized wealth management and family wealth guidance, helping clients navigate financial complexity with clarity, confidence, and purpose.

Our approach is built on trusted relationships, thoughtful coordination, and an unwavering commitment to exceptional service. We believe the details matter, and that a truly elevated client experience comes from anticipating needs, following through on commitments, and treating every client relationship with care.

As a growing firm, we are seeking a Client Service Associate who shares these values and takes pride in delivering outstanding work.

About the Role

The Client Service Associate plays an important role in supporting our advisors and delivering the high level of service our clients expect.

This position is ideal for a highly organized, detail-oriented professional who enjoys managing responsibilities, solving problems, and ensuring that nothing falls through the cracks.

You will work closely with our leadership team, providing administrative and operational support while helping coordinate the day-to-day needs of our clients.

We are looking for someone who takes ownership of their work, values accuracy, and genuinely enjoys helping others.

Key Responsibilities

Client Service & Relationship Support

• Deliver a professional, responsive, and highly personalized experience to clients and their families.
• Assist with client requests, account-related matters, and ongoing service needs.
• Coordinate client meetings, prepare materials, and track follow-up items.
• Maintain accurate client information, records, and documentation.
• Anticipate client and advisor needs to ensure a seamless service experience.

Administrative & Operational Support

• Manage administrative workflows, deadlines, and outstanding tasks with accuracy and consistency.
• Assist with account opening, transfers, distributions, and other financial account processes.
• Prepare, review, and organize forms, documents, and correspondence.
• Coordinate with custodians, financial institutions, and outside professionals as needed.
• Track requests through completion, proactively communicating updates and resolving outstanding items.
• Help maintain and improve internal processes to support efficiency and consistency.

Team Support & Collaboration

• Provide dependable administrative support to the firm's advisors.
• Help coordinate priorities, schedules, and client deliverables.
• Identify potential issues, address them proactively, and communicate when additional guidance is needed.
• Contribute to a collaborative, service-oriented environment where every team member takes pride in the firm's success.

What We're Looking For

• 3+ years of experience in administrative support, client service, executive support, or a related professional environment preferred.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Demonstrated ability to manage multiple responsibilities, prioritize effectively, and meet deadlines.
• A proactive approach to problem-solving and following through on commitments.
• Professionalism, sound judgment, discretion, and respect for confidentiality.
• Strong proficiency with Microsoft Office and the ability to learn new systems and technology.
• A genuine commitment to providing exceptional service.

Preferred, But Not Required

• Experience in wealth management, financial services, private banking, or a registered investment advisory (RIA) firm.
• Familiarity with Fidelity or other financial custodial platforms.
• Experience with client relationship management (CRM) systems, account documentation, or financial operations.

Prior financial industry experience is valuable, but strong administrative capabilities, attention to detail, and exceptional client service experience are our highest priorities.

Who Will Thrive Here

The right person for this role enjoys being the individual others can depend on. You take satisfaction in keeping things organized, getting the details right, and seeing responsibilities through to completion.

You are comfortable working in a professional, high-expectation environment where accuracy, discretion, and responsiveness matter. You recognize that exceptional service is often found in the smallest details.

You take pride in delivering excellent work, anticipating needs, and following through on commitments. You are confident in your abilities, thoughtful in your approach, and understand that exceptional service requires both attention to detail and strong relationships.

Why K|H Private Wealth?

At K|H Private Wealth, you will join a close-knit, growing firm where your contributions matter. You will work directly with experienced wealth management professionals, build meaningful relationships, and have opportunities to expand your skills and responsibilities over time.

We value integrity, accountability, continuous improvement, and a commitment to doing what is right for our clients.

This is an opportunity to build a meaningful career with a firm that believes exceptional service begins with exceptional people.

If you are a detail-oriented professional who enjoys providing exceptional service, takes ownership of your responsibilities, and values being part of a high-performing team, we would welcome the opportunity to learn more about you.