precise process.
exceptional pace.

Client Advisor

Reference Number: JM5720
Location: Houston, Texas

The Judson Group has partnered with a nationally known and privately-held wealth management firm in the search for a Client Advisor. The Client Advisor acts as the relationship manager helping to maintain client relationships through communications and coordinated delivery of services to individuals, families, trusts, and foundations.

The ideal candidate has financial services experience and a desire to work in a team based environment with HNW client relationships.

Responsibilities:

• Maintain regular client communication, attend client meetings, and handle client service process.

• Participate in maintenance of client accounts including account opening and compliance reviews.

• Prepare client meeting materials and custom reporting.

• Work closely with team members in investment management activities including implementing investment objectives, rebalancing account trades, monitoring asset allocation and investment performance and investment transitions.

• Participate in trust administration activities including preparing initial and annual trust reviews, make required distributions from CRTs and CLTs, and coordinate with tax department the process of gifts to charity and family.

Requirements:

• 5-15 years of financial services experience preferably with exposure to wealth management.

• Bachelor’s degree required; Advanced degree, CFP, CFA, JD designations highly preferred.

• Knowledge of trust administration and fiduciary laws and policies.

Compensation:

Attractive base salary and bonus potential along with excellent benefits package.

Location: Houston, Texas 

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.