Linscomb Wealth - Client Service Associate Manager (Wealth Management)

Location: Houston, TX, United States; office-based

Company

hirify.global provides banking and wealth management services through its Linscomb Wealth business.

What you will do

• Manage the Client Service team, including daily operations, staffing, performance evaluation, training, and development.
• Support clients with opening and servicing portfolio accounts and attend client meetings as needed.
• Develop client service policies, procedures, practice standards, quality controls, and review processes.
• Coordinate with third-party custodians and internal Operations and Wealth Advisory departments.
• Provide updates in advisor and firm staff meetings and support ongoing digital transformation initiatives.
• Align department goals, priorities, timelines, and service execution with the firm’s strategic plan.

Requirements

• Bachelor’s degree from a four-year college or university, preferably in business, finance, or a related field.
• 10+ years of experience in client service.
• Prior leadership or management experience is preferred.
• Experience with Fidelity and Schwab custodial platforms.
• Proficiency with Microsoft 365, including Word, Excel, Outlook, and PowerPoint.
• Strong organizational, communication, multitasking, attention-to-detail, and follow-through skills.

Nice to have

• Experience with CRM, portfolio accounting systems, and document management software.
• Background in recruiting, training, succession planning, or developing client service career paths.

Culture & Benefits

• Office-based workplace with potential flexible arrangements for certain positions, subject to hiring team confirmation.
• Focus on communication, collegiality, strong team culture, excellent service, and execution.
• Compliance with firm HR and compliance policies is required.
• The position is exempt and not eligible for overtime pay.