Senior Client Service Associate - Wealth Management

Novēm Wealth serves the complex financial planning needs of entrepreneurs, multi-generational families, business owners, and inheritors. As a trusted advisor to family offices and legacy-driven clients, we design thoughtful strategies to preserve, grow, and transfer wealth across generations.

Our firm is built on integrity, discretion, long-term vision, and enduring relationships.

We are growing and seeking an experienced wealth management professional to grow with us.

This is a full-time, on-site role based in The Crescent located in Uptown, in Dallas, Texas.

This is not a general administrative role.

We are seeking a Senior Client Service Associate with direct experience in an RIA, private bank, or financial advisory firm who understands the operational precision and white-glove client service required in a high-touch fiduciary environment.

You will serve as a critical operational partner to our advisors ensuring seamless client experiences, accurate account management, and disciplined execution of compliance and custodial processes.

This role is ideal for someone who thrives behind the scenes yet enjoys meaningful client interaction and takes pride in operational excellence.

• Serve as primary operational support to advisors and firm leadership
• Manage client account onboarding, transfers, maintenance, and documentation
• Coordinate with custodians and third-party partners
• Prepare reports, meeting materials, and client correspondence
• Maintain compliance workflows and confidential records
• Coordinate client meetings and scheduling
• Ensure a polished, seamless client experience at every touchpoint

• 3+ years in a wealth management, RIA, private banking, or financial advisory firm
• Direct experience supporting financial advisors or portfolio managers
• Familiarity with custodial platforms, account documentation, and compliance processes
• Understanding of fiduciary standards and financial terminology
• High attention to detail and operational discipline

• Experience working with high-net-worth or family office clients
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
• Experience with CRM systems and financial planning software
• Bachelor's degree preferred (not required with 10+ years of industry experience)
• Series 7 or 66 license (or willingness to obtain; sponsorship available)

• Discreet, trustworthy, and highly professional
• Organized and proactive
• Calm under pressure
• Motivated to build a long-term career in wealth management
• Exposure to sophisticated clients and complex planning
• Opportunity for licensing and professional growth
• A high-integrity, relationship-driven culture
• A firm committed to long-term vision for clients and team members

If you are an experienced wealth management professional looking to elevate your career in a growing, high-touch advisory firm, we would welcome the opportunity to connect.