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Wealth Management Client Service Associate
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-15
Listing for:
Aspiriant
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Aspiriant is seeking a Portfolio Administrator in Austin, TX, to enhance client services and maintain client portfolios. The role requires excellent client service skills, a Bachelor's degree, and experience in financial services. You’ll work closely with Wealth Managers and UHNW clients, coordinating requests and managing portfolios.
The ideal candidate is detail-oriented, organized, and can handle high volumes of requests effectively. Aspiriant values collaboration, client focus, and diversity in its workplace.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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