Wealth Operations & Client Services Specialist
Listed on 2026-10-11
-
Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant, Banking & Finance
Clayton Services is seeking a Wealth Management Operations Specialist in Houston, TX to support client onboarding, workflow management, and retirement account operations. The role involves coordinating with custodians, preparing meeting materials, and ensuring timely follow-up on requests.
Ideal candidates have 1+ year in wealth management or retirement services, with a Series 65 license preferred and strong organizational, communication, and service orientation.
Our team is growing, and we are hiring a Wealth Operations & Client Services Specialist in Houston, TX, United States.
Consider building your career as a Wealth Operations & Client Services Specialist at Clayton Services.
The Wealth Operations & Client Services Specialist position in the Finance, Management & Operations field is open for applications.
We have an opening for a Wealth Operations & Client Services Specialist in Houston, TX, United States within Finance, Management & Operations.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).