How to Apply

To apply, please submit your resume and Your Story/Background note that addresses the following:

1. Why you are drawn to working as a fiduciary rather than in a commission-based or conflict-prone environment

2. An example of how you've built and maintained a strong client relationship in your career

3. How you organize your work and maintain attention to detail when multiple priorities seek your attention

Notify us if using AI to respond as that is one of the skills that we are actively looking for in our search.

JOB DESCRIPTION

BENZER CAPITAL

Preserving Wealth for Generations

Client Relationship Associate

Full-Time Position | In-Office | Missouri City Area [Houston]

About Us

Benzer Capital is a boutique fiduciary wealth management firm in Southwest Houston serving affluent entrepreneurial families. We work in our clients' best interest to provide customized multi-generational asset management, estate and advanced planning. We are looking for an individual who is diligent and provides high quality support to the Practice and our Clients.

Position Overview

This position is for a motivated and career-oriented individual with positive and pleasant demeanor to join our firm and step into an instrumental role. Help conduct the smooth operation and planning of a productive and efficient wealth management office.

In this role, you will build and maintain deep client relationships, deliver exceptional client experience, and contribute to the growth of the firm while working alongside a highly skilled, diligent team.

Key Responsibilities

Client Relationship Management

Areas of assistance to Principal Advisor:

• Serve as primary point of contact for assigned client relationships
• Assist in conducting discovery meetings, strategic planning sessions, and regular progress reviews
• Work alongside team members to build long-term, trust-based relationships with high-net-worth and ultra-high-net-worth clients
• Deliver consistent white-glove client experiences with high-touch finesse
• Assist Principal Advisor cultivate relationships with prospective clients through networking and referrals
• Clearly demonstrate and communicate Benzer Capital's unique value proposition
• Identify and cultivate relationships with prospective clients through networking and referrals

Financial Planning and Advisory

Areas of assistance to Planning Director:

• Develop and present comprehensive financial plans addressing investment management, estate planning, tax optimization, and wealth transfer
• Analyze client financial situations and provide customized recommendations aligned with their goals
• Monitor and adjust financial strategies in response to market conditions and life changes
• Collaborate with internal team and external experts (CPAs, estate attorneys, insurance specialists) to deliver integrated solutions

Client Service and Office Support

Areas of assistance to Client Service Associate:

• Maintain thorough documentation of all client interactions and recommendations
• Ensure all activities adhere to fiduciary standards and regulatory requirements
• Utilize firm systems to manage client workflows
• Protect client confidentiality and maintain the highest ethical standards
• Manage client visits, calls, emails, client questions, and correspondence
• Prepare proposals, account opening and maintenance.
• Follow Benzer Model to set up and update client profiles and financial lives
• Respond to ad hoc requests, coordinate/track projects
• Manage office and office environment including both physical presentation and professional demeanor.

Qualifications Required

• Bachelor’s degree in Financial Planning, Finance, Business, or related field
• 3-5 years of experience in client-facing financial services, wealth management, or financial advisory
• Demonstrated ability to build and maintain strong client relationships
• Strong financial acumen and understanding of investment principles, financial planning concepts, and wealth management strategies
• Excellent written and verbal communication skills
• High level of personal organization, attention to detail, and follow-through
• Commitment to working in-office in the Missouri City area
• Alignment with fiduciary principles and client-first values

Other qualifications and skills we value

• Entrepreneurial perspective with a service-first mindset
• Ability to use AI within guardrails
• Experience serving high-net-worth or ultra-high-net-worth clients
• Familiarity with financial planning software (eMoney, MoneyGuidePro, etc.)
• Work with custodians such as Schwab, Fidelity, etc.

Compensation, Benefits and Other Details

• Full Time, on site – Missouri City TX 77459, 90-day probation
• Competitive base salary commensurate with experience
• Performance-based bonus structure tied to both individual achievement and firm success
• 401(k)
• 401(k) matching
• Health insurance [Marketplace HRA]
• Dental insurance
• Vision insurance
• Life insurance
• Professional development assistance
• Paid time off
• Company paid holidays

What Sets This Role Apart

• Fiduciary-First Environment: Work for a firm that truly puts clients first, not one driven by sales quotas or product commissions
• Specialized Niche: Develop deep expertise serving entrepreneurial families
• Quality Over Quantity: Focus on delivering exceptional service to a smaller number of high-value clients rather than chasing volume
• Performance-Based Success: Your compensation grows with your contributions and the firm's success, not through pushing products
• Collaborative Culture: Work alongside a diligent, high-performing team that values preparation, accuracy, and follow-through
• Professional Growth: Build a long-term career with a growing boutique firm that invests in your development

Pay: $52,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Vision insurance

Experience:

• Financial services: 2 years (Preferred)

Location:

• Missouri City, TX 77459 (Preferred)

Work Location: In person