Senior Private Wealth Client Services Lead

Insperity, Houston-based, seeks a Senior Client Service Associate for Private Wealth Services. You will support Wealth Advisors, manage client relationships, and ensure a high-quality client experience in a fast-paced firm.

Responsibilities include onboarding clients, maintaining CRM records, preparing reports, and coordinating with operations and compliance to resolve client inquiries. We offer competitive pay ($100,000–$120,000), strong benefits, and a collaborative culture that values