Client Services Associate

Company Description:Brasada Capital Management is a privately-owned Registered Investment Advisor based in Houston, Texas. The firm was started eighteen years ago by alumni of one of the largest mutual fund management companies in the country and has grown over the years organically and from two acquisitions of like-minded organizations. Managing money for high-net-worth investors, Brasada is focused on delivering results with a strong client-first culture centered on a strong investment process. https://www.brasadacapital.com/Job Summary: The Client Service Associate (CSA) is a key member of the Brasada team and often the first voice and face our clients encounter. This role is central to shaping the client experience - whether welcoming new relationships, supporting ongoing needs, or ensuring operational excellence behind the scenes. We are looking for someone who is warm, resourceful, detail-oriented, and energized by helping others succeed. The ideal candidate thrives in an investment management environment and takes pride in delivering exceptional service.Key Responsibilities: • Serve as the primary point of contact for client and prospect inquiries via phone and email, ensuring timely, accurate, and thoughtful responses. • Process money movements including distributions, contributions, and asset transfers in accordance with firm and custodial procedures. • Manage all aspects of the new account onboarding process, ensuring a smooth and error-free client experience. • Prepare and deliver monthly and quarterly client statements and assist with ad-hoc reporting requests. • Maintain strong communication and coordination with Investment Advisors, Traders, and Operations to support client needs and daily workflows. • Monitor, research, and address custodial alerts and notifications. • Lead the planning and logistics for the firm’s Bi-Annual Client Events. • Ensure client information is current and accurate across CRM, custodial systems, and internal databases.Qualifications: • Prior experience in Client Service, Customer Support, or Operations - preferably within an investment management firm, RIA, or broader financial services environment. • Bachelor’s degree in Business Administration, Finance, or a related field. • Strong written and verbal communication skills with a client-centric, professional approach.• Proficiency in Microsoft Office, particularly Outlook, Excel, and Word. • Experience with Orion, Salesforce CRM, or Charles Schwab’s custodian platform is preferred but not required. • Excellent attention to detail, organizational skills, and the ability to manage multiple priorities.