About Us
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.
About the Role
We’re looking for a friendly, organised and dependable Client Service Administrator to join our growing US team in Cypress, Texas.
This is the kind of role that keeps everything running smoothly. You’ll be the steady hand behind the scenes, making sure paperwork is right, clients are well looked after, and our advisers have everything they need to do their best work.
Whether you’re just starting out and looking for your first step into a rewarding career, or you’re more experienced and want a settled, well-defined role you can really make your own, we’d love to hear from you. No two days are quite the same, but you’ll always have the training, the tools and the support to feel confident in what you do.
Key Duties
• Helping open and set up new client accounts, from start to finish
• Looking after everyday client requests - like updates, withdrawals and changes
• Keeping client records accurate, tidy and up to date
• Preparing paperwork and getting documents signed and returned
• Being a friendly, reliable point of contact for clients, colleagues and partners
• Helping our advisers stay organised and on top of their workload
• Spotting the little things that could be done better
• Making sure everything we do meets the high standards our clients expect
Don’t worry if some of this is new to you. Full training is provided, and you’ll have a supportive team around you every step of the way.
About You
• Take pride in doing a job well and getting the details right
• Friendly, calm and easy to get along with
• Like being organised and keeping on top of things
• Communicate clearly, by email, on the phone or in person
• Comfortable using a computer and happy to learn new systems
• Enjoy being part of a team and helping others
Previous experience in financial services or office administration is a bonus, but is not essential.
Why Join Skybound Wealth USA
• Competitive salary
• 401(k) match up to 4%
• Full training and ongoing support
• A friendly, welcoming and down-to-earth team
• The chance to be part of a respected, fast-growing global firm
• A stable, varied role where your work is genuinely valued
• A great working environment
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them.
Our tailored services include wealth management, investment strategies, pension solutions, savings plans, tax planning, and insurance, designed to fit your unique goals and global lifestyle.
We are proud to have been recognized for our excellence in client service, winning awards such as 'Company of the Year' and accolades for 'Excellence in Client Service.' These awards reflect our dedication to providing high-quality, client-centered advice. These awards are a testament to our commitment to delivering top-quality, client-focused financial advice. They highlight our dedication to maintaining the highest standards and reaffirm why so many clients trust us with their financial futures.
Our experienced advisers provide clear, practical guidance on investments, pensions, savings, and more. We know wealth is about more than money, it’s about your aspirations, your family, and your future.
We put our clients first, celebrating your success and providing transparent, effective strategies that grow and adapt alongside you. Whether you’re planning for a major life event, growing your portfolio, or protecting your loved ones, we’re here to help. Join the clients who trust Skybound Wealth to secure their futures and achieve their financial goals.
