OnsiteThis is an exciting opportunity with a growing financial services firm based in Dallas, Texas, specializing in customized wealth management for high-net-worth individuals. The Client Service Associate will play a key role in managing high-net-worth client accounts, providing top-notch support, and ensuring smooth financial operations. The position requires strong organizational skills, the ability to manage multiple tasks, and an engaging, proactive approach to client interactions. This role is ideal for someone passionate about wealth management, with the desire to grow in a dynamic and supportive environment. Employees can look forward to working closely with experienced partners and the opportunity for professional development in a fast-growing firm.
Client Service Associate Responsibilities: - Manage high-net-worth client accounts, providing support and ensuring smooth operations throughout all stages of the client lifecycle
- Oversee money movement processes, including wire transfers, ACH, and journal transactions, ensuring accuracy and timely execution
- Communicate with clients to resolve inquiries, offer proactive financial solutions, and maintain strong, long-term relationships
- Collaborate with outsourced RIA partners for cashiering, compliance, and reporting tasks, ensuring seamless integration of services
- Schedule and coordinate client meetings, manage executive calendars, and ensure clear communication across team members
- Assist with executing trades involving equities, fixed income, and ETFs, providing support while maintaining compliance with regulations
- Provide consistent follow-up with clients, addressing concerns and ensuring satisfaction throughout their financial journey
- Support the integration of new teams and clients after acquisitions, ensuring smooth transitions and continuity of service
Client Service Associate Requirements: - Minimum of three years of experience in financial services with client-facing responsibilities
- Strong organizational skills and attention to detail, able to manage multiple tasks
- Excellent communication skills, with the ability to maintain strong, professional client relationships
- Strong problem-solving abilities, with the capacity to think critically and make decisions independently while managing client needs and expectations
- Experience working with high-net-worth individuals, handling sensitive financial matters
- Proficiency with Microsoft Office, and experience with financial platforms like RedTail, Orion, or Fidelity preferred
Benefits: - Health insurance coverage
- 401(k) with company match
- 1 week PTO plus paid holidays, increases with tenure
- Profit-sharing opportunities and a cash balance pension plan after 1 year
- Birthday off and a supportive, energetic team culture
Join a dynamic company specializing in customized wealth management, seeking a passionate Client Service Associate to manage high-net-worth client accounts and provide exceptional service.