104 Client Services Associate Jobs in Dallas, TX
International Search Consultants is Hiring a Client Services Associate Near Dallas, TX
Client Service Associate
Dallas, TX
ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their growing Dallas office.
The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors to ensure clients receive high touch service and their financial transactions/money movements are processed in a timely/accurate manner. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.
Client Service Associate Rewards:
- Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun and exciting place to work.
- Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.
- Competitive compensation package.
Client Service Associate Requirements:
- Bachelor’s Degree is preferred.
- Minimum of 3 years of Financial Services experience - Wealth Management is highly preferred.
- Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
- Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.
- Ideally, this person has a vested interest in technology, investment management and in providing client solutions within a fast-paced/deadline-oriented team.
Client Service Associate Responsibilities:
As a Client Service Associate, you will be responsible for supporting the firm’s Advisors and Clients directly. You will also partner with the Operations team members to manage the needs of the Advisor’s client base and have an opportunity to be actively involved in projects as the firm continues to grow.
- Partner with Wealth Advisors to service the firm's UHNW Clients.
- Interact with the Firm's centralized Operations teams.
- Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements).
- Prepare new account paperwork, contracts, and subscription agreements.
- Manage the opening and closing of accounts – this includes SMA’s and brokerage.
- Handle KYC profile and searches.
- Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, journals.
- Assist with presentations and proposals using PowerPoint and Excel.
- Prepare performance reports.
- Continually monitor and update Client database and portfolio/account management applications, this includes Salesforce, Addepar, Black Diamond.
Job Summary
Full Time
$51k-66k (estimate)
07/02/2024
07/18/2024
internationalsearchconsultants.net
Phoenix, NY
<25
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The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
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Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
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Client services representatives manage client relationships and provide customer support.
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A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
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Client services associates also should have strong math, time management and critical thinking skills.
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These associates provide administrative and client support to financial advisers.
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Client Services Associate must be excellent communicators capable of leading a team.
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And strong client relations skills are key to building and maintaining long-lasting business relationships.
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Step 3: View the best colleges and universities for Client Services Associate.
