What are the responsibilities and job description for the Future Opportunities - Client Service Associate position at Tolleson Wealth Management?
Job Description
Job Description
We are continually seeking talented individuals to join our team. Please submit your application to be considered for future opportunities. Qualified candidates will be contacted as positions become available.
Overview : As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests, answering inquiries, and providing guidance to ensure an exceptional, white-glove client experience.
Duties and Responsibilities :
- Assist in the client onboarding process and ongoing data maintenance by collecting and organizing the incoming client information and documents
- Act as first point of contact with clients and outside advisors regarding day to day and operational client matters
- Coordinate information requests for investments and other business activities with client, client assistants and other outside advisors
- Maintain client files and records, including scanning of mail and updating CRM system (contact information, non-financial assets, etc.)
- Coordinate with back office to create and track receipt of various paperwork for client signature (financial management agreements, letters of authorization, account paperwork, tax documents and returns, etc.)
- Banking and investment account transactions
Cash movement (domestic, international) – checks, wires, journals, ACH
Minimum Qualifications :
Other Essential Candidate Traits :
NO AGENCIES PLEASE
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer.
