Senior Client Service Associate

WHO WE ARE

Westwood Management Corporation is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions.  Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients.  Westwood has two distinct investment capabilities in U.S. Value Equity and Multi-Asset.  Based in Dallas, Westwood also maintains an office in Houston. We are focused on transparency, ethical conduct, giving back to communities in which we operate and creating an environment where our employees can flourish as they serve our clients.  

ABOUT THE ROLE

Responsible for support of Westwood’s Client Service & Sales development efforts as it relates to the institutional wealth management team. Interact independently in a professional and timely manner with institutional clients, consultants, and other financial professionals. This includes timely completion of information requests and assistance with problem resolution independently. Supports the efforts of our senior sales and client service professionals via the independent creation of all materials for current and potential clients. All responsibilities are expected to be performance at a Senior Level with minimal instruction and supervision.

A DAY IN THE LIFE

Institutional Relationship Support:

• Serve as point of contact for all designated client/consultant relationships in assisting the senior members of the team.
• Assist in management of client/consultant relationships by responding to all inquiries and handling all internal serving needs of clients/consultants/financial professionals.
• Create and prepare client/sales presentations, meeting materials, collateral, and ad hoc requests for information for advisor team.
• Responsibility for daily account administration, including but not limited to receipts, distributions, and general account maintenance.

Account Services Support:

• Resolve administrative matters and maintain client/consultant records.
• Manage client on-boarding and off-boarding processes.
• Complete and coordinate reporting requests and questionnaires, including but not limited to RFIs, DDQs, RFPs. This includes, but is not limited to, preparation of responses, liaison with other departments for necessary input, management of timeline for providing responses, coordination of compliance review, and timely delivery of final response.
• Complete all daily/monthly/quarterly standard reporting requirements of clients/consultants.
• Responsible for account financial transaction processing and assistance with plan administration functions.

Advisor Team Support:

• Support Advisor team initiatives related to client retention, new business initiatives and service enhancement.
• Work in coordination with other departments to assist in the updating and creation of all materials for clients/consultants.
• Participate in various projects as needed to support the team.
• Understand the firm, our services, its various investment strategies and investment processes.
• Other duties as assigned

WHAT YOU'LL NEED

Minimum Education Required:

•  Bachelor’s degree in business, finance, accounting, or equivalent experience required.

Minimum Specific Experience Required

• 3 years of experience in a client service organization; institutional, trust, or investment management experience preferred.

WHO YOU ARE

• Superior interpersonal, organizational and client service skills with a proven ability to build and maintain relationships.
• Excellent communication skills and phone etiquette with a client focus.
• High attention to detail and accuracy while working with multiple internal constituents.
• Mature, polished and professional presence and disposition.
• Positive attitude with a friendly and upbeat demeanor.
• Highly motivated and proactive with a willingness to assist in all tasks.
• Ability to maintain confidentiality.
• Proficiency with Microsoft Office including Word, Excel and Outlook.
• Able to work collaboratively in a small team environment.

WHAT YOU'LL GET

• Competitive salary, benefits and 401K company match that vests immediately upon participation.
• Parental leave & PTO policy.
• Collaborative, dynamic work environment with a fast-paced, mission driven company.

PHYSICAL DEMANDS

• The physical demands required to perform the essential duties successfully are consistent with a professional office environment.

TRAVEL

• This position generally does not require travel.