Client Services Associate
Dallas, Texas
Employer: Boutique Recruiting
Industry: Wealth Management
Salary: Competitive
Job type: Full-Time
A well-established wealth management firm in Dallas, TX is in search of a Client Services Associate to support their financial advisory team! This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational support to three wealth advisors and delivering exceptional client service. You need to have 1 year of professional experience in a related industry, have a series 65 or 66 license (or be able to pass the test) and exposure to CRM systems.
You will be working in a fast-paced, team-oriented and professional environment that embraces a culture of support for clients, the community and one another. The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!
Client Services Associate Requirement s:
Client Services Associate Responsibilities:
Benefits:
To learn more about this position, submit your application today!
#LI-POST #LI-HYBRID #LI-KL1
You will be working in a fast-paced, team-oriented and professional environment that embraces a culture of support for clients, the community and one another. The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!
Client Services Associate Requirement s:
- Bachelor's degree
- Minimum of 1 year of professional experience or relevant internship experience
- Series 65 or 66 certification is not required initially but must be obtained
- Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
- Experience with CRM systems, preferably Salesforce
- Excellent organizational and communication skills
- Detail-oriented and able to handle high volumes of client interactions
- Prior experience in the financial services industry or individual wealth management is preferred
Client Services Associate Responsibilities:
- Collect and manage required documents for onboarding
- Assist with client follow-up, including calls and inquiries
- Respond to client requests, inquiries, and transactions
- Coordinate and schedule meetings between Wealth Advisors and clients as needed
- Prepare reports, marketing materials, and other documents for client meetings
- Perform data entry, filing, and other administrative tasks to support the Wealth Advisors
- Utilize Excel, Word, Outlook, and PowerPoint for various tasks
- Maintain accuracy and attention to detail while managing high-volume client interactions
- Provide exceptional client service by ensuring timely and accurate responses to client inquiries
- Collaborate with the Wealth Advisors and support staff to deliver optimal client experiences
Benefits:
- 100% medical insurance coverage
- Dental and Vision insurance
- 401k with 3% match
- 10 days PTO
- 5 days PSL
- 11 paid holidays
- Bonus potential
- Growth opportunities
- Flexible hybrid schedule
- Friendly work environment
To learn more about this position, submit your application today!
#LI-POST #LI-HYBRID #LI-KL1
Created: 2024-08-22
Reference: a0CUm00001Pccm5MAB
Country: United States
State: Texas
City: Dallas
ZIP: 75287
Similar jobs:
-
Client Services Analyst
UT Health Northeast in Tyler, Texas -
Technical Support Specialist Lead, IR Client Services
UT Southwestern Medical Center in Dallas, Texas -
Registered Client Service Associate **
Morgan Stanley in Dallas, Texas -
Sr Client Service Specialist, Commercial Risk - Insurance Advisory Solutions (Rockwall)
Transforce in Rockwall, Texas -
Sr Client Service Specialist (Banking
Insight Global in Houston, Texas -
Client Service Supervisor
Aveanna Healthcare in Dallas, Texas -
Senior Client Service Associate-Frisco, TX
Raymond James Financial Incorporated in Frisco, Texas -
Part Time-Client Service Associate-Dallas, TX
Raymond James Financial Incorporated in Dallas, Texas -
Registered Client Service Associate
Morgan Stanley in Austin, Texas -
Digital Product Manager (Client Services)
CBRE in Dallas, Texas💸 $139996 per year -
Senior Registered Client Service Associate-Frisco, TX
Raymond James Financial Incorporated in Frisco, Texas -
Manager, Federal Tax (Private Client Services)
Alvarez & Marsal in Houston, Texas💸 $105000 - $130000 per year -
Client Service Associate-Austin, TX
Raymond James Financial Incorporated in Austin, Texas -
Client Services Specialist
Public Storage in Plano, Texas -
Client Development Financial Services VP
Fisher Investments in Plano, Texas -
Registered Client Service Associate
Morgan Stanley in Austin, Texas -
Client Service Manager
Boutique Recruiting in Fort Worth, Texas💸 $80000 - $150000 per year -
Manager, Private Client Services (Family Office)
Alvarez & Marsal in Houston, Texas💸 $105000 - $130000 per year -
Registered Client Service Associate
Morgan Stanley in Austin, Texas -
Client Service Associate-Frisco, TX
Raymond James Financial Incorporated in Frisco, Texas