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Client Services Associate

3 months ago

Dallas, United States Delta Dallas Full time

Client Services Associate

Delta Dallas is partnering with a Financial Wealth Management Advisory firm in its search for Client Services Associate. This role is responsible for the back-end operational support and include money movement, onboarding new clients, preparing daily reports and assisting advisors as needed.

Responsibilities include:

  • Serve as primary liaison between the financial advisors of the firm, custodians, clients, and client’s professional team, building trusted relationships
  • Support advisors, other team members and clients
  • Handle incoming advisor and client phone calls by resolving and troubleshooting service issues
  • Prepare, send out and execute new client onboarding paperwork
  • Prepare money movement paperwork and some custodian forms
  • Facilitate money movements using custodian websites
  • Run daily reports
  • Other administrative/operational duties as assigned

Requirements:

  • Bachelor's degree highly preferred
  • Three to five years’ experience in the financial services industry specifically supporting wealth management or investment teams
  • Strong client service skills
  • Excellent attention to detail and organizational skills
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to work well in a structure and collaborative team environment.