Current jobs related to Client Services Associate - Dallas - International Search Consultants

  • Client Services Associate

    8 hours ago

    Dallas, Texas, United States HFS Wealth Management Full time

    {"h1": "Client Services Associate", "p": "At HFS Wealth Management, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service and support to our clients. Your primary responsibilities will include addressing external and internal...

  • Client Services Associate

    2 days ago

    Dallas, United States EQ Wealth Advisors Full time

    Company Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...

  • Client Services Associate

    1 day ago

    Dallas, United States EQ Wealth Advisors Full time

    Company Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...

  • Client Service Associate

    1 week ago

    Dallas, United States Stifel Financial Full time

    Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, w Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail

  • Client Services Associate

    2 days ago

    Dallas, United States HFS Wealth Management Full time

    Job SummaryThis is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team...

  • Client Services Associate

    2 months ago

    Dallas, United States Boutique Recruiting 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...

  • Client Services Associate

    2 months ago

    Dallas, United States Delta Dallas Full time

    Client Services AssociateDelta 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...

  • Client Services Associate

    1 month 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...

  • Client Services Associate

    1 month ago

    Dallas, United States Delta Dallas Full time

    Client Services AssociateDelta 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...

  • Client Services Associate

    1 month 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...

  • Client Services Associate

    5 days ago

    dallas, United States Delta Dallas Full time

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

  • Client Service Associate

    1 week ago

    Dallas, United States Stifel Financial Full time

    Description Summary Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for...

  • Client Service Associate

    6 days ago

    Dallas, Texas, United States BankTalent HQ Full time

    Client Service Associate Job DescriptionAt BankTalent HQ, we're committed to delivering exceptional customer experiences. As a Client Service Associate, you'll play a vital role in providing top-notch service to our clients and customers.Key Responsibilities:Process financial transactions accurately and efficiently, maintaining a high level of balancing...

  • Client Service Associate

    4 days ago

    Dallas, Texas, United States BankTalent HQ Full time

    Client Service AssociateAt BankTalent HQ, we're committed to delivering exceptional customer experiences. As a Client Service Associate, you'll play a vital role in providing top-notch service to our clients and customers at our banking center in Dallas, TX.Key Responsibilities:Process financial transactions accurately and efficiently, maintaining a high...

  • Client Service Associate

    1 day ago

    Dallas, Texas, United States Amegy Bank Full time

    Client Service AssociateAmegy Bank is seeking a dynamic and customer-focused individual to join our team as a Client Service Associate to service our clients and customers at our Love Field Banking Center in Dallas, TX.Key Responsibilities:Provide full-service banking by accurately processing all financial transactions in a timely manner within established...

  • Client Service Associate

    4 days ago

    Dallas, Texas, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our client services team, you will provide exceptional support to our Financial Advisors, ensuring seamless account opening and maintenance processes.Key ResponsibilitiesAssist Financial Advisors with client...

  • Client Service Associate

    1 week ago

    Dallas, Texas, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Truist Inc. As a Client Service Associate, you will play a critical role in providing exceptional support to our Financial Advisors, ensuring seamless client experiences, and driving business growth.Key ResponsibilitiesAssist Financial Advisors in...

  • Client Service Associate

    2 weeks ago

    Dallas, Texas, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Truist Inc. As a Client Service Associate, you will play a critical role in providing exceptional support to our Financial Advisors, ensuring seamless client experiences, and driving business growth.Key ResponsibilitiesAssist Financial Advisors in...

  • Client Services Associate

    4 weeks ago

    Dallas, Texas, United States CapLeo Global Full time

    Job Title: Receptionist Company: CapLeo Global Position Overview: As a Receptionist at CapLeo Global, you will be the first point of contact for our clients and visitors, providing a welcoming and professional atmosphere. Key Responsibilities: Welcome clients and guests with a friendly and helpful demeanor. Assist visitors in navigating the office...

  • Client Service Associate

    1 week ago

    Dallas, United States BankTalent HQ Full time

    At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn‘t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...

Client Services Associate

3 months ago

Dallas, United States International Search Consultants Full time

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.