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Client Services Associate

2 months ago

Grand Prairie, United States Talently, LLC Full time

Job DescriptionJob Title: Client Services Associate (CSA)Location: Dallas, TXSalary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player to join our firm in the role of Client Service Associate. Our promise to team members is that you will grow with us. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generationsResponsibilities:This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements.Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software.Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their timeComplete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the clientSkills/Experience::2+ years of experience in a client service role in the financial services industryRobust PC knowledge, typing skills and proficiency in Microsoft Office SuiteAbility to handle multiple priorities and requests from advisors and clientExperience working daily with a workflow technology systemPrior experience with SalesforceBachelor's degree preferred