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Senior Wealth Client Service Associate
4 months ago
Reference Number: MHH7446
Location: Dallas, Texas
Judson Group has been retained by a leading holistic independent financial advisory firm in the search for a
Senior Wealth Client Service Associate . The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have the unique role of providing high-touch client service.
This is a leading support role ensuring an exceptional client experience. In this role the employee will cultivate the relationship through superior service focused around client engagement, operations, administration and account management.
Responsibilities:
Helping with the flow of operations to offer the highest level of customer service
Work alongside various teams including compliance, legal, and operations to respond to client services requests
Managing the client onboarding process for HNW clients
Handles all necessary account maintenance
Assist with movement of funds between client accounts, money managers and custodians
Maintaining client data ensuring accuracy, security, and timeliness
Preparing various reports for client reviews and other miscellaneous meetings
Developing new ways to continuously provide the best service to the firm’s clients
Requirements:
Bachelor’s Degree
5+ years’ experience with a Wirehouse or RIA firm working with HNW clients
Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
Knowledge of back-office operations of a financial planning and investment management firm
Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must
Ability to work independently, with little oversight, but with accountability to the client and the organization
Compensation:
Competitive base salary and benefits
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