Financial Services Coordinator

1 week ago


Dallas, Texas, United States Delta Dallas Full time
Client Services Associate/Brokerage Assistant

Delta Dallas is partnering with a Financial Wealth Management Advisory firm to fill a Client Services Associate/Brokerage Assistant role. This position is responsible for providing back-end operational support, including money movement, onboarding new clients, preparing daily reports, and assisting advisors as needed.

Key Responsibilities:
  • Act as the primary liaison between financial advisors, custodians, clients, and client professionals, building trusted relationships.
  • Support advisors, 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 custodian forms.
  • Facilitate money movements using custodian websites.
  • Run daily reports.
  • Perform other administrative and 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 structured and collaborative team environment.


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