Client Relationship Specialist
2 weeks ago
Client Services Associate
Delta Dallas is collaborating with a Financial Wealth Management Advisory firm to find a Client Services Associate. This position is focused on providing essential operational support, which includes managing client onboarding, facilitating financial transactions, and generating daily performance reports while assisting advisors as required.
Key Responsibilities:
- Act as the main point of contact between the firm's financial advisors, custodians, clients, and their professional teams, fostering strong relationships.
- Assist advisors, team members, and clients effectively.
- Address incoming calls from advisors and clients, resolving service-related issues promptly.
- Prepare and execute documentation for new client onboarding.
- Manage paperwork related to financial transactions and custodian forms.
- Oversee financial transactions through custodian platforms.
- Generate and review daily operational reports.
- Perform additional administrative and operational tasks as needed.
Qualifications:
- A Bachelor's degree is highly preferred.
- Three to five years of experience in the financial services sector, particularly in support roles for wealth management or investment teams.
- Exceptional client service abilities.
- Strong attention to detail and excellent organizational skills.
- Capability to prioritize tasks, meet deadlines, and perform under pressure in a fast-paced and complex environment.
- Able to thrive in a structured and collaborative team setting.
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