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Client Relations Specialist

2 months ago

Dallas, Texas, United States Boutique Recruiting Full time

Position Overview:
A prominent wealth management firm is seeking a Client Services Associate to enhance the operations of their financial advisory team. This key role is essential in improving the client journey by providing administrative and operational assistance to a group of wealth advisors while ensuring top-notch client service.

Qualifications:
The ideal candidate will possess at least one year of professional experience in a related field, hold a Series 65 or 66 license (or be willing to obtain it), and have familiarity with CRM systems.

You will thrive in a dynamic, collaborative, and professional setting that values support for clients, community engagement, and teamwork.

Key Benefits:
- Flexible hybrid work schedule
- Competitive salary
- Comprehensive medical coverage
- 401k plan
- Opportunities for professional growth and development

Requirements:
- Bachelor’s degree
- Minimum of 1 year of relevant professional experience or internship
- Series 65 or 66 certification is not required initially but must be obtained
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
- Experience with CRM systems, preferably Salesforce
- Strong organizational and communication skills
- Detail-oriented with the ability to manage high volumes of client interactions
- Previous experience in the financial services sector or individual wealth management is preferred

Responsibilities:
- Gather and manage necessary documents for client onboarding
- Assist with client follow-ups, including calls and inquiries
- Respond to client requests, inquiries, and transactions
- Coordinate and schedule meetings between Wealth Advisors and clients as required
- Prepare reports, marketing materials, and other documents for client meetings
- Perform data entry, filing, and other administrative tasks to support Wealth Advisors
- Utilize Microsoft Office Suite for various tasks
- Maintain accuracy and attention to detail while managing high-volume client interactions
- Provide exceptional client service by ensuring timely and accurate responses to inquiries
- Collaborate with Wealth Advisors and support staff to deliver outstanding client experiences

Additional Benefits:
- 100% medical insurance coverage
- Dental and vision insurance
- 401k with 3% match
- 10 days of paid time off
- 5 days of personal sick leave
- 11 paid holidays
- Bonus potential
- Growth opportunities
- Supportive work environment