Financial Services Coordinator
2 days ago
Location: Dallas, TX
Salary: $75K + benefits
Skills: Client Service Associate / CSA / paraplanner
About Company / Opportunity:
We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services. We are 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.
Responsibilities:
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 include:
- 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 support advisors by anticipating client needs and enabling advisors to maximize their time.
- Complete requests from advisors and clients within 24-48 hours, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.
- Operate 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 client.
Requirements:
- 2+ years of experience in a client service role in the financial services industry.
- Robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite.
- Ability to handle multiple priorities and requests from advisors and clients.
- Experience working daily with a workflow technology system.
- Prior experience with Salesforce.
- Bachelor's degree preferred.
-
Financial Services Collector
3 weeks ago
Dallas, Texas, United States Stellantis Financial Services US Full timeAbout Stellantis Financial ServicesWe are a leading provider of financial services for the automotive industry, with a strong focus on customer satisfaction and loyalty. Our team is dedicated to delivering exceptional service and support to our customers, and we are seeking a highly skilled and motivated individual to join our team as a Financial Services...
-
Financial Services Coordinator
3 weeks ago
Dallas, Texas, United States Delta Dallas Full timeJob Summary:Delta Dallas is seeking a highly skilled Financial Services Coordinator to join its team. As a key member of the financial services team, this role will provide critical support to financial advisors, clients, and internal stakeholders.Key Responsibilities:Client Liaison: Serve as the primary point of contact between financial advisors,...
-
Financial Services Representative
1 month ago
Dallas, Texas, United States PR Financial Full timeAbout PR FinancialPR Financial is a leading provider of insurance solutions, dedicated to helping individuals and businesses achieve their financial goals. We are seeking a highly motivated and experienced Insurance Sales Agent to join our team.Key ResponsibilitiesDevelop new business opportunities by identifying and pursuing potential clientsWork closely...
-
Financial Services Professional
5 days ago
Dallas, Texas, United States Spectrum Financial Group Full timeAbout Spectrum Financial GroupWe are a full-service financial services firm dedicated to providing comprehensive investment advice to our clients. With decades of experience, we offer a wide range of financial solutions to investors in all stages of life.The OpportunityWe are seeking an entry-level Financial Advisor to join our growing team. As a Financial...
-
Financial Services Professional
6 days ago
Dallas, Texas, United States Spectrum Financial Group Full timeUnlock Your PotentialAre you ready to take control of your life and make a meaningful impact?As a Financial Services Professional with Spectrum Financial Group, you'll have the opportunity to build a successful business and help individuals, businesspeople, and families achieve financial stability and peace of mind.Our firm is built on a culture of...
-
Financial Services Professional
1 week ago
Dallas, Texas, United States Spectrum Financial Group Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned financial advisor looking to take your practice to the next level? Do you value innovation, flexibility, and a strong teaming model? We invite you to join Spectrum Financial Group, a forward-thinking firm that respects your experience and expertise.As a Financial Advisor at Spectrum Financial...
-
Financial Services Professional
1 week ago
Dallas, Texas, United States Spectrum Financial Group Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your practice to the next level? Do you value innovation, flexibility, and a strong teaming model? We invite you to join Spectrum Financial Group, a forward-thinking partner that respects your experience and expertise.As a Financial Advisor at our firm, you'll...
-
Collections Onboarding Coordinator
3 weeks ago
Dallas, Texas, United States Stellantis Financial Services US Full timeAbout Stellantis Financial Services USStellantis Financial Services US is a leading global mobility player guided by a clear mission: to provide freedom of movement for all through distinctive, appealing, affordable, and sustainable mobility solutions.Job SummaryWe are seeking a highly skilled Collections Onboarding Coordinator to join our team. As a key...
-
Collections Onboarding Coordinator
2 weeks ago
Dallas, Texas, United States Stellantis Financial Services US Full timeAbout Stellantis Financial Services USStellantis Financial Services US is a leading global mobility player guided by a clear mission: to provide freedom of movement for all through distinctive, appealing, affordable, and sustainable mobility solutions.Job SummaryWe are seeking a highly skilled Collections Onboarding Coordinator to join our team. As a key...
-
Financial Reporting Manager
1 week ago
Dallas, Texas, United States GuideStone Financial Full timeJob SummaryGuideStone Financial seeks a highly skilled Financial Reporting Manager to oversee the financial reporting function, including external financial statement preparation and internal management reporting. The successful candidate will supervise, direct, and train reporting staff to produce timely and accurate reports that meet the needs of...
-
Financial Services Associate
4 weeks ago
Dallas, Texas, United States Financial Staffing Resources, Ltd. Full timeJob SummaryWe are seeking a highly skilled and customer-focused Teller/Member Service Representative to join our team at Financial Staffing Resources, Ltd.About the RoleProvide exceptional customer service to our members, ensuring a positive and efficient experience.Assist with various financial transactions, including account openings and closings.Support...
-
Client Service Specialist
3 weeks ago
Dallas, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled Client Service Specialist to join our team at BOK Financial. As a Client Service Specialist, you will play a critical role in providing exceptional service to our clients, ensuring that their needs are met and exceeded.Key ResponsibilitiesMaintain current client accounts, update registrations, and set up new...
-
Financial Services Coordinator
5 days ago
Dallas, Texas, United States Mohawk Industries Inc Full timeAbout the RoleMohawk Industries, Inc. is seeking a highly skilled Senior Credit Coordinator to join our team. As a key member of our financial services department, you will play a critical role in supporting both internal and external customer relationships.Key ResponsibilitiesAssist the Regional Credit Manager in supporting both internal and external...
-
Financial Services Consultant
2 weeks ago
Dallas, Texas, United States Cetera Financial Group Full timeAbout UsCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.What We OfferInclusive health, dental, vision, and life insurance plans built to...
-
Financial Services Coordinator
2 weeks ago
Dallas, Texas, United States Delta Dallas Full timeClient Services Associate/Brokerage AssistantDelta 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...
-
Financial Services Coordinator
1 week ago
Dallas, Texas, United States Delta Dallas Full timeClient Service Associate/Brokerage AssistantDelta 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...
-
Financial Services Specialist
2 weeks ago
Dallas, Texas, United States Global Financial Impact - Lorraine Emperador Full timeUnlock Your Potential as a Financial ProfessionalAre you passionate about empowering individuals to take control of their financial futures? Do you thrive in an entrepreneurial environment where your success is directly linked to your efforts? If so, we invite you to explore a career as a Financial Professional with Global Financial Impact - Lorraine...
-
Financial Services Coordinator
3 weeks ago
Dallas, Texas, United States Delta Dallas Full timeJob Summary:Delta Dallas is seeking a highly skilled Client Services Associate/Brokerage Assistant to join its team. This role is responsible for providing exceptional support to financial advisors, clients, and internal teams.Key Responsibilities:Client Liaison: Serve as the primary point of contact between financial advisors, custodians, clients, and their...
-
Financial Sales Consultant
2 days ago
Dallas, Texas, United States PNC Financial Services Group Full timeJob Title: Financial Sales ConsultantAt PNC, we're committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility. As a Financial Sales Consultant, you'll play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Build and maintain relationships with clients to understand...
-
Customer Service Representative
2 weeks ago
Dallas, Texas, United States Stellantis Financial Services US Full timeCustomer Care RepresentativeStellantis Financial Services (SFS) is a leading provider of financial services to the automotive industry. As a Customer Care Representative, you will play a critical role in delivering exceptional customer experiences and resolving customer inquiries in a timely and professional manner.Key Responsibilities:Handle high-volume...