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Client Relations Specialist

2 months ago

Dallas, Texas, United States Delta Dallas Full time

Client Services Associate

Delta Dallas is collaborating with a Financial Wealth Management Advisory firm to identify a Client Services Associate. This position focuses on providing essential operational support, including managing financial transactions, onboarding new clients, generating daily reports, and assisting financial 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 trusted relationships.
  • Assist advisors, team members, and clients in various capacities.
  • Address incoming calls from advisors and clients, resolving service-related issues effectively.
  • Prepare and execute documentation for new client onboarding.
  • Manage paperwork related to financial transactions and custodial forms.
  • Facilitate financial transactions through custodian platforms.
  • Generate and review daily operational reports.
  • Perform additional administrative and operational tasks as assigned.

Qualifications:

  • A Bachelor's degree is strongly 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 organizational capabilities.
  • Capacity to prioritize tasks, meet deadlines, achieve objectives, and operate under pressure in a dynamic environment.
  • Ability to thrive in a structured and collaborative team setting.