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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 find a Client Services Associate. This position focuses on providing essential operational support, including client onboarding, processing financial transactions, and generating daily 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 in various capacities.
  • Manage incoming calls from advisors and clients, addressing and resolving service-related issues.
  • Prepare and execute onboarding documentation for new clients.
  • Complete paperwork for financial transactions and custodial forms.
  • Facilitate financial transactions through custodian platforms.
  • Generate and analyze daily reports.
  • Perform additional administrative and operational tasks as assigned.

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 organizational skills.
  • Capability to prioritize tasks, meet deadlines, and perform under pressure in a fast-paced and complex environment.
  • Ability to thrive in a structured and collaborative team setting.