Client Support Specialist

2 weeks ago


Dallas, Texas, United States Boutique Recruiting Full time

Position Overview:
A prominent wealth management firm is seeking a Client Services Associate to provide essential support to their financial advisory team. This key role is crucial in enhancing the overall client experience by delivering outstanding administrative and operational assistance to multiple wealth advisors.

Qualifications:
To be considered for this position, candidates should 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.

The work environment is dynamic, team-oriented, and professional, fostering a culture that prioritizes support for clients, the community, and each other.

Benefits:
This role offers a flexible hybrid work schedule, competitive salary, comprehensive medical coverage, a 401k plan, opportunities for professional growth, and more.

Key Responsibilities:
- Gather and manage necessary documentation for client onboarding.
- Assist with client follow-ups, including phone calls and inquiries.
- Address client requests, inquiries, and transactions efficiently.
- Coordinate and schedule meetings between Wealth Advisors and clients as required.
- Prepare reports, marketing materials, and other documentation for client meetings.
- Perform data entry, filing, and various administrative tasks to support Wealth Advisors.
- Utilize Microsoft Excel, Word, Outlook, and PowerPoint for diverse tasks.
- Maintain accuracy and attention to detail while managing a high volume of client interactions.
- Provide exceptional client service by ensuring timely and accurate responses to inquiries.
- Collaborate with Wealth Advisors and support staff to enhance client experiences.

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



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