Client Relationship & Onboarding Specialist

Jobtailor; Dallas (TX); On-site; USD 48,000 - 72,000; Full time

Job summary

Jobtailor in Dallas is seeking a Client Services professional to support Wealth Managers with onboarding and ongoing client relationships. You will coordinate inquiries, prepare signing materials, and ensure accurate documentation within the CRM and custodial data systems.

The role emphasizes strong communication, attention to detail, and the ability to manage multiple priorities in a fast-paced financial services environment.

Qualifications

• Minimum 1 year of experience in client relationship management or customer support.
• Proficiency in Word, Excel, Outlook, and PowerPoint.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Financial services industry experience preferred.
• Familiarity with CRM systems such as Salesforce and account management processes is a plus.

Responsibilities

• Work alongside Wealth Managers during the transition and conversion from prospect to client
• Develop and maintain ongoing client relationships
• Serve as a client point of contact, addressing inquiries, coordinating requests, and guiding clients through services
• Liaise between clients, Wealth Managers, and internal and external support teams
• Manage new-client onboarding, including documentation collection, CRM data entry, and account openings
• Prepare and organize materials for client signings and notarizations
• Review executed client documents for accuracy and completeness
• Ensure CRM and custodial account data meet client plan goals
• Manage daily client requests, account updates, transactions, and rollovers
• Manage and review client data storage, documentation, and transactions according to internal compliance policies
• Assist with training new Client Service hires
• Monitor process improvements to elevate client experience and departmental efficiency
• Develop and train employees on existing and new Client Services technology

Skills

Client Relationship Management

CRM Data Entry

Organizational Skills

Communication Skills

Multi-Priority Management

Tools

Salesforce

Microsoft Office Suite

Job description

Jobtailor in Dallas is seeking a Client Services professional to support Wealth Managers with onboarding and ongoing client relationships. You will coordinate inquiries, prepare signing materials, and ensure accurate documentation within the CRM and custodial data systems.

The role emphasizes strong communication, attention to detail, and the ability to manage multiple priorities in a fast-paced financial services environment.