Client Service Associate, Dallas

Versant Capital Management, Inc.; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Discretionary bonuses

Generous PTO

Paid health, dental, vision insurance

401(k) and profit sharing

Parental leave

401K & profit sharing

Matching gifts

Team events

Job summary

A multi-family office for high-net-worth individuals in Dallas is seeking a detail-oriented Client Service Associate. This role involves supporting wealth advisors, managing client onboarding, and ensuring excellence in client interactions. Ideal candidates will have a Bachelor’s degree, 2+ years in client service, and strong organizational skills. Competitive salary and generous benefits package offered.

Qualifications

• 2+ years of experience in a client service or operations role within finance.
• Proficiency with performance reporting systems and custodial platforms preferred.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office; CRM systems and reporting experience preferred.

Responsibilities

• Serve as the first point of contact for high-net-worth clients.
• Coordinate with wealth advisors to prepare meeting materials.
• Manage client onboarding workflows and maintain accurate client records.
• Maintain accurate client records across CRM, reporting systems, and custodian platforms.
• Process daily operational items such as transfers, distributions, and reporting tasks.

Skills

Organizational skills

Client-service mindset

Attention to detail

Excellent communication skills

Education

Bachelor’s degree in finance or related field

Tools

Microsoft Office Suite

CRM systems

Custodian platforms

Job description

Are you a detail-oriented professional who thrives in a fast-paced environment, enjoys supporting others, and takes pride in delivering an outstanding client experience? We’re looking for a Client Service Associate (CSA) to join our Dallas office and play a key role in serving our high-net-worth and multi-generational family clients.

This role is ideal for someone who’s proactive, organized, and eager to grow within a collaborative, high-performing financial team.

What We Do

Versant is a multi-family office serving high-net-worth individuals and multi-generational families with a holistic approach. Our services go beyond traditional wealth management—we integrate tax planning, estate and legacy planning, liquidity and exit planning, retirement planning, family governance and education, risk management, lifestyle/household concierge services, and more.

What You’ll Do

As a Client Service Associate, you’ll provide essential support to our wealth advisors and operations team, helping deliver a seamless client experience from onboarding through ongoing service. You’ll make sure that every detail, from paperwork and reporting to communication and coordination, reflects Versant’s commitment to excellence.

Key Responsibilities

• Serve as the first point of contact for high-net-worth and ultra-high-net-worth clients, providing timely, professional, and personalized responses and service.
• Coordinate with wealth advisors and associates to prepare meeting materials, investment reports, financial statements, and follow-up summaries provided to clients.
• Support ongoing client activities, including document uploads, tax reporting coordination, beneficiary changes, gifting, and year-end tasks.
• Facilitate communication between clients and internal teams to make sure deadlines are met and expectations are exceeded.
• Understand the family dynamics and communication preferences of each client household.

Client Operations & Administrative Support

• Prepare, review, and submit account applications, transfers, distributions, and other custodial paperwork.
• Manage client onboarding workflows—gather documentation, coordinate signatures, set up client portals, and ensure internal systems are updated.
• Maintain accurate client records across CRM, reporting systems, and custodian platforms.
• Process daily operational items such as check deposits, ACAT transfers, journals, RMDs, margin requests, contributions, and distributions.
• Assist with quarterly reporting processes, including data validation and quality checks.

What We’re Looking For

You’ll thrive in this role if you’re a dependable team player with exceptional organizational skills, a strong client-service mindset, and a stickler for detail.

Ideal Candidates Will Have:

• Bachelor’s degree or equivalent experience in finance, business, or related field.
• 2+ years of experience in a client service or operations role within a financial services or RIA (registered investment advisory) environment.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite; experience with CRM systems, performance reporting systems, and custodial platforms preferred.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.

Why Versant

We’re more than a multi-family office; we’re a team built on integrity, collaboration, and purpose. We empower both our clients and our people through a culture of trust, accountability, and growth.

What You Can Expect

• Competitive salary based on experience and qualifications
• Discretionary bonuses and incentive compensation
• Generous PTO and paid sick time
• Paid holidays
• Paid health, dental, and vision insurance
• Paid short- and long-term disability insurance
• Paid parental leave
• 401(k) and profit sharing
• Matching gift charitable donation program
• Team retreats, professional events, and firm-sponsored outings

This Is More Than a Job. It’s a Career with Purpose.

If you’re ready to take ownership of financial leadership within a high-performing team, we’d love to hear from you.