Client Service Associate

International Search Consultants; Dallas (TX); In loco; USD 80.000 - 110.000; Tempo pieno

Descrizione del lavoro

International Search Consultants is partnering with a leading global investment firm in Dallas to recruit a Client Service Associate. You will support Wealth Advisors and UHNW clients, coordinate with the Centralized Investment Operations team, and help manage accounts, funding, and documentation with precision.

The role emphasizes high-touch service, strong Excel/PowerPoint proficiency, and collaboration with custodians to ensure accurate money movements and reporting.

Competenze

• Bachelor’s Degree required – Finance or Business preferred.
• Minimum of 3 years supporting UHNW clients in wealth/investment management.
• Advanced Microsoft Office skills: Excel, Adobe Acrobat, PowerPoint.

Mansioni

• Support Advisors and Clients directly, partnering with Operations to meet client needs.
• Service UHNW clients with timely, accurate processing of transactions.
• Interact with centralized Operations and custodians to ensure requests are processed correctly.

Conoscenze

UHNW client support

MS Office (Excel, Acrobat, PowerPoint)

Attention to detail

Self-motivated

Technology interest

Formazione

Bachelor’s degree in Finance or Business

Strumenti

Salesforce

Addepar

Black Diamond

Descrizione del lavoro

ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their centralized team in their Dallas office.

Position Overview

The Client Service Associate will partner with the Centralized Investment Operations team as well, and Wealth Advisors to ensure clients receive high-touch service and their financial transactions/money movements are processed in a timely/accurate manner.

The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.

Client Service Associate Responsibilities, continually expanding and changing:

• As a Client Service Associate, you will be responsible for supporting the firm’s Advisors and Clients directly. You will also partner with the Operations team members to manage the needs of the Advisor’s client base and have an opportunity to be actively involved in projects as the firm continues to grow.
• Partner with Wealth Advisors to service the firm’s UHNW Clients.
• Interact with the Firm’s centralized Operations teams.
• Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements).
• Prepare new account paperwork, contracts, and subscription agreements.
• Manage the opening and closing of accounts – this includes SMA’s and brokerage.
• Handle KYC profile and searches.
• Manage cash and security movements, this includes deposits, withdrawals, gifting, wires, and journals.
• Assist with presentations and proposals using PowerPoint and Excel.
• Analyze and review billing for accuracy.
• Prepare performance reports.
• Continually monitor and update Client database and portfolio/account management applications, this includes Salesforce, Addepar, and Black Diamond.

Key Qualifications:

Client Service Associate Requirements – To qualify, you must possess the following:

• Bachelor’s Degree is required – Finance or Business preferred.
• Minimum of 3 years of experience supporting UHNW clients within wealth or investment management
• Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
• Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.
• Ideally, this person has a vested interest in technology, investment management, and in providing client solutions within a fast-paced/deadline-oriented team.

Client Service Associate Rewards – If you qualify for this opportunity, the Firm offers the following:

• Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun, and exciting place to work.
• Excellent Growth Potential: The Firm is rapidly growing, and with that comes incredible opportunities for long-term career growth.
• Benefits are at an extremely low cost to the employee and their family!