Client Service Associate

International Search Consultants; Dallas (TX); On-site; USD 60,000 - 70,000; Full time

Job summary

A leading recruitment firm is seeking a motivated Client Service Associate in Dallas to support Ultra-High Net Worth clients. The role emphasizes partnership with Advisors and Operations teams to enhance client service capabilities, offering a collaborative culture and significant growth potential.

Benefits

Medical insurance

Vision insurance

401(k)

Annual Bonus

Qualifications

• 3 years of UHNW client servicing required.
• Experience in investment management appreciated.
• Fluency in Excel, PowerPoint, and Adobe Acrobat preferred.

Responsibilities

• Support Advisors and UHNW Clients directly.
• Manage new account paperwork and client transactions.
• Help prepare performance reports and client presentations.

Skills

Advanced Microsoft Office skills

Attention to detail

Self-motivated

Teamwork

Education

Bachelor’s Degree (Finance or Business preferred)

Tools

Salesforce

Addepar

Black Diamond

Job description

Direct message the job poster from International Search Consultants

Executive Recruiter Placing Top Talent within Financial Services

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 Dallas office.

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.

The Client Service Associate will work on a major project of transferring clients to a new platform.

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, withdraws, gifting, wires, 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, 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 UHNW client servicing.
• 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 below:

• 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!
• Annual Bonus.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

Referrals increase your chances of interviewing at International Search Consultants by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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