Client Service Associate

Tolleson Wealth Management; Dallas (TX); On-site; USD 60,000 - 70,000; Full time

Job summary

Tolleson Wealth Management seeks a Client Service Associate to enhance client relationships through strategic interaction. This entry-level position offers the chance to impact lives positively by handling client requests and ensuring an exceptional experience.

Qualifications

• 1-3 years relevant work experience.
• Strong interpersonal, organizational, and communication skills.
• Experience with CRM systems highly preferred.

Responsibilities

• Assist in the client onboarding process and ongoing data maintenance.
• Act as first point of contact for clients and outside advisors.
• Coordinate information requests and maintain client files.

Skills

Interpersonal skills

Organizational skills

Communication skills

Attention to detail

Tools

Salesforce

Microsoft Office

Job description

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OVERVIEW: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests, answering inquiries, and providing guidance to ensure an exceptional, white-glove client experience.

DUTIES And RESPONSIBILITIES

• Assist in the client onboarding process and ongoing data maintenance by collecting and organizing the incoming client information and documents
• Act as first point of contact with clients and outside advisors regarding day to day and operational client matters
• Coordinate information requests for investments and other business activities with client, client assistants and other outside advisors
• Maintain client files and records, including scanning of mail and updating CRM system (contact information, non-financial assets, etc.)
• Coordinate with back office to create and track receipt of various paperwork for client signature (financial management agreements, letters of authorization, account paperwork, tax documents and returns, etc.)
• Banking and investment account transactions
• Cash movement (domestic, international) – checks, wires, journals, ACH
• Manage check deposit procedures
• Cash management to ensure funds availability for fees, invoices, investment capital calls and other recurring transactions
• Quarterly income tax payments and real estate tax payments
• Research and answer client questions related to investment account activity, balances, and other miscellaneous requests
• Other duties as assigned by management
  
  

Minimum Qualifications

• One to three years relevant work experience
• Strong interpersonal, organizational and communication skills, and initiative
• Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel and PowerPoint), Internet applications
• Previous Series 7 experience preferred but not required
• Ability to maintain extreme confidentiality in dealing with client matters
• Attention to detail and organizational skill must be a strength
• Must consent to and have favorable consumer report, background check and drug/alcohol test.
  
  
  

Other Essential Candidate Traits

• Extensive experience with Salesforce or other CRM system highly preferred
• General knowledge and understanding of private client/personal financial services industry preferred
• Familiarization with entity structures (trusts, partnerships, corporations, etc.)
• Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them
• Willingness to learn, expand responsibility
  
  
  

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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