Client Services Associate

Sendero Wealth Management; San Antonio (TX); On-site; USD 40,000 - 50,000; Full time

Job summary

A prominent investment advisory firm in San Antonio is seeking a Client Service Associate to support their client relationship team. This entry-level position involves assisting with client onboarding, processing financial transactions, and maintaining client accounts. Ideal candidates will have strong interpersonal and analytical skills, along with a dedication to client satisfaction in a dynamic environment.

Qualifications

• Experience in client service or related field is preferred.
• Ability to work in a fast-paced environment.
• Team-player with a willingness to support colleagues.

Responsibilities

• Support client team with all operational and client service needs.
• Assist with new client onboarding process.
• Prepare documents for client service requests.
• Manage daily asset movement requests.

Skills

Strong analytical and listening skills

Strong organizational and time management skills

Detail-oriented

Interpersonal skills

Ability to handle multiple projects

Customer service focus

Tools

Windows applications (Word, Excel)

Job description

About the Role

As a Client Service Associate, you will collaborate closely with the Client Relationship Specialist (CRS) team, who serve as the first point of contact for our clients. In this key role, you will help ensure that client requests and needs are addressed promptly and accurately. Your responsibilities will include assisting with client onboarding, processing wires, journals, and asset transfers, handling check requests, new account openings, maintaining accounts, and helping with coordinating client meetings. A strong focus on client satisfaction, particularly in problem resolution, transaction processing, and exceptional customer service, is essential for success in this role.

Key Responsibilities

• Support client team with all operational and client service needs
• Responsible for daily asset movement requests
• Quality check of day’s work (checks/securities received, trade tickets, journals, wires, etc.)
• Input and update information and notes in CRM, custodian systems, reporting software, and AML tools
• Assist other team members with various tasks and projects that may arise
• Contribute to the continued development and implementation of operational procedures and process improvements
• Preparation of documents in support of client’s service requests
• Support new client onboarding process
• Understanding of alternative investment processes and preparation of paperwork for hedge funds and private placements
• Other duties include answering phones, emails, & welcoming client visitors, and assisting with meeting room setup for client meetings
• Back up to the reception desk as necessary
• Windows applications (Word, Excel)
• Strong organizational and time management skills
• Strong analytical and listening skills
• Detail-oriented as well as goal-oriented
• Interpersonal skills to create a pleasant experience while working with a diverse group of clients and colleagues
• Ability to handle multiple projects, tasks, and meet numerous deadlines in a fast-paced, dynamic environment
• Ability to contribute positively as part of a team, helping with various tasks as required

About Us

Sendero ® is an independent, majority-employee-owned advisory firm. As one of the largest registered independent investment advisory firms in Central and South Texas, we serve families and select institutions by developing tailored solutions and cultivating long-term relationships founded on our core values of trust, honor, respect, service, and family. Our entrepreneurial spirit drives our desire to create better, more impactful ways to serve our clients through investment management, financial planning, and education services.

Seniority level

Entry level

Employment type

Full-time

Industries

Investment Management