Client Services & Onboarding 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

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.