Senior Associate, Client & Advisor Services — Onboarding & Ops

Focus Financial Partners; Fort Worth, Arlington, Dallas (TX, TX, TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates possess strong communication skills, attention to detail, and relevant financial services experience. Join a team dedicated to providing high-quality service to ultra-high-net-worth clients.

Qualifications

• 3-5 years of experience in a comparable role within the financial services industry.
• Prior experience specifically in wealth management, RIA, or family office is preferred.
• Strong proactive and solution-oriented mindset.

Responsibilities

• Provide support in establishing new accounts and account maintenance.
• Participate in new client relationship onboarding efforts.
• Maintain existing client information in the Firm’s database.

Skills

Attention to detail

Communication skills

Problem solving

Multi-tasking

Teamwork

Education

Bachelor’s degree (B.A.)

Tools

Microsoft Office Products

CRM Tools (Salesforce)

Data analytics tools (Morningstar)

Performance reporting systems (Addepar, Black Diamond)

Job description

A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates possess strong communication skills, attention to detail, and relevant financial services experience. Join a team dedicated to providing high-quality service to ultra-high-net-worth clients.