Senior Wealth Management Operations Associate

Randstad USA; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Randstad USA is seeking an organized Professional to support financial advisors and their client teams. The role focuses on operational support for client accounts, including setup, maintenance, and termination processes.

You will coordinate documentation, ensure accuracy of records, and assist with fee reviews and billing corrections, while protecting confidential information and managing multiple priorities for designated client relationships.

Responsibilities

• Coordinate administrative requirements for establishing, maintaining, and terminating investment accounts.
• Prepare and review account forms, service documentation, and client materials.
• Facilitate client cash activity including transfers, wires, and distributions.
• Communicate with custodians and internal partners to resolve account issues.
• Maintain complete client records across firm systems.
• Support account maintenance and changes to client relationships.
• Assist with advisory fees review and account billing corrections.
• Protect confidential client information and maintain accuracy.

Job description

• Serve as an operational resource to financial advisors and their client teams.
• Coordinate the administrative requirements associated with establishing, maintaining, and terminating investment accounts.
• Prepare and review account forms, service documentation, agreements, and other client materials.
• Facilitate client cash activity, including transfers, wires, contributions, distributions, journals, and other account-related transactions.
• Communicate with custodians and internal partners to research and resolve account or transaction issues.
• Monitor outstanding requests and follow through to ensure items are completed within expected timeframes.
• Maintain complete and accurate client records across firm systems.
• Assist with periodic review of advisory fees and account billing, identifying discrepancies and coordinating corrections when necessary.
• Support account maintenance activities and changes to existing client relationships.
• Work with advisors and operations personnel on requests involving brokerage accounts, separately managed accounts, and other investment structures.
• Help coordinate documentation and operational requirements associated with alternative investments.
• Protect confidential client and financial information while maintaining a high standard of accuracy.
• Manage multiple priorities while providing consistent and professional service to a designated group of client relationships.