Wealth Client Services Associate

Versant Capital Management, Inc.; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Discretionary bonuses

Generous PTO

Paid health, dental, vision insurance

401(k) and profit sharing

Job summary

A multi-family office for high-net-worth individuals in Dallas is seeking a detail-oriented Client Service Associate. This role involves supporting wealth advisors, managing client onboarding, and ensuring excellence in client interactions. Ideal candidates will have a Bachelor’s degree, 2+ years in client service, and strong organizational skills. Competitive salary and generous benefits package offered.

Qualifications

• 2+ years of experience in a client service or operations role within finance.
• Proficiency with performance reporting systems and custodial platforms preferred.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as the first point of contact for high-net-worth clients.
• Coordinate with wealth advisors to prepare meeting materials.
• Manage client onboarding workflows and maintain accurate client records.

Skills

Organizational skills

Client-service mindset

Attention to detail

Excellent communication skills

Education

Bachelor’s degree in finance or related field

Tools

Microsoft Office Suite

CRM systems

Job description

A multi-family office for high-net-worth individuals in Dallas is seeking a detail-oriented Client Service Associate. This role involves supporting wealth advisors, managing client onboarding, and ensuring excellence in client interactions. Ideal candidates will have a Bachelor’s degree, 2+ years in client service, and strong organizational skills. Competitive salary and generous benefits package offered.