Wealth Client Services Associate | High-Touch Onboarding

Boutique Recruiting; Dallas (TX); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

401(k) with company match

PTO 20 days + holidays

Bonus potential

Job summary

Boutique Recruiting in Dallas, TX is seeking a Client Services Associate to serve as the operational backbone of the practice, handling client onboarding, account administration, correspondence, CRM activity and day-to-day service for high-net-worth clients.

The role requires 2-3 years in client service within wealth management or brokerage, strong MS Office and CRM skills, and polished communication. Base salary is $70,000 with up to $10,000 annual bonus potential, plus benefits and 20 days PTO.

Qualifications

• 2-3 years of experience as a Client Service Associate or in a similar client-facing support role within wealth management, private banking or brokerage
• Proven ability to succeed on a fast-paced, high-growth team while managing competing priorities without sacrificing accuracy
• Strong proficiency with Microsoft Office, including Outlook, Excel and Word, along with experience using a CRM platform
• Exceptional attention to detail, organization and follow-through with the ability to move between urgent requests and ongoing responsibilities
• Polished, professional and naturally engaging communication skills with the confidence to interact with high-net-worth clients
• A proactive, accountable mindset with the initiative to ask questions, absorb training and look for opportunities to contribute
• Familiarity with LPL Financial systems, financial account types, and industry regulations is preferred, along with a bachelor's degree

Responsibilities

• Manage day-to-day client service and administrative needs, including account openings, paperwork, correspondence, and non-licensed account activities
• Coordinate the onboarding process for new clients and help deliver a high-touch experience throughout their first 100 days with the firm
• Handle inbound client requests, including account servicing needs and money movement requests
• Make outbound calls to confirm client appointments and ensure advisors and clients are prepared for upcoming meetingsMaintain accurate client information, workflows and follow-up activities within the firm's CRM
• Welcome clients to the office and provide a polished, engaging and professional first point of contact
• Support approximately 10-15 client seminars annually, including occasional after-hours event setup and coordination

Skills

Client service

CRM

Microsoft Office

Detail-oriented

Communication

Education

Bachelor's degree

Tools

CRM platform

Outlook

Excel

Word

Job description

Boutique Recruiting in Dallas, TX is seeking a Client Services Associate to serve as the operational backbone of the practice, handling client onboarding, account administration, correspondence, CRM activity and day-to-day service for high-net-worth clients.

The role requires 2-3 years in client service within wealth management or brokerage, strong MS Office and CRM skills, and polished communication. Base salary is $70,000 with up to $10,000 annual bonus potential, plus benefits and 20 days PTO.