Wealth Management Client Services Specialist

TalentLink Solutions; Frisco (TX); Vor Ort; USD 50.000 - 75.000; Vollzeit

Zusammenfassung

TalentLink Solutions is seeking a Client Service Associate to join a close-knit, collaborative team in Frisco, TX. You will help deliver an exceptional client experience by building strong relationships, handling service requests, and coordinating day-to-day communications.

You will work with advisors to manage accounts, schedule meetings, maintain records in Wealthbox, and support client events, ensuring accuracy and efficiency in a fast-paced environment.

Qualifikationen

• Bachelor’s degree highly preferred, or equivalent work experience.
• 3–5 years of experience in an RIA environment.
• Familiarity with Wealthbox, Altruist, and RightCapital preferred.
• Strong written and verbal communication; client-focused.

Aufgaben

• Communicate, process, and follow up with clients on service needs and requests.
• Coordinate new account paperwork, checks, transfers, and contributions.
• Schedule, prepare client review meetings, and manage follow-up items.
• Maintain accurate client records in Wealthbox CRM.
• Support client appreciation events and touchpoints.
• Answer calls and route messages; assist clients directly when possible.
• Monitor workflows for client service and operations tasks.
• Liaise with custodians and vendors as needed.

Kenntnisse

Interpersonal skills

Communication skills

Tech-savvy

MS Office

CRM systems

Ausbildung

Bachelor’s degree or equivalent experience

Tools

Wealthbox CRM

Altruist

RightCapital

Jobbeschreibung

TalentLink Solutions is seeking a Client Service Associate to join a close-knit, collaborative team in Frisco, TX. You will help deliver an exceptional client experience by building strong relationships, handling service requests, and coordinating day-to-day communications.

You will work with advisors to manage accounts, schedule meetings, maintain records in Wealthbox, and support client events, ensuring accuracy and efficiency in a fast-paced environment.