Client Service Associate

Corps Team, Dallas Texas


Do you work in financial services providing high touch support and service for high net worth families? Enjoy assisting financial advisors while they advise their client partners on ways to build and protect generational wealth?  If this sounds like you and you’ re interested in joining a globally respected financial advisory firm, we would love to talk!

KEY RESPONSIBILITIES -
  • Assist a team of financial advisors in supporting their high net worth client family’ s needs
  • Provide operational business support for account management
  • Manage documentation, account opening, transfers, wires, trades, purchases and all supporting documentation including reconciling investment activity
  • Complete account and investment documentation accurately for estate planning and agreements
  • Manage cash transfer needs daily
  • Maintain and manage investment allocation and rebalance strategies
  • Maintain files, including scanning, filing and maintaining client documents
  • Serve as representative to other areas within the business

SKILLS & EXPERIENCE NEEDED
  • 4+ years of client support experience in wealth management
  • Commitment to excellence and strong drive to serve high net worth families
  • Ability to work independently and collaboratively
  • Strong verbal, written and organizational skills
  • Strong operational background, ability to track and manage complex work
  • Ability to create and foster strong partnerships
  • Attention to detail, strong communication skills and a pro-active approach are essential for success in this role. 

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