Client Services Associate
Client Service Associate / Brokerage Assistant
Delta Dallas is partnering with a Financial Wealth Management Advisory firm in its search for Client Services Associate / Brokerage Assistant.
This role is responsible for the back-end operational support and include money movement, onboarding new clients, preparing daily reports and assisting advisors as needed.
Responsibilities include :
- Serve as primary liaison between the financial advisors of the firm, custodians, clients, and client’s professional team, building trusted relationships
- Support advisors, other team members and clients
- Handle incoming advisor and client phone calls by resolving and troubleshooting service issues
- Prepare, send out and execute new client onboarding paperwork
- Prepare money movement paperwork and some custodian forms
- Facilitate money movements using custodian websites
- Run daily reports
- Other administrative / operational duties as assigned
Requirements :
- Bachelor's degree highly preferred
- Three to five years’ experience in the financial services industry specifically supporting wealth management or investment teams
- Strong client service skills
- Excellent attention to detail and organizational skills
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Ability to work well in a structure and collaborative team environment.
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