Job Description
Job Title : Client Services Associate (CSA)
Location : Dallas, TX
Salary : $75K + benefits
Skills : Client Service Associate / CSA / paraplanner
About Company / Opportunity :
We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player to join our firm in the role of Client Service Associate.
Our promise to team members is that you will grow with us. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations
Responsibilities :
This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals.
Responsibilities to include but not limited to :
Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements.
Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software.
Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.
Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
Complete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.
Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client
Skills / Experience : :
2+ years of experience in a client service role in the financial services industry
Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite
Ability to handle multiple priorities and requests from advisors and client
Experience working daily with a workflow technology system
Prior experience with Salesforce
Bachelor’s degree preferred
Requirements
2+ years of experience in a client service role in the financial services industry Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite Ability to handle multiple priorities and requests from advisors and client Experience working daily with a workflow technology system Prior experience with Salesforce Bachelor’s degree preferred