Client Service Associate

Dallas, TX

ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their growing Dallas office.

The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors to ensure clients receive high touch service and their financial transactions/money movements are processed in a timely/accurate manner. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.

Client Service Associate Rewards:

• Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun and exciting place to work.
• Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.
• Competitive compensation package.

Client Service Associate Requirements:

• Bachelor’s Degree is preferred.
• Minimum of 3 years of Financial Services experience - Wealth Management is highly preferred.
• Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
• Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.
• Ideally, this person has a vested interest in technology, investment management and in providing client solutions within a fast-paced/deadline-oriented team. 

Client Service Associate Responsibilities:

As a Client Service Associate, you will be responsible for supporting the firm’s Advisors and Clients directly. You will also partner with the Operations team members to manage the needs of the Advisor’s client base and have an opportunity to be actively involved in projects as the firm continues to grow. 

• Partner with Wealth Advisors to service the firm's UHNW Clients.
• Interact with the Firm's centralized Operations teams.
• Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements).
• Prepare new account paperwork, contracts, and subscription agreements.
• Manage the opening and closing of accounts – this includes SMA’s and brokerage.
• Handle KYC profile and searches.
• Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, journals.
• Assist with presentations and proposals using PowerPoint and Excel.
• Prepare performance reports.
• Continually monitor and update Client database and portfolio/account management applications, this includes Salesforce, Addepar, Black Diamond.