Client Service Associate

Boutique Wealth Management Firm

Dallas, TX

Overview

Boutique RIA in Dallas, TX serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Paraplanning.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Serve as a primary lead for client onboarding and private wealth client services
• Provide an excellent client experience for high net worth clients
• Participate in the growth of a dynamic, independent RIA by servicing client needs, maintaining key relationships, and financial planning administration
• Strong culture of teamwork, work life balance and personal and professional development
• Competitive compensation package including benefits and bonuses

Requirements

• Bachelor’s Degree
• 3+ years experience in Client Services and/or Paraplanning within Financial Services
• Track record of professionalism, adaptability, attention to detail, and time management
• Experience with WealthBox CRM and eMoney preferred, though experience with similar systems is acceptable as well