Client Service Associate

Dallas, Texas

Work Arrangement: Hybrid
2024-07-02

Client Services Associate – HYBRID
Rare opportunity: join one of Dallas’s fastest-growing companies! You’ll have the opportunity to make a significant impact and will report directly to the C-Suite. This Wealth Management company is looking to add to their Client Service Associate team. Due to growth, you will have a phenomenal opportunity with one of the most reputable firms in the market. With a dynamic team in fast-paced environment, you will never be stagnant or bored. Apply today for an opportunity that will change your career trajectory!
 
What you’ll do:

  • Collaborate with Client Service Associates to support ultra-high-net-worth clients and ensure accurate data/documentation.
  • Coordinate with custodians and internal Operations teams to efficiently process client requests.
  • Prepare necessary documents for portfolio rebalancing and handle money transfers.
  • Oversee the opening/closing of accounts and manage cash/security transactions.
  • Assist in creating presentations and proposals and ensure billing accuracy through analysis and review. 

What you will need:

  • Bachelor’s degree – Finance or Business preferred
  • 5-7 years’ experience within the financial services industry
  • Ability to work within a fast paced, collaborative team environment
  • Organizations skills and high attention to detail

 
Why work here:

  • Reputable real estate firm to build your career
  • Opportunities of growth and upward mobility
  • Beautiful office and work environment

 
What to do now:
Please send your resume to Samantha Thompson at sthompson@provenrecruiting.com – we'd love to hear from you!
 
We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Do not hesitate to apply now!
 

 
What does this position pay?
Compensation is determined by several factors which may include skillset, experience level, and geographic location.
 
The expected range for this role is $75,000 to $95,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

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