Client Service Associate

International Search Consultants • Dallas, TX

12d • Onsite

About The Position

A prominent and growing global investment firm is seeking a Client Service Associate to join its centralized team in the Dallas office. The firm provides customized investment management and investment advisory services to ultra-high-net-worth individuals, families, trusts, foundations, and endowments.

The Client Service Associate partners with Wealth Advisors and the Centralized Investment Operations team to provide high-touch service to clients and ensure financial transactions and money movements are processed accurately and promptly. The role supports UHNW clients with more than $200 million in investible assets and works closely with key Client Advisors. The associate will also support firm growth initiatives and may participate in projects. The role offers long-term career development and growth opportunities.

Requirements

• Bachelor’s degree required; Finance or Business preferred.
• At least 3 years of experience supporting UHNW clients within wealth management or investment management.
• Advanced Microsoft Office skills, with a strong emphasis on Excel and PowerPoint, as well as Adobe Acrobat.
• Self-motivated and highly detail-oriented, with a desire to learn and grow professionally.
• Interest in technology, investment management, and providing client solutions in a fast-paced, deadline-oriented team.

Nice To Haves

• Bachelor’s degree in Finance or Business.
• Vested interest in technology and investment management.

Responsibilities

• Partner with Wealth Advisors to service the firm’s UHNW clients.
• Interact with the firm’s centralized Operations teams.
• Work with the firm’s custodians and internal Operations teams to ensure requests are handled correctly.
• Assist with portfolio rebalancing, including document preparation and money movements.
• Prepare new account paperwork, contracts, and subscription agreements.
• Manage account openings and closings, including separately managed accounts (SMAs) and brokerage accounts.
• Handle KYC profiles and searches.
• Manage cash and security movements, including deposits, withdrawals, gifting, wires, and journals.
• Assist with presentations and proposals using PowerPoint and Excel.
• Analyze and review billing for accuracy.
• Prepare performance reports.
• Monitor and update the client database and portfolio/account management applications, including Salesforce, Addepar, and Black Diamond.
• Support Advisors and clients directly, coordinate client-base needs with Operations team members, and participate in projects as the firm grows.

Benefits

• Competitive base salary.
• Annual bonus.
• Benefits offered at extremely low cost to the employee and their family.
• Collaborative, passionate, and dedicated team.
• Friendly, fun, and exciting workplace culture.
• Long-term career growth opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level