Client Service Associate

Tolleson Wealth Management•Dallas, TX

23d

About The Position

OVERVIEW: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests, answering inquiries, and providing guidance to ensure an exceptional, white-glove client experience. DUTIES and RESPONSIBILITIES: Assist in the client onboarding process and ongoing data maintenance by collecting and organizing the incoming client information and documents Act as first point of contact with clients and outside advisors regarding day to day and operational client matters Coordinate information requests for investments and other business activities with client, client assistants and other outside advisors Maintain client files and records, including scanning of mail and updating CRM system (contact information, non-financial assets, etc.) Coordinate with back office to create and track receipt of various paperwork for client signature (financial management agreements, letters of authorization, account paperwork, tax documents and returns, etc.) Banking and investment account transactions Cash movement (domestic, international) – checks, wires, journals, ACH Manage check deposit procedures Cash management to ensure funds availability for fees, invoices, investment capital calls and other recurring transactions Quarterly income tax payments and real estate tax payments Research and answer client questions related to investment account activity, balances, and other miscellaneous requests Other duties as assigned by management

Requirements

One to three years relevant work experience
Strong interpersonal, organizational and communication skills, and initiative
Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel and PowerPoint), Internet applications
Ability to maintain extreme confidentiality in dealing with client matters
Attention to detail and organizational skill must be a strength
Must consent to and have favorable consumer report, background check and drug/alcohol test.

Nice To Haves

Extensive experience with Salesforce or other CRM system highly preferred
General knowledge and understanding of private client/personal financial services industry preferred
Familiarization with entity structures (trusts, partnerships, corporations, etc.)
Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them
Willingness to learn, expand responsibility

Responsibilities

Assist in the client onboarding process and ongoing data maintenance by collecting and organizing the incoming client information and documents
Act as first point of contact with clients and outside advisors regarding day to day and operational client matters
Coordinate information requests for investments and other business activities with client, client assistants and other outside advisors
Maintain client files and records, including scanning of mail and updating CRM system (contact information, non-financial assets, etc.)
Coordinate with back office to create and track receipt of various paperwork for client signature (financial management agreements, letters of authorization, account paperwork, tax documents and returns, etc.)
Banking and investment account transactions
Cash movement (domestic, international) – checks, wires, journals, ACH
Manage check deposit procedures
Cash management to ensure funds availability for fees, invoices, investment capital calls and other recurring transactions
Quarterly income tax payments and real estate tax payments
Research and answer client questions related to investment account activity, balances, and other miscellaneous requests
Other duties as assigned by management