Senior Client Service Associate

Tolleson Wealth Management • Dallas, TX

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About The Position

As a Senior 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.

Requirements

• Minimum of four 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed