Client Service Associate

Confidential

Dallas

Full Time

Expires On: 05/08/2026

Job Description

Job Description

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,

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