Client Service Coordinator

Client Services Associate

Delta Dallas is partnering with a Financial Wealth Management Advisory firm in its search for Client Services Associate. This role is responsible for the back-end operational support and include money movement, onboarding new clients, preparing daily reports and assisting advisors as needed.

Responsibilities include:

• Serve as primary liaison between the financial advisors of the firm, custodians, clients, and client???s professional team, building trusted relationships
• Support advisors, other team members and clients
• Handle incoming advisor and client phone calls by resolving and troubleshooting service issues
• Prepare, send out and execute new client onboarding paperwork
• Prepare money movement paperwork and some custodian forms
• Facilitate money movements using custodian websites
• Run daily reports
• Other administrative/operational duties as assigned

Requirements:

• Bachelor's degree highly preferred
• Three to five years??? experience in the financial services industry specifically supporting wealth management or investment teams
• Strong client service skills
• Excellent attention to detail and organizational skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to work well in a structure and collaborative team environment.