Administrative Assistant

Delta Dallas is collaborating with a boutique RIA wealth management firm located in Uptown Dallas and currently seeking a highly motivated Senior Client Service Associate to join their dynamic team.

Experience with Alternative Investments is a must!

Responsibilities:

• Act as the primary point of contact for clients, promptly addressing inquiries and providing accurate and timely information.
• Schedule client meetings and prepare necessary materials for comprehensive client reviews.
• Assist with client onboarding processes and perform routine account maintenance tasks.
• Process client requests, which include handling deposits, withdrawals, and transfers.
• Collaborate closely with our investment team to deliver pertinent information about portfolios and investment strategies to clients.
• Proactively identify opportunities to enhance our clients' experience and streamline operational processes.
• Maintain precise client records and ensure accurate data management within our CRM system.
• Adhere to strict compliance policies and procedures.
• Provide support to other team members when required.

Qualifications:

• At least 5 years of experience in client service or a related field.
• Experience with Alternative Investments
• Exceptional communication and interpersonal skills.
• Strong attention to detail with the ability to manage multiple tasks concurrently.
• Capable of working independently as well as collaboratively within a team.
• Proficient in Microsoft Office and prior experience with CRM software.
• Preferred, but not required bilingual (English/Spanish)

If you are a motivated professional who thrives in a positive and supportive environment that values work-life balance, we encourage you to apply for this exciting opportunity.