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Job Requirements of Client Service Coordinator:
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Employment Type:
Full-Time
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Location:
Dallas, TX (Onsite)
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Client Service Coordinator
Now Hiring: Senior Client Service Associate
On behalf of our client, a boutique, high-touch wealth management firm, we are searching for an experienced Senior Client Service Associate to support their advisory team and deliver an exceptional client experience.
If you thrive in a fast-paced RIA environment, excel at managing complex client needs, and love being the go-to problem solver this is a standout opportunity.
Location: Downtown Dallas and 100% onsite
Salary: Compensation competitive and dependent on experience
Role Overview
Our client is seeking a Senior Client Service Associate to play a pivotal role in supporting their advisory team and leading client service operations. This senior-level position blends deep client relationship management with sophisticated operational support.
Key Responsibilities
- Serve as the primary liaison for ultra-high-net-worth clients, handling inquiries, account issues, and complex requests.
- Manage account administration: new accounts, ACATs, money movements, RMDs, beneficiary updates
- Prepare client reports, meeting materials, and portfolio summaries
- Coordinate with custodians (Schwab & Fidelity) and third-party vendors
- Work with client tax and estate planning professionals
- Support investment-related communications aligned with client strategies
- Assist with new client onboarding and ensure regulatory compliance
- Partner internally to improve processes and elevate the client experience
Qualifications
- 10+ years of client service or operations experience within an RIA
- Deep understanding of investment accounts, custodial operations, and compliance
- Strong ability to manage complex, high-touch client needs
- Proficiency with CRM systems, custodial platforms, and Microsoft Office
- Series 65 preferred but not required
- Experience with Addepar and/or Black Diamond is a plus
Why This Opportunity Stands Out
- Join a boutique, relationship-focused RIA
- Work closely with UHNW clients and complex portfolios
- Become part of a culture rooted in integrity, excellence, and proactive problem-solving
If you're interested or know someone who would be a great fit, please reach out directly to