Robert Half Finance and Accounting has teamed up with a well known wealth management firm to assist in the recruitment of a Client Associate. This role will support client service as well as participate in business development efforts. Please email your background to [Click Here to Email Your Resumé]
or you can call Chris Willhite at 972-789-9590. CLIENT ASSOCATE Private Asset Management- Wealth Management Division Location: Dallas, Texas JOB DESCRIPTION: To work as a Client Associate supporting the client service, account maintenance and business development efforts of multiple Wealth Advisors in the Dallas office. Responsibilities: Provide comprehensive support to Wealth Advisors in servicing, maintaining and growing their high net worth books of business. Open client accounts and assist clients with required documentation. Perform account maintenance including but not limited to; funds disbursements, name/address changes, gifting securities, ACATS and DTC transfers, cost updates, billing/fees, and entering client directed orders. Regular and proactive contact with clients and prospects regarding; new account documents, LOA’s, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objectives, portfolio market values, stock quotes, etc. Act as a liaison between Wealth Advisors, Portfolio Managers, Business Control Management (BCM) and internal and external operations groups Monitor account activity including trades, cash flow, debits, margin, tech shorts, performance, transfers, allocations, fees (etc.) by utilizing various in house portfolio systems Provide customized reporting and analysis to clients or Wealth Advisor team on a regular or ad hoc basis. Work with custodian contacts to facilitate the set up of DVP/COD accounts and ensure proper settlement of trades. Maintain account information and new business pipeline in Siebel database. Participate in sales development process. Maintain accurate and detailed client files. Requirements: Undergraduate degree or equivalent working experience in the financial services industry Series 7 and 66 certifications highly preferred 2-3+ years of client service/support or related experience in the financial services industry Proficiency in Microsoft Office including Microsoft Word, Excel, PowerPoint and Outlook products; familiarity with working with financial and marketing databases preferred. Strong written and verbal communication skills, strong client servicing skills Ability to work independently as well as in a team Detailed oriented and organized with strong follow-up skills Ability to manage multiple tasks simultaneously Please email your background to [Click Here to Email Your Resumé]
or you can call Chris Willhite at 972-789-9590.