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Client Associate, Wealth Planning

Description

Ref ID: 04120-0011378940

Classification: Analyst

Compensation: DOE

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 MS Office including MS 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.

Requirements

Degree in Business from a top tier school

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-TX-Dallas
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Other Compensation: DOE
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Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-TX-Dallas
Recruiter
469- 608-6949
972- 386-5788
Snapshot
Robert Half
Company:
US-TX-Dallas
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 04120-0011378940

Classification: Analyst

Compensation: DOE

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 MS Office including MS 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.

Requirements

Degree in Business from a top tier school

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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Client Associate, Wealth Planning Apply now