Senior Wealth Client Service Specialist | Dallas, Texas

Reference Number: HRJ7280
Location: Dallas, Texas

Judson Group has partnered with a successful RIA in the search for a Senior Wealth Client Service Specialist to provide administrative and operational support to one or more Advisors of the firm. The Senior Wealth Client Service Specialist assists with Ultra High Net Worth client daily needs. Responsibilities include; new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records and preparing client communication. They will work closely with a team of Advisors and have direct contact with Partners.

Responsibilities:

  • Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
  • Act as a liaison between Advisors, clients and custodians to process client requests and resolve issues
  • Manage the client onboarding process for UHNW clients
  • Coordinate and execute investment allocation and rebalance strategies
  • Maintain client data ensuring accuracy, security, and timeliness
  • Prepare various reports for client reviews and other miscellaneous meetings
  • Develop new ways to continuously provide the best service to the firm’s clients

Requirements:

  • 5+ years of operational experience within the financial services industry
  • Bachelor’s Degree required
  • Must have strong organizational and prioritization skills
  • Ability to work independently to research and resolve client issues
  • Client services oriented and strong attention to detail

Compensation: Attractive compensation package including base salary and benefits

Location: Dallas, Texas

Reference Number: HRJ7280

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