Client Specialist – Wealth Management | Dallas, Texas

Reference Number: MHH7446
Location: Dallas, Texas

Judson Group has been retained by a leading holistic independent financial advisory firm in the search for a Client Specialist. The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have the unique role of providing high-touch client service.

This is a leading support role ensuring an exceptional client experience. In this role the employee will cultivate the relationship through superior service focused around client engagement, operations, administration and account management.

Responsibilities:

  • Helping with the flow of operations to offer the highest level of customer service
  • Work alongside various teams including compliance, legal, and operations to respond to client services requests
  • Managing the client onboarding process for HNW clients
  • Handles all necessary account maintenance
  • Assist with movement of funds between client accounts, money managers and custodians
  • Maintaining client data ensuring accuracy, security, and timeliness
  • Preparing various reports for client reviews and other miscellaneous meetings
  • Developing new ways to continuously provide the best service to the firm’s clients

Requirements:

  • Bachelor’s Degree
  • 2+ years’ experience with a financial services or RIA firm working with HNW clients
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
  • Knowledge of back-office operations of a financial planning and investment management firm
  • Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must
  • Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation:
Competitive base salary and benefits

Location:
Dallas, Texas

Reference Number: MHH7446

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