Client Associate, Dallas (In-person)

This position is with a firm that advises high net worth clients. This is a great opportunity for an experienced client services, administrative, and operations professional to add value to a fast growing firm. Duties include: New Client Onboarding Process: Receiving new client introductions from Advisors and working with the new client to open custodial accounts. Fielding calls/email requests from clients for wires, deposits, quarterly performance reporting, GIPS compliance and developing strong a rapport with all clients. Required: Proficient use of Microsoft Office suite including Excel, Word, Outlook, PowerPoint, Schwab Portfolio Center and Fidelity Wealth Central. Must have a 4-year Undergraduate Degree and at least 3 years of relevant office management experience within the financial services industry.
 
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.