83 Client Services Associate Jobs in Dallas, TX
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GemHarvest is Hiring a Client Services Associate Near Dallas, TX
Client Service Associate
Boutique Wealth Management Firm
North Dallas Fort Worth Metroplex, TX
Overview
Established and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Serve as a primary lead for client onboarding and private wealth client services
- Provide an excellent client experience for high net worth clients, building and maintaining client relationships
- Participate in the growth of an independent RIA by servicing client needs
- Strong culture of teamwork, integrity, work life balance and personal and professional development
- Career track within the firm
- Competitive compensation package including benefits and bonuses
Requirements
- 1-3 years experience in Client Service within Financial Services
- Track record of professionalism, adaptability, attention to detail, and time management
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Compensation package:
- Bonus opportunities
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
Education:
- Bachelor's (Required)
Experience:
- Financial services: 1 year (Required)
Ability to Relocate:
- Dallas, TX 75248: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
$52k-68k (estimate)
04/12/2024
05/23/2024
The job skills required for Client Services Associate include Client Service, Initiative, Teamwork, Attention to Detail, Integrity, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.
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