Client Support Specialist

Company Overview

CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach.

Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility.

At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy. We are a close-knit, collaborative team. We support each other and welcome new ideas, while staying focused on the clients we serve. If our work resonates with you, we’d love to connect!

Client Support Specialist

We are looking for a detail-oriented, service-minded Client Support Specialist to join our Operations team. At CORDA, our clients are at the center of everything we do, and this role plays a direct part in making sure they feel it. You will work closely with our Business Development, Advisory, and Portfolio teams to guide clients through onboarding, support ongoing account needs, and keep our internal pipeline organized and moving. This is a role for someone who takes pride in the details, communicates with care, and finds genuine satisfaction in being the person others can count on.

Location: Dallas or Houston

Essential Duties & Responsibilities

Client Onboarding and Account Management

• Guide new clients through the onboarding process in close coordination with the Business Development and Advisory teams
• Prepare and process client paperwork through the appropriate custodial workflows
• Manage ongoing account maintenance and money movement requests
• Maintain accurate and up-to-date client records in Salesforce
• Send Welcome emails to new clients with portal access instructions and billing information
  
  

Lead and Pipeline Support

• Monitor and coordinate incoming referral leads and ensure timely follow-up
• Enter and maintain lead records in Salesforce, tracking status and activity throughout the pipeline
• Keep the Business Development team and relevant partners informed on lead and onboarding progress
  
  

Operations and Compliance

• Ensure Risk Tolerance scores are on file prior to any trading activity
• Partner with custodial institutions to ensure requests are processed accurately and on time
  
  

Education & Experience

• 2 years of experience in financial services operations, client support, or a related field
• Experience with Salesforce or comparable CRM tools preferred
• Familiarity with custodial or institutional investment platforms is a plus
• Strong organizational skills with a high attention to detail
• Clear and professional communicator, both written and verbal
• Ability to manage multiple priorities in a fast-paced environment
• A collaborative team player who takes ownership of their work
  
  

This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.