Client Service Associate

Excellent opportunity in a professional business environment within the financial services industry.

Position Summary

We are seeking a Client Service Associate who consistently provides exceptional client services to all of firm’s clients and demonstrates tremendous organizational, interpersonal, and communication skills, excellent attention to detail, and the ability to perform multiple tasks successfully. A high level of technical proficiency and the ability to quickly learn and adapt to new systems and tools are essential for success in this role.

Candidate Characteristic/Disposition 

The ideal candidate must be detailed and service-oriented, able to prioritize and manage multiple projects, work in a fast-paced environment and willing to learn and expand responsibility. The position necessitates strong interpersonal, organizational, and communication skills, and initiative and ability to follow written instructions with accuracy. 

Essential Functions Statement(s)

• Client Servicing: Assist with client service needs, including processing requests, resolving issues, and delivering timely, accurate, and exceptional service.
• Client Onboarding: Assist with client onboarding and ongoing data maintenance by collecting, reviewing, and organizing client information and required documentation.
• Money Movement: Process all forms of money movement—including checks, wires, journals, ACH, DAFs, and other transactions—with the highest level of accuracy, confidentiality, and attention to detail.
• CRM Management: Maintain accurate and up-to-date client records, ensuring data integrity across all systems.
• Communications & Correspondence: Serve as a trusted point of contact for service-related interactions with clients and custodians, exercising discretion and professionalism in all communications.
• Team Support: Provide backup support to Client Service Team

Core Competencies

• Organizational Excellence: Demonstrates strong ability to prioritize, structure information, and maintain efficient, scalable systems. 
• Communication: Demonstrates strong written and verbal communication skills
• Time Management: Highly effective at managing multiple priorities, meeting tight deadlines, and maintaining accuracy under pressure.
• Interpersonal Savvy: Builds and sustains strong relationships through empathy, professionalism, and sound judgment.
• Discretion & Confidentiality: Handles sensitive and confidential information with the highest level of integrity and discretion. 
• Adaptability: Thrives in dynamic, fast-paced environments and adjusts seamlessly to shifting priorities. 
• Custodian knowledge: Familiar with major custodians including Schwab, Fidelity, Pershing, and American Funds 

Skills & Abilities

Education: High School Diploma required, Bachelor’s Degree Preferred

Experience: 0-3 years of client service experience in financial services or a similar industry preferred. General knowledge and understanding of personal financial services industry is a plus. 

Technical Proficiency: Proficient in use of Microsoft Office Suite (Word, Outlook, some PowerPoint) and experience with CRM platforms and workflows.

Job Status: Full time 

FLSA Status: Exempt

Position Eligible for Telework: Yes, after meeting eligibility requirements.

Department: Client Service, direct report to Client Service Manager

Work Schedule:

Standard business hours are expected (8:00 a.m. – 5:00 p.m.); however, this role may require additional time and schedule flexibility based on workload, deadlines, or business demands.

This position is located in Plano TX.

Competitive compensation based on experience. Strong benefits with health insurance, dental insurance fully paid by the employer for employee coverage and 401k and match available.

Reasonable Accommodations Statement 

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.

Instructions for applying for this position:

Please submit a cover letter and resume in Word or PDF format. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions, or your resume will be rejected. Thank you.