Client Services Associate

Client Services Associate at Titleist Asset Management

Location: San Antonio, TX office

Reports to: Director of Client Services / Partner

Job Summary

Titleist Asset Management (TAM) is a rapidly growing financial services firm established in 2003, managing over $2.3 billion in assets. We empower over 25 independent investment advisors by providing a comprehensive TAM360 platform and a wide range of financial services to a diverse client base, including individuals, corporations, and institutions. Our mission is to foster collaborative growth and operational excellence, driven by our core values of Outstanding Client Support, Transparency, and Stewardship. We believe in building a team that is not just supporting, but actively contributing to the success of our advisors and their clients. Visit our websites at www.tamgmt.com and www.titleistadvisornetwork.com to learn more

The Opportunity: Elevating Client Service

Are you passionate about delivering exceptional service and eager to grow your career in the dynamic wealth management industry? Titleist Asset Management is seeking a highly motivated and detail-oriented Client Services Associate to join our high-performing team in San Antonio. We are building a team of proactive problem-solvers and strategic partners who differentiate themselves through deep expertise and an unwavering commitment to client success. You will play a pivotal role in supporting our independent financial advisors across all facets of their practice, from onboarding and trading to complex account operations and technology solutions.

We are looking for someone who desires to develop into a leader within the financial services industry, and for the right candidate, this role offers competitive compensation with increased earning potential year over year. You will gain invaluable experience working side-by-side with key employees and senior management, utilizing top-tier financial tools and technologies to drive efficient and impactful solutions.

What You'll Do: Impactful Responsibilities

As a Client Services Associate, you will be instrumental in ensuring the seamless experience of our advisors and their clients. Your responsibilities will include:

• Advisor Support & Relationship Management: Assist with all aspects of advisor and client support

• Operational Excellence: Execute your job at a high level:

1.     Monitor daily operation reports to ensure accuracy and identify potential issues.

2.     Coordinate client service activities seamlessly with advisors and custodians.

3.     Maintain meticulous files and records in accordance with Titleist’s record retention policy.

4.     Become proficient in executing trades and working with investment models.

• Technology & Platform Support: Provide expert support for our technology platforms, including Black Diamond, Wealthbox and financial planning services, ensuring advisors leverage our tools to their full potential.

• Problem Solving & Solutions: Actively listen to client and advisor needs, understand complex issues, and proactively follow up with detailed service and solutions on a daily basis.

• Team Collaboration: Collaborate effectively with internal departments and provide overall team support, contributing to a cohesive and high-performing service culture.

• Performance Reporting: Manage performance reporting software for client accounts and TAM model portfolios.

• Data Management: Manage our Client Relationship Management (CRM) database to ensure accurate and up-to-date client information.

Hard Skills & Experience:

• Financial Acumen: At least two years of experience in the financial services industry is preferred.

• Licensing: Ability to pass the SIE exam and hold/obtain the Series 65 securities license within 120 days of employment.

• Technical Proficiency: Very proficient in Adobe Acrobat, Microsoft Excel, and PowerPoint (skills may be tested).

• Trading Aptitude: Willingness to become proficient in executing trades.

Soft Skills & Attributes:

• Client Service: A positive attitude with a genuine desire to listen to client and advisor needs, understand complex issues, and proactively deliver detailed service and solutions.

• Transparency & Communication: Excellent verbal and written communication and presentation skills. Ability to clearly and concisely articulate solutions and manage expectations.

• Operational Excellence & Attention to Detail: Extreme attention to detail is paramount. Strong multi-tasking and critical thinking skills with the ability to work effectively under tight deadlines.

• Collaborative Growth & Self-Starter: A self-starter with an excellent work ethic who is coachable and thrives in a team environment. Demonstrated participation and leadership in college athletics or organizations is a plus.

• Stewardship: A strong sense of responsibility and ownership in managing client accounts and supporting advisor success.

Ready to Join Our Team?

If you are a proactive, detail-oriented individual with a passion for delivering exceptional service and are looking for a growth opportunity within a dynamic wealth management firm, we encourage you to apply!

To Apply: Please reply to our Titleist Asset Management LinkedIn or email info@tamgmt.com.