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Company: Corps Team Staffing
Title: Financial Client Services Associate (Ref. #10749)
Areas: TX-Dallas
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Great opportunity to work at one of the “Top Places to Work” in Dallas! This growing private wealth management firm is seeking a talented, collaborative individual who is dedicated to client service, integrity and excellence!

Duties and Responsibilities:

  • Assist in the client onboarding process and ongoing data maintenance by collecting and organizing the incoming client information and documents
  • Act as first point of contact with clients and outside advisors regarding day to day and operational client matters
  • Coordinate information requests for investments and other business activities with client, client assistants and other outside advisors
  • Maintain client files and records, including scanning of mail and updating CRM system (contact information, non-financial assets, etc.)
  • Coordinate with back office to create and track receipt of various paperwork for client signature (financial management agreements, letters of authorization, account paperwork, tax documents and returns, etc.)
  • Banking and investment account transactions
    • ?Cash movement (domestic, international) – checks, wires, journals, ACH
    • Manage check deposit procedures
    • Cash management to ensure funds availability for fees, invoices, investment capital calls and other recurring transactions
    • Quarterly income tax payments and real estate tax payments
  • Research and answer client questions related to investment account activity, balances, and other miscellaneous requests

Minimum Position Requirements:

  • Strong interpersonal, organizational and communication skills, and initiative
  • Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel and PowerPoint), Internet applications
  • Ability to maintain extreme confidentiality in dealing with client matters
  • Attention to detail and organizational skill must be a strength
  • Must consent to and have favorable consumer report, background check and drug/alcohol test

Other Essential Traits:

  • Extensive experience with Salesforce or other CRM system highly preferred
  • General knowledge and understanding of private client/personal financial services industry preferred
  • Familiarization with entity structures (trusts, partnerships, corporations, etc.)
  • Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them
  • Willingness to learn, expand responsibility
Type: Direct Hire
Highest Degree Obtained: College Degree (4 year)
Rate: Commensurate with Experience
Field of Expertise: Accounting & Finance
Work Experience: 4-5 Years
Career Level: Staff
Areas: TX-Dallas
Date Published: 6/4/2017
This position is being handled by a Corps Team recruiter. Please apply directly to this position for consideration, and someone from Corps Team will contact you if your experience meets our client's criteria.
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