Asset & Wealth Management Operations-Client Services-Associate-Dallas

Primary Responsibilities

• Manage client relationships by serving as primary point of contact for clients & sales channels.
• Provide a full range of services: including responding to client inquiries for fund/portfolio information, acting as the point person for any client-related issues, and executing trades.
• Collaborate with Sales partners to drive business development initiatives.
• Engage in critical analysis and problem-solving activities, both independently and collaboratively with the team, to address complex issues effectively.
• Monitor and escalate service issues to ensure a high-quality response and resolution to clients.
• Participate in special value projects as necessary (i.e. asset development, automation related projects).
• Promote a service-oriented culture focused on enhancing the client experience and exceeding client expectations.

Qualifications

• Bachelor’s degree from a four-year college or university required.
• Demonstrated understanding of client needs and the ability to meet them effectively.
• Critical thinking, analytical, and problem-solving skills.
• Strong organizational skills and experience managing projects.
• Keen attention to detail and high sense of intellectual curiosity, meeting needs in a thorough and efficient manner.
• Ability to thrive in a fast-paced, collaborative environment.
• Team oriented and self-motivated with a positive attitude.
• Preferred 3 years of relevant client service experience in a financial services industry environment.
• FINRA Series 7 and Series 63 preferred (should be obtained within first 60 days on the job).