International Client Service Associate

The Opportunity

You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path.

You'll report directly to your Team Leader who coaches you and supports your development.

Your Qualifications

• Bachelor's degree, or equivalent combination of education and experience
• Demonstrated interest in client service and operations activities
• Commitment to maintaining quality of work while sticking to a timeline
• You meet challenges head-on - you learn from your setbacks and work towards improvement
• You are engaging and can connect with a wide array of audiences by phone and email

About the Role

This onsite position is located in Plano, TX.

The Day-to-Day

Communicate with high-net-worth UK clients and our partner firms in the US and UK
Work with Investment Counselors to fulfill operational requests from clients
Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
Provide long-term account maintenance for existing UK clients

Pay

We offer a 50% 401(k) match, up to the IRS maximum.

Schedule

This is an in-office role.

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

Qualifications

Bachelor's degree, or equivalent combination of education and experience
Demonstrated interest in client service and operations activities
Commitment to maintaining quality of work while sticking to a timeline
You meet challenges head-on - you learn from your setbacks and work towards improvement
You are engaging and can connect with a wide array of audiences by phone and email