Feb 24, 2023
Client Service Associate Featured
Title: Client Service Associate Reports to: Chief Client Service Officer Location: Dallas, TX Benefits: Yes Status: Full-time Date: February 2023 Job Summary The Client Service Associate provides frontline service to firm clients including account maintenance, account related client requests, client financial planning updates and general support of portfolio and investment strategies. Duties and Responsibilities The Client Service Associate can expect to focus in the following areas: · Set up new client and additional client accounts · Assist client in completing firm and custodian paperwork as needed · Execute asset transfers · Facilitate account related client requests (e.g., Moneylink journals, wire transfers, RMDs, estate matters) as directed by client · Prepare client financial plans using the firm’s proprietary process and systems ·...
Schlindwein Associates, LLC Full time