Client Service Associate
$150,000–$200,000 year
On-siteDallas, Texas, United States
Job Summary
Process new accounts, transfers, deposits, distributions, and service requests with high accuracy while preparing and submitting paperwork to completion. Own the CRM by keeping client records, notes, and workflows current, and build repeatable processes for recurring tasks. Manage the firm's inbox, route correspondence, and serve as the first point of contact for client service requests. Deliver personalized client experiences by preparing meeting spaces and coordinating post-meeting follow-up, including milestone recognition for birthdays and life events. Help plan and execute webinars and seminars by confirming attendance, logging notes, and researching attendee backgrounds. Order supplies, manage mail, and maintain a pristine office environment.
Required Qualifications
- 2–3 years of experience in a Client Service Associate, Registered Client Associate, or similar client-facing support role within wealth management, private banking, or brokerage (e.g., JPMorgan, Wells Fargo, Merrill, Morgan Stanley, or a comparable wirehouse/bank platform)
- Experience supporting a growing practice — ideally an advisor or team actively bringing in new clients and expanding AUM, not one focused solely on maintaining an existing book
- Experience directly supporting financial advisors or relationship managers
- Proficiency in Microsoft Office (Outlook, Excel, Word)
- Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar)
- Polished, professional verbal and written communication
- Comfort with technology and AI-assisted tools — we use them daily
Desired Qualifications
- Familiarity with LPL Financial systems
- Knowledge of account types (IRA, brokerage, trust) and financial regulations
- Bachelor's degree
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