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    Client Service Associate - Dallas, United States - The Judson Group

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    Description
    Client Service Associate Relationship Manager | Dallas, Texas


    Reference Number:
    HRJ6911


    Location:
    Dallas, Texas

    Judson Group has partnered with a successful RIA in the search for a

    Client Service Associate Relationship Manager

    that provides administrative and operational support to one or more Advisors of the firm. The Relationship Manager assists with Ultra High Net Worth client daily needs.

    Responsibilities include; new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records and preparing client communication.


    Responsibilities:
    Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
    Act as a liaison between Advisors, clients and custodians to process client requests and resolve issues
    Manage the client onboarding process for UHNW clients
    Coordinate and execute investment allocation and rebalance strategies
    Maintain client data ensuring accuracy, security, and timeliness
    Prepare various reports for client reviews and other miscellaneous meetings
    Develop new ways to continuously provide the best service to the firms clients

    Requirements:
    2+ years of operational experience within the financial services industry
    Bachelors Degree
    Must have strong organizational and prioritization skills
    Ability to work independently to research and resolve client issues
    Client services oriented and strong attention to detail

    Compensation:
    Attractive compensation package including base salary and benefits
    Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506

    #J-18808-Ljbffr

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