Executive Account Manager - Dallas - beBeeClientAssociate

    beBeeClientAssociate
    beBeeClientAssociate Dallas

    1 day ago

    Job title: Senior Client Associate

    Description

    Senior Client Associate Role

    We are seeking a skilled Senior Client Associate to fill this key position within our team.

    • Responsibilities include account management, asset transfer coordination, investment document completion, cash management and required distributions, client support with online access queries and life events. Maintaining high standards of attention to detail is crucial for success in this role.

    The ideal candidate will possess strong communication skills,
    be highly organized with excellent time management and problem-solving abilities.
    To succeed in this position you will be interacting directly with high-net-worth clients providing top-quality service,
    complete administration of client accounts including performance reporting posting daily transactions processing trade instructions generating expense reports new account setup ensuring all necessary approvals processed completed approved cashiering requests supporting marketing efforts promotional activities office assistance correspondence preparation transmission review accuracy maintenance compliance training attending meetings presenting filing record keeping


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