Generational Group · 11 hours ago
Senior Client Services Associate
Richardson, TX
Full-time
Onsite
Mid, Senior Level
3+ years expGenerational Group is a company focused on providing wealth advisory services, and they are seeking a Senior Client Services Associate to support their operations team. This role involves managing client accounts, ensuring a positive client experience, and coordinating with various professionals related to client management.
ConsultingFinancial Services
Responsibilities
Assists with client account set up, which includes working with complex accounts (layered entities, trusts, charitable accounts, etc.)
Manages and completes both ad-hoc and recurring tasks as assigned by Advisors or Director of Operations. This includes client cash management, transfers, new account opening, file requests, etc
Provides direct client support by answering questions, collecting information, and assisting with the client accounts and dashboards, liaising with financial custodians, and vendors (typically via phone and email)
Coordinates client meetings for the advisor team
Monitors client accounts and reviews client records to ensure accuracy
“Face” and “Voice” for Generational Wealth Advisors as the initial point of contact for clients
Coordinate with other professionals related to client management, such as attorneys, tax professionals, trustees, banks, and other Generational Group Teams
Qualification
Required
3+ Years of client and financial services experience
Previous experience supporting financial planners, financial advisors, CPAs or attorneys
Previous experience using custodial platforms such as Schwab, Fidelity or similar
Previous experience using client-management CRM system such as SalesForce, Wealthbox or Redtail
Previous experience using portfolio management system such as Orion or Tamarac a plus
Knowledge of alternative investment subscription process a plus
High attention to detail, exceptional organizational skills, strong written and verbal communication skills
Professional attitude and appearance, ability to work in-office full time
Friendly, client-centric approach
Ability to clearly communicate basic company information and answer general questions
Active listening and observation skills with proactive problem-solving abilities
An understanding of general business principles with ability to review and organize financial documents
Excellent time management skills, ability to multitask and meet deadlines
Positive and coachable attitude
Strong computer skills with Microsoft Office 365 experience, particularly Excel
Company
Generational Group
Generational Group is one of the world’s leading mergers and acquisitions firms. It is a sub-organization of Generational Capital Markets.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Heath A. Flock
Chief Operating Officer
Steve Schreiber
Chief Business Development Officer
Recent News
Morningstar.com
2026-01-03
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