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Tolleson Wealth Management · 6 hours ago

Client Service Associate

Dallas, TX

Full-time

Onsite

Entry Level

1+ years exp

Tolleson Wealth Management is dedicated to positively impacting the lives of clients through exceptional service. The Client Service Associate will cultivate and enhance client relationships, assist in onboarding, and manage client inquiries to ensure a white-glove experience.

BankingConsultingFinancial Services

Responsibilities

Assist in the client onboarding process and ongoing data maintenance by collecting and organizing the incoming client information and documents

Act as first point of contact with clients and outside advisors regarding day to day and operational client matters

Coordinate information requests for investments and other business activities with client, client assistants and other outside advisors

Maintain client files and records, including scanning of mail and updating CRM system (contact information, non-financial assets, etc.)

Coordinate with back office to create and track receipt of various paperwork for client signature (financial management agreements, letters of authorization, account paperwork, tax documents and returns, etc.)

Banking and investment account transactions

Cash movement (domestic, international) – checks, wires, journals, ACH

Manage check deposit procedures

Cash management to ensure funds availability for fees, invoices, investment capital calls and other recurring transactions

Quarterly income tax payments and real estate tax payments

Research and answer client questions related to investment account activity, balances, and other miscellaneous requests

Other duties as assigned by management

Qualification

Client relationship managementCRM system proficiencyMicrosoft Office SuiteAttention to detailProactive problem solvingWillingness to learnInterpersonal skillsOrganizational skillsCommunication skillsConfidentiality

Required

One to three years relevant work experience

Strong interpersonal, organizational and communication skills, and initiative

Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel and PowerPoint), Internet applications

Ability to maintain extreme confidentiality in dealing with client matters

Attention to detail and organizational skill must be a strength

Must consent to and have favorable consumer report, background check and drug/alcohol test