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Financial Operations Specialist

Company: Delta Dallas
Location: Dallas
Posted on: November 26, 2022

Job Description:

Delta Dallas is partnering with a financial wealth management firm in its search for Senior Client Services Associate. This role is responsible for establishing, maintaining and building relationships while delivering exceptional client service. Responsibilities include:

  • Provide top quality service to clients in administration of client financial accounts
  • Serve as primary liaison between the financial advisors of the firm, custodians, clients, and client s professional team, building trusted relationships
  • Prepare and complete account opening paperwork
  • Support advisors, other team members and clients
  • Handle incoming advisor and client phone calls by resolving and troubleshooting service issues
  • Scheduling and tracking meetings in addition to participating in team meetings
  • Prepare, send out and execute new client onboarding paperwork
  • Facilitate money movements using custodian websites
  • Prepare money movement paperwork and some custodian forms
  • Run daily reports
  • Other administrative duties as assigned Requirements:
    • Experience working with private, high net-worth clients and/or institutional clients highly preferred
    • 1-3 years relevant work experience
    • Strong client service skills
    • Excellent attention to detail and organizational skills
    • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
    • Ability to work well in a structure and collaborative team environment

Keywords: Delta Dallas, Dallas , Financial Operations Specialist, Accounting, Auditing , Dallas, Texas

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