Client Service Coordinator

Company: Delta Dallas
Location: Dallas
Posted on: May 28, 2023

Job Description:

Company Overview: Delta Dallas is partnering with a distinguished RIA Wealth Management firm located in Uptown Dallas. Our client distinguishes itself in the industry by being research-driven and specializing in alternative investments. With a focus on providing comprehensive financial planning services and personalized investment advice, our client helps clients achieve their financial goals through unique and innovative investment strategies. Job Overview: We are seeking a highly motivated and detail-oriented Client Service Associate to join our client's team. In this role, you will have the opportunity to work closely with their team of research-driven advisors, providing exceptional client service and operational support. You will play a vital role in assisting clients with their investment needs in the realm of alternative investments. Key Responsibilities: Deliver outstanding customer service to our clients, promptly responding to inquiries and providing accurate and insightful information. Serve as a primary point of contact for clients, efficiently managing phone calls and emails and connecting them with the appropriate advisor. Maintain meticulous and up-to-date client records, ensuring accuracy and completeness of all client information. Prepare and process client paperwork, including account opening, transfers, and ongoing account maintenance. Assist advisors in developing client presentations, reports, and proposals related to alternative investments. Coordinate client events and meetings, ensuring all logistical details are well-organized and clients are well-informed. Continuously monitor and update client accounts, ensuring compliance with regulatory requirements and internal policies. Conduct thorough research on alternative investment products and services, staying abreast of industry trends and news. Actively participate in team meetings, leveraging your insights to contribute to the firm's research-driven approach. Qualifications: Bachelor's degree in finance, business, or a related field. Minimum of 2 years of experience in client services or support within the financial services industry. Strong knowledge of alternative investments and a demonstrated interest in research-driven investment strategies. Excellent communication and interpersonal skills. Meticulous attention to detail and exceptional organizational skills. Proficiency in Microsoft Office and experience with CRM software. Familiarity with NetX360 platform is preferred. Ability to thrive in a team environment. Preferred, but not required: Series 7 and/or 63 license. Bilingual proficiency in English and Spanish is preferred. Compensation: -$70K - $80K (DOE) If you are a motivated individual with a passion for delivering exceptional service, possess a strong interest in research-driven alternative investments, and have we encourage you to apply for this exciting opportunity. -

Keywords: Delta Dallas, Dallas , Client Service Coordinator, Other , Dallas, Texas