A growing global investment firm is seeking a Client Service Associate to support its expanding Dallas office. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced environment and enjoys working with Ultra-High Net Worth (UHNW) clients.
The firm provides customized investment management and advisory services to UHNW individuals, families, trusts, foundations, and endowments. Known for its collaborative culture and strong long-term growth trajectory, the organization offers meaningful exposure to sophisticated clients and complex investment structures.
This role is based in Dallas, TX (hybrid).
Responsibilities
» Client & Advisor Support: Partner closely with Wealth Advisors to support UHNW clients and deliver high-touch service.
» Transaction Coordination: Coordinate with custodians and internal Operations teams to ensure accurate and timely processing of transactions.
» Portfolio Management Support: Assist with portfolio rebalancing, money movements, and investment-related documentation.
» Onboarding & Operations: Prepare new account paperwork, contracts, and subscription agreements, while managing account openings and closings across SMA and brokerage platforms.
» Compliance & KYC: Maintain and update KYC profiles, searches, and compliance documentation.
» Asset Movements: Process cash and security movements, including wires, deposits, withdrawals, gifting, and journals.
» Reporting & Tech: Support preparation of client presentations, proposals, and reporting using Excel and PowerPoint.
» Billing: Review billing for accuracy and assist with reconciliation as needed.
» Database Management: Maintain and update client databases and portfolio/account systems (e.g., Salesforce, Addepar, Black Diamond).
Qualifications
» Education: Bachelor’s degree required (Finance, Business, or related field preferred).
» Experience: 5+ years of experience supporting UHNW clients in wealth management or investment advisory.
» Technical Skills: Advanced Microsoft Office skills, especially Excel and PowerPoint.
» Core Competencies: Strong attention to detail and exceptional organizational skills.
» Work Style: Self-motivated with the ability to manage multiple priorities in a fast-paced environment.»
» Drive: Interest in investment management, financial technology, and client solutions.
Why This Role?
» High-Impact Exposure: Direct exposure to UHNW clients with $200M+ in investable assets.
» Culture: Collaborative, growth-oriented culture with strong mentorship in a supportive, dynamic, and team-oriented environment.
» Career Trajectory: Excellent long-term career development in wealth and investment management.
» Compensation: Competitive base salary plus an annual bonus.
» Perks: Outstanding benefits package with minimal employee costs.
How to Apply:
Please get in touch with Camila Montes, International Search Consultants, at
