Client Support Specialist

At CORDA Investment Management, we believe our people are our greatest asset. We foster a collaborative, client-focused culture where talented professionals can grow their careers while making a genuine difference in the lives of the individuals and families we serve. If you are passionate about financial planning, investment management, or client service, we would love to hear from you. Multiple healthcare plans to fit you and your family 50% of coverage cost paid by CORDA Long Term Disability Insurance Time Off Every other Friday off (after the first 90 days of employment) 30-day paid sabbatical after five years employment, and every 5 years thereafter Retirement Plans Company contributions to your 401(k) retirement plans Access to company financial planning tools Client Support Specialist Location Employment Type Full time Location Type Hybrid Department Client Support Company Overview CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach. Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility. At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy. We are a close-knit, collaborative team. We support each other and welcome new ideas, while staying focused on the clients we serve. If our work resonates with you, we’d love to connect! Client Support Specialist We are looking for a detail-oriented, service-minded Client Support Specialist to join our Operations team. At CORDA, our clients are at the center of everything we do, and this role plays a direct part in making sure they feel it. You will work closely with our Business Development, Advisory, and Portfolio teams to guide clients through onboarding, support ongoing account needs, and keep our internal pipeline organized and moving. This is a role for someone who takes pride in the details, communicates with care, and finds genuine satisfaction in being the person others can count on. Location: Dallas or Houston Client Onboarding and Account Management Guide new clients through the onboarding process in close coordination with the Business Development and Advisory teams Prepare and process client paperwork through the appropriate custodial workflows Manage ongoing account maintenance and money movement requests Maintain accurate and up-to-date client records in Salesforce Send Welcome emails to new clients with portal access instructions and billing information Lead and Pipeline Support Monitor and coordinate incoming referral leads and ensure timely follow-up Enter and maintain lead records in Salesforce, tracking status and activity throughout the pipeline Keep the Business Development team and relevant partners informed on lead and onboarding progress Operations and Compliance Ensure Risk Tolerance scores are on file prior to any trading activity Partner with custodial institutions to ensure requests are processed accurately and on time Education & Experience 2+ years of experience in financial services operations, client support, or a related field Experience with Salesforce or comparable CRM tools preferred Familiarity with custodial or institutional investment platforms is a plus Strong organizational skills with a high attention to detail Clear and professional communicator, both written and verbal Ability to manage multiple priorities in a fast-paced environment A collaborative team player who takes ownership of their work This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice. Don’t see a position that feels like the right fit? We are always interested in connecting with great talent. Submit your resume below and we will be in touch if the right opportunity comes along. #J-18808-Ljbffr