Client service associate

A leading global wealth management firm is seeking a Client Service Associate to join its centralized team in Dallas, TX. This role supports Ultra High Net Worth (UHNW) clients on the West Coast and offers a long-term career path with opportunities for continued learning and advancement in a fast-paced, collaborative environment. Hybrid Model - 3 days onsite Location: Dallas, TX Schedule: 9am-6pm EST

salary: $70,000 - $90,000 per year
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

Responsibilities:

• Partner with Client Service Teams to deliver exceptional service to UHNW clients
• Maintain accuracy of client data and documentation within internal systems and applications
• Collaborate with custodians and internal Operations to ensure efficient processing of client requests
• Prepare new account documentation, contracts, and subscription agreements
• Manage account openings and closures, including SMA and brokerage accounts
• Oversee cash and security movements (deposits, withdrawals, gifting, wires, journals)
• Review and verify billing for accuracy and completeness
• Manage a client base of approximately 25-35 clients, prioritizing multiple client needs and operational requests

Qualifications:

• Bachelor's degree preferred; Finance or Business concentration
• 4-5 years of experience in financial services, client support, or operations
• Direct experience working with High Net Worth (HNW) or Ultra High Net Worth (UHNW) clients strongly preferred
• Experience supporting UHNW clients with approximately $10-20 million or more in assets under management is highly relevant
• Experience with Alternative Investments is a significant plus, given the complexity of these investments and related client-service and operational requirements
• Familiarity with key financial-services systems, including Fidelity, Schwab, and Salesforce, is preferred
• Proficient in Microsoft Excel, PowerPoint, and Adobe Acrobat
• Eager to learn and grow in a dynamic, client-focused setting

Skills

• Client Service
• High Net Worth (5 years of experience is required)
• Ultra High Net Worth (5 years of experience is preferred)
• Reconciliation (3 years of experience is required)
• Account Management
• Portfolio Management
• Alternative Investments
• Account Reconciliation
• Fidelity
• Charles Schwab System

Qualifications

• Years of experience: 4 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.


Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on click.appcast.io.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.