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Client Service Associate

Dallas, TX 75240

Posted: 01/13/2024 Employment Type: Permanent Category: Administrative Job Number: 23556 Pay Range: $50,000 - $60,000 DOE Remote Options:

Job Description

A full-service financial services firm in Dallas, TX is seeking a talented Client Service Associate to join their team! They are looking for someone with experience dealing with the administrative aspect of investments to support investment activities and admin tasks related to financial services.  This role is perfect for an adaptable person who is interested in developing their financial services career and eager to grow within the company.

This is a great opportunity because the company you will be joining prioritizes the well-being and growth of their employees by offering competitive compensation, fantastic benefits and numerous opportunities for professional development!  The office atmosphere is family-like and laid back, fostering a relaxed, yet productive work environment. Don’t miss out on this chance to become part of a close-knit team that truly cares about your success!

Pay Range: $50,000 - $60,000 DOE


  • Manage applications for investments and follow up on client and company applications
  • Communicate effectively with clients, brokers, or reps for transfer requests
  • Organize and ensure accurate processing of investment-related paperwork
  • Assist in monthly financial activities including CAM reconciliations and wire transfers
  • Actively engage in ongoing administrative tasks to support investment activities

  • 1-2 years of experience in investment administration or related fields
  • Familiarity with DocuPace and Microsoft Office Suite - Proficiency in DocuPace is preferred
  • Strong communication skills for effective client interaction
  • Bachelor's degree is required
  • Previous experience with a broker-dealer like TD Ameritrade, Charles Schwab, or another Broker Dealer
  • Ability to multitask effectively in a fast-paced environment
  • Experience with or willingness to learn investment brokerage platforms is preferred

  • Medical insurance – 100% employee premium coverage
  • Dental and Vision insurance
  • 401k with match
  • Profit sharing
  • 2 weeks PTO
  • 6 days PSL
  • 8 paid holidays
  • Long-term care coverage
  • Annual performance-based bonus

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