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SalaryWHO WE ARE
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Chicago, Houston and San Francisco.
ABOUT THE ROLE
In this position, you will assist our Private Wealth Advisors in meeting our clients’ needs on a daily basis by providing superior customer support.
A DAY IN THE LIFE
- Complete all daily/monthly/quarterly standard reporting requirements of clients and consultants
- Create and prepare client/consultant presentations and meeting materials, collateral, and various requests for information
- Process client distribution requests via check, wire, ACH in TrustDesk on a daily basis
- Assist with Client Reporting to include downloading statements and uploading information into client portal
- Maintenance for recurring distributions
- Maintain client files and records, including scanning of mail and updating appropriate systems and spreadsheets
- Assist in preparation for client events and attend as needed
- Assist with the process of new account set up
- Assist with property tax payments
- Oversight of overdrafts and other daily transactions
- Provide backup for other Client Service Associates as needed
- Support Relationship Manager as an internal point person for existing and prospective clients and consultants in Westwood’s Wealth Management offices
- Prepare various correspondence and memos for client signature. Documents include financial management agreements, letters of authorization, account paperwork, tax documents and returns, Promissory Notes etc
- Other projects and duties as assigned
WHAT YOU'LL NEED
Minimum Education Required:
- Bachelor’s degree in finance, accounting or related field
Minimum Specific Experience Required:
- 0 - 2+ years of experience in a Client Service organization
WHO YOU ARE
- The ideal candidate will have knowledge and understanding of trust and fiduciary principles as well as the laws governing trusts.
- The candidate should be organized and have strong analytical skills including a high attention to detail and accuracy.
- Strong interpersonal and Client Service skills are a must.
WHAT YOU'LL GET
- Competitive Salary, benefits and 401K company match that vests immediately upon participation.
- Parental leave & PTO policy.
- Collaborative, dynamic work environment within a fast-paced, mission-driven company.
PHYSICAL DEMANDS
This physical demands required to perform the essential duties successfully are consistent with a professional office environment.
TRAVEL
This position does not require travel.
This job description may be subject to change at any time.
WHAT TO EXPECT NEXT
We look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview.
Westwood is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
