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Form of workHow would you like to be a part of a successful and established team with strong company and family values? Do you have high organizational and operational skills with familiarity in the world of finance. Are you looking for great pay, work-life balance and career longevity?
A distinguished, 30-year-strong Certified Public Accounting Firm is adding a Client Service Operations Admin to their illustrious team! So if you have the skills, care and commitment to high-quality work while enjoying client connections, this hybrid position may be perfect for you!
This is a full-time, permanent, salaried Direct Hire position that offers a comprehensive benefits package.
Job Duties:
- Execute trading and rebalancing process, including, but not limited to portfolio submission, trade allocation, assessment of client cash requirements.
- Setup and maintain accounts in proprietary systems.
- Resolve client service issues and requests from Wealth Managers and Clients.
- Serve as liaison between Wealth Managers and Clients as needed.
- Support Wealth Managers with a can-do attitude.
Schedule: Monday – Friday 8:00 am - 5:00 pm, hybrid position with 1 day in office per week.
Requirements:
- Bachelor’s Degree or equivalent experience in business, accounting, finance, economics or related field.
- Series 65 preferred, not required.
- 3+ years experience in the financial planning industry.
- Schwab and/or Fidelity platform experience preferred.
- Experience with Tamarac Reporting, Rebalancer and AdvisorEngine CRM software is a plus.
Pay: $70k - $90k salary range based upon experience
Benefits
- Medical, Dental, Vision
- Life, Critical illness, Accident, Long and Short-Term Disability Insurance
- Financial Advisory access
- Free gym membership to onsite, brand new facility
- 401(K) Retirement Plan with Employer Match
- 6 Paid Holidays
- Half days off on Fridays during summer months
Location: Dallas, TX
If you are interested in this amazing opportunity, call our office at 469.647.3555
