precise process.
rewarding partnership.

Client Service Associate

Reference Number: JM5605
Location: Dallas, Texas

The Judson Group has partnered with a highly regarded wealth management firm with over $1.5B in AUM in the search for a Client Service Associate. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This candidate will have the unique role of providing high-touch client service.

This is a support role ensuring an exceptional client experience. In this role the employee will cultivate the relationship through superior service.

Key responsibilities and requirements include:
• Coordinate efforts between the Relationship Manager and all service areas of the firm
• Maintains accounts for clients including new account documentation and transfers
• Assist client meetings, issuing client communications, and oversee client service efforts
• Review client reports and assist with all planning and implementation for the client
• Advanced degree preferred
• 3+ years relevant experience with a wealth management background
• Experience supporting HNW clients and relationships
• Experience using a variety of technologies to support accounts and transactions
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously
• High degree of customer service, confidentiality and urgency

Base salary competitive with current base and experience level with bonus plan in addition.

Dallas, Texas

Ready to take the next step in your career?  Email your resume in MS Word format to A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.