Customer Service Support Salary at Cirro Energy BETA

Client Service Associate Boutique Wealth Management Firm Dallas, TX Overview Boutique RIA in Dallas, TX serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Paraplanning. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients Participate in the growth of a dynamic, independent RIA by servicing client needs, maintaining key relationships, and financial planning administration Strong culture of teamwork, work life balance and personal and professional development Competitive compensation package including benefits and bonuses Requirements Bachelor’s Degree 3+ years experience in Client Services and/or Paraplanning within Financial Services Track r

Excellent opportunity for young professional to grow a rewarding career! Perfect opportunity for someone early in their career with strong organizational and communication skills (written and oral) who has a desire to help and serve others while growing a rewarding career in the wealth management industry with one of our high performing teams as a Client Services Associate (CSA). As a CSA you’ll learn the intricacies of operations while assisting the team’s clients and Executive Vice President in an award-winning culture including #1 Rated Culture for Mid-Size Organizations and Top Workplace award recipient 5 years straight. Join us and you’ll look forward to Monday! Qualifications Prefer college degree with solid tenures and track record that would thrive in an opportunity that blends customer service, administrative skills, and operations. You naturally build strong relationships, are resourceful, highly responsive, detailed, excellent follow-up, and have a passion for serving others

Provide high quality, high touch service to J. P. Morgan Advisors clients across the deposit product offering. Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and proce Client Service, Advisor, Specialist, Associate, Service, Retail, Banking, Client

Req ID: 75874 Location: Dallas -DAL Areas of Interest: Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 04/25/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. Job Description The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokera

Job Summary: J. Patterson Group Inc., is a corporation offering investment guidance to high net worth families, retired financial advisors, and trusts through Momentum Independent Network. Help conduct the fluid operation of a wealth management company. As an employee of J. Patterson Group Inc., you will assist with daily business activities and provide exceptional service to clients. Job Description: Client Services Associate’s responsibilities will change over time as instructed by Investment Adviser Representative to meet the ongoing needs of the company. · Draft and send correspondence to clients and home office. · Document contact with clients. · Be proactive in supporting investment adviser representative with high priority projects. · Provide clients with timely attentive service. · Respond to client requests and provide information as needed. · Update and maintain client management system. · Track and confirm client and investment adviser representative requests have been compl

Job Summary We are seeking a highly organized and client-focused Wealth Management Client Service Associate / Executive Assistant to support our advisory team and ensure seamless client service. This role involves handling client account administration, managing daily operations, and providing executive-level support to senior advisors. The ideal candidate will possess strong attention to detail, excellent communication skills, and the ability to handle multiple priorities in a fast-paced environment. Key Responsibilities Client Service & Account Administration: - Serve as the primary point of contact for clients, responding to inquiries and ensuring an exceptional client experience. - Assist with account opening, transfers, contributions, and distributions, ensuring accuracy and compliance. - Maintain and update client records, account documentation, and financial reports. - Coordinate and prepare materials for client meetings, including reports, presentations, and follow-up communica

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. Our client who is an independent wealth management firm with over $800MM AUM based in Fort Worth, TX is hiring for a Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth management firm. Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide proactive support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Extensive contact with clients to resolve most questions and problems and refer new or unusual issues to a higher level. Essential Duties and Responsibilities: ● Interacts daily on the phone and in person with pro

Job Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team member, detail oriented, strong organizational skills, and a strong customer service mentality. The job responsibilities include execution of service requests, maintenance of portfolio data, client data management in CRM, preparation of custodian and internal paperwork, and an eagerness to go above and beyond. Qualifications The Client Service Associate typically requires: 3-5 years of experience in Financial Services Industry Bachelor’s degree from accredited college or university Proficiency with Microsoft Office Experience with Salesforce is a plus Experience with Orion Portfolio Solutions is a plus Excellent client service skills