Client Services Associate

Employment Type

: Full-Time

Industry

: Retail



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Job Summary

A leading investment management firm in Downtown Austin is looking for a Client Service Associate to join their team. This company values collaboration, hard work and client relationships. They are looking for someone who will proactively engage and establish positive rapport with clients. Someone with extensive administrative experience in the financial services industry will be most successful in this role. This company offers employees professional and personal growth opportunities as well as a competitive salary and full benefits.


Responsibilities:



  • Conduct client onboarding

  • Fulfill client requests and inquires and work with strategic team to implement improvement plans

  • Manage fiduciary issues effectively and calculate advisory expenses

  • Establish strong relationships with clients, team members and partners

  • Coordinate client gifting and other ad-hoc projects


  • Requirements:



  • Bachelor's degree

  • Excellent communication skills

  • Ability to multi-task and collaborate with a team

  • Experience working with complex documentation related to trust administration and fiduciary functions

  • Organized and detail-oriented work style

  • 5+ years of client-facing experience


  • Interviews will be conducted immediately. Please submit your resume for consideration.



    Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

    * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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