Client Service Associate

Location: Dallas, TX
Job Code: 204
# of Openings: 1



Job Title:   Client Service Associate

  Duties and Responsibilities:

·         Assist in the client onboarding process and ongoing data maintenance by collecting and organizing the incoming client information and documents

·         Act as first point of contact with clients and outside advisors regarding day to day and operational client matters

·         Coordinate information requests for investments and other business activities with client, client assistants and other outside advisors

·         Maintain client files and records, including scanning of mail and updating CRM system (contact information, non-financial assets, etc.)

·         Coordinate with back office to create and track receipt of various paperwork for client signature (financial management agreements, letters of authorization, account paperwork, tax documents and returns, etc.)

§  Banking and investment account transactions

§  Cash movement (domestic, international) – checks, wires, journals, ACH

§  Manage check deposit procedures

§  Cash management to ensure funds availability for fees, invoices, investment capital calls and other recurring transactions

§  Quarterly income tax payments and real estate tax payments

·         Research and answer client questions related to investment account activity, balances, and other miscellaneous requests


Minimum Position Requirements:

·         Strong interpersonal, organizational and communication skills, and initiative

·         Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel and PowerPoint), Internet applications

·         Ability to maintain extreme confidentiality in dealing with client matters

·         Attention to detail and organizational skill must be a strength

·         Must consent to and have favorable consumer report, background check and drug/alcohol test


Other Essential Candidate Traits:

·         Extensive experience with Salesforce or other CRM system highly preferred

·         General knowledge and understanding of private client/personal financial services industry preferred

·         Familiarization with entity structures (trusts, partnerships, corporations, etc.)

·         Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them

·         Willingness to learn, expand responsibility



We are a private, multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide help simplify our clients’ financial needs and express their family values. Our team is made up of self-starters who enjoy a workplace that’s collaborative and engaging. Together, we foster a culture that embraces teamwork, creativity, fun and excellence. Interested in working with us? We’re looking for talented individuals to help us sustain our passionate and purposeful approach.



  No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity.  Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.



Tolleson Wealth Management will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Tolleson Wealth Management is an Equal Opportunity Employer

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