Service Advisor

Description:

This position is critical in delivering exceptional service to our high-net-worth families and ensuring the seamless execution of our family office services. The ideal candidate will be passionate about building relationships and thrive in a team-oriented environment while maintaining client confidentiality and upholding the highest standards of integrity.

KEY RESPONSIBILITIES

• Act as point of contact for Client or Client Advisor inquiries and requests
• Deliver exceptional, personalized service to clients, ensuring their account management and financial transactions are handled with accuracy and timeliness
• Collaborate with Client Advisors, Investment Advisors, and other team members to fulfill each family’s unique needs and objectives
• Ensure confidentiality, accuracy, and organization of all client information, adhering to compliance regulations
• Perform daily activities including money movements, transfers, new client onboarding, and account opening with accuracy and attention to detail
• Provide proactive communication to team members and identify opportunities to improve client service and operational efficiency
• Proactively identify, investigate, and resolve client issues while maintaining client communication

QUALIFICATIONS

• Proven experience as a Service Advisor or in a similar role within a wealth management or financial services firm (5+ years of experience required)
• Undergraduate degree required
• Experience with Schwab services or similar platforms is highly preferred
• Excellent communication skills, both verbal and written, with a keen attention to detail
• Self-starter with a passion for serving others while delivering concierge-level client service
• Event or marketing experience is a valuable addition
• In-office presence required in Dallas