Position Summary:

The Operations/Client Service Associate will be responsible for delivering exceptional service to high-profile wealth management firms and their customers. The successful candidate will coordinate, support, and execute operational activities across various channels and must demonstrate a high standard of professionalism, accuracy, efficiency, and strong attention to detail.

Primary Responsibilities:

Daily communication with advisors, custodians, and various vendors
Support advisors by providing accurate, timely, and efficient responses to inquiries and requests through our back-office workflow system
Coordinate workflows with multiple service teams to ensure seamless flow of processes
Account service including coordination of account paperwork, money movement, fund transfers as well as general service tasks for firm advisors
Monitor account notifications with custodian and work to find solutions to issues
Helping to ensure regulatory compliance by executing the firm’s compliance program
Manage assigned projects to completion while coordinating firm resources where required

Qualifications:

Excellent written and verbal communication skills with strong interpersonal skills
Detail-oriented with strong organizational skills and the ability to multi-task with minimal supervision
Capacity to respond appropriately to clients and escalate issues to management as necessary
Ability to apply problem-solving skills to complete tasks
Must work well in a team environment with a positive attitude
Prior experience supporting financial service, legal, or consulting teams
Strong working knowledge of a variety of computer systems and common applications like Microsoft Word and Excel
Prior experience working with Schwab Advisor Services is a plus

Working Location:

The position is based in Dallas, TX
In office position

Please send your resume and optional cover letter to todd@synergy-am.com

Synergy Asset Management, LLC

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