2019-01-03

Service Associate
Job Opportunity at Biter & Associates, LLC

Posted on Jan 3

http://www.biterandassociates.com    469-774-3944

Location: Dallas, TX
Job Type: Full Time
Job ID: W4181403

Job Description Registered Service Associate Dallas, TX

Our client is a growing financial-planning/ investment company in Dallas and is seeking a qualified individual to join their Client Services team.  Experience in wealth management, and investments is a must.

The Service Associate works as a liaison between clients and service providers, and will assist in the development, preparation and maintenance of client investment portfolios. This person is also responsible for creating reports, current portfolio reviews and associated portfolio analysis. The support of firm principals and associates in meeting preparation and client investment planning is key in this role.  This position is very “client facing”, and a great, outgoing personality is key. 

ESSENTIAL FUNCTIONS
  • Communicate with service clients to ensure accurate information is forwarded to appropriate staff/department.
  • Create reports and action plans for producers to ensure effective meetings.
  • Process client paperwork to result in creation of new accounts/funding of investments.
SKILLS & ABILITIES
  • Must possess a Bachelor’s Degree in Finance, Business or related discipline
  • 2 plus years of experience in wealth/investment management
  • Experience with trading platforms is a must. Proficient in Microsoft Office applications, Word, Excel, Power Point and Outlook/email. Experience with CRM (Client Relationship Management) systems is a plus.
  • A Series 7 certification is required in addition to Series 63 and/or Series 66 certification.
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