Support AI Analyst
Own and manage AI-powered support tools including chatbots and automation. Requires 1-2 years support operations experience in financial services plus AI tool familiarity.
Client Experience Associate
Supports advisors and clients by managing daily financial operations, processing requests like account openings and transfers, and acting as liaison with custodians. Requires 3+ years in financial services, bachelor's degree, and strong organizational skills.
Irving, TXCustomer SupportOnsite3+ YOE
About the role
Responsibilities
- Act as the key relationship manager for specific advisors and clients
- Support advisors by performing and managing daily tasks for the business and existing clients
- Help advisors execute operational follow-up action items for clients
- Act as a liaison with custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance)
- Identify and escalate issues to the product team to guide roadmap and improve operations and client service
- Establish and maintain positive relationships with advisors, custodians, and third-party vendors to ensure client satisfaction
Requirements
- Bachelor's degree or equivalent experience
- 3+ years of previous work experience in a similar position within the financial services industry
- Strong interest in client service, relationship management, and operational support
- Team player with positive attitude and strong work ethic
- Highly organized with exceptional attention to detail and strong communication skills
- Comfortable in fast-paced environment and handling multiple competing tasks
Nice-to-Haves
- Experience with wealth management operations (e.g., onboarding, ACATs, distributions) with custodians like Charles Schwab, Fidelity, Pershing
- Comprehensive knowledge of the financial industry
- Passion for creating operational efficiencies
Skills
Client Relationship ManagementFinancial OperationsWealth ManagementAcatsAccount OnboardingCustodian LiaisonCharles SchwabFidelityPershingOperational Support
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