Senior Client Associate

Harrell Investment Partners in Austin, TX

  • Industry: Financial Services - Banking/Investment/Finance - Banker/Loan Officer
  • Type: Full Time
  • Compensation: $86,460.00 - 160,160.00 / Year*
position filled
Located in private office space in Rosedale just a few miles north of downtown, we serve a sophisticated and growing client base. Harrell Investment Partners offers the opportunity to work in a dynamic and challenging environment positioning the candidate for continued professional growth and impact. Enhance the elite client experience through a superior level of customer service. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Posses an unquestionable sense of urgency and ownership of client service requests and inquiries. General Job Description: Job Summary : Harrell Investment Partners, LLC is seeking a full-time experienced Client Associate who is committed to providing a personalized and premiere level of service to our current and prospective clients. The candidate will build and maintain a good rapport and professional relationship with clients with a distinct commitment to client retention and superior customer service. The candidate for this position should possess extraordinary organizational skills, be able to manage time efficiently, effectively resolve problems, and work collaboratively with team members to improve internal business practices. Attention to detail is imperative as well as the ability to multi-task in a fast-paced, dynamic work environment. Essential Duties and Responsibilities* : Client Management Regular interaction on the phone and in person with existing and prospective clients, handling service needs and inquiries. Maintain client information and review client account activity to ensure overall accuracy; follow up on client documentation for proper maintenance of accounts. Manage account opening process ensuring required paperwork is current with firm, custodian, and industry requirements, rules, and regulations. Project Management Create customized reports and presentations using a variety software programs. Manage portfolio trading process, update portfolio models, and enter discretionary trades Office Management Process client check deposits. Manage schedules for financial advisors Manage office supply & equipment inventory Assist team with technical support issues *The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Associated topics: banking product, collection analyst, counselor, customer, loan, loan officer, loan underwriter, mortgage originator, mortgage servicing officer, mortgage underwriter

* Estimated salary

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