Client Service Specialist at Tolleson Wealth Management

Asheville, North Carolina, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

Embody Modera’s core values: Confident Humility (team player, willing to do whatever it takes, pragmatic optimism), Contagious Growth Mindset (continuous learner, intellectual curiosity, strives for excellence, inspires others), Trusted Relationships (supportive, authentic, mutual respect for colleagues)
Commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging
Extremely organized with excellent attention to detail
Capable of prioritizing and managing multiple tasks concurrently
Thrives in an environment focused on creative problem solving
Engaging and charismatic communicator
Passion for excellent service
Self-starter
Minimum associate degree
Minimum of 3+ years of experience in a registered investment advisory firm or financial services field
Intermediate finance and custodian knowledge
Proficiency with Word, Excel, and Outlook
Excellent written and verbal communication skills
Highly professional team player, able to work well with all levels of the firm and clients
Adaptability and flexibility; ability to work under pressure and beyond standard hours during busy periods to meet tight deadlines
Organized, meticulous, dependable, adaptable, detailed, service-oriented, and able to multitask
Personable, warm, engaging; client-first attitude; supports a team environment
Strong sense of professionalism and discretion
Occasional travel may be required

Responsibilities

Provide comprehensive client service for the firm’s clients and support for Lead and Support Advisors, including corresponding with clients (electronically and verbally), account management (opening and transferring accounts), processing check requests, money transfers, drafting letters of instruction, liaising with custodians, accountants, and other professionals
Ensure accuracy and timeliness of work, including documenting, completing, and tracking completion of client-related tasks and properly updating system software with client and other related information
Initiate workflow processes and ensure checklists are generated and completed for meetings, including onboardings, comprehensive reviews, discovery meetings, terminations
Prepare for client meetings, including generating reports and any other documents the Lead Advisor may need; may attend client meetings in a technical, supporting, or learning role
Monitor client account activity, research and resolve issues, and follow-through to ensure client’s needs are met
Update and maintain Service Team training guides as necessary
Organize, scan, and maintain all client paperwork
Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings
Multi-task, organize, and complete all other projects as assigned by management; prioritize projects, client needs, and office procedures
Consistently maintain a high standard of customer service
Preserve client confidentiality

Skills

Client Service

Account Management

Money Transfers

Check Requests

Client Onboarding

Custodian Liaison

Task Tracking

Workflow Management

Document Drafting

Communication

Tolleson Wealth Management

Multi-family office providing wealth management services

About Tolleson Wealth Management

Tolleson Wealth Management provides a variety of wealth management services tailored for affluent families. Their offerings include investment management, trustee services, philanthropy, and private banking, all designed to simplify the financial lives of their clients while aligning with their family values. The company fosters a collaborative work environment where team members are encouraged to support each other and focus on the well-being of both clients and colleagues. Unlike many other wealth management firms, Tolleson emphasizes a personalized approach, serving a select group of clients to ensure dedicated attention and service. The goal of Tolleson Wealth Management is to enhance the financial well-being of their clients and create lasting relationships built on trust and shared values.

Dallas, TexasHeadquarters

2000Year Founded

VENTURE_UNKNOWNCompany Stage

Social Impact, Financial ServicesIndustries

201-500Employees

Risks

Robo-advisors pose a threat with low-cost solutions for tech-savvy clients.

ESG investing trends may pressure Tolleson to adapt its strategies.

Regulatory scrutiny could impact Tolleson's operations and fiduciary responsibilities.

Differentiation

Tolleson offers bespoke wealth management services tailored to high-net-worth families.

The firm emphasizes philanthropy, aligning with clients' family values and community engagement.

Tolleson integrates technology in wealth management, winning awards for innovation.

Upsides

Tolleson's investment in Alphabet Inc. showcases strategic growth in tech sectors.

Recognition as a top wealth manager enhances Tolleson's industry reputation.

Community partnerships and philanthropy strengthen client relationships and brand image.

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