Senior Client Service Associate

WPA Family Office & Private Wealth LLC is an independent boutique firm founded by wealth advisors with over 25 years of industry experience. We specialize in simplifying the financial lives of high net-worth clients through personalized and comprehensive family office solutions. Our approach ensures tailored financial strategies to meet the unique needs of each client, delivering exceptional care and meticulous attention to detail.

This is a full-time hybrid role for a Senior Client Service Associate located in the Dallas-Fort Worth Metroplex, with some limited work from home acceptable via laptop. The CSA will help assist the firm's Advisors on varioius office tasks, administrative functions, investments and financial planning services to high net-worth clients. Daily tasks include operational activities in the Charles Schwab custodial system, as well as assisting the advisor to help run financial plans, conducting retirement planning, and other tasks to help the team, typically done in one of the firm's Fin Tech software applications.

The role involves general office work and tasks, and heavy operational work within Schwab, as well as running reporting in Advyzon.

• Skills in Financial Planning and Personal Financial Planning - OPTIONAL
• Basic knowledge in areas of Finance and Retirement Planning
• Operational skillset within Schwab as well as reporting in Advyzon - CAN BE TRAINED
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Client facing administrators work is a PLUS
• Bachelor's degree in Finance, Economics, or related field is a PLUS

• Entry level

• Full-time
• Investment Management

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