Strata Wealth Advisors LLC
Strata Wealth Advisors is an independent wealth management firm located in Dallas, Texas, that specializes in navigating the many layers of financial complexity faced by affluent individuals and families. Our advisors create highly organized, customized financial plans and ensure each plan is implemented fully and accurately.
Overview
We are seeking a skilled and
experienced Client Service Associate
to join our growing team. This is not an entry-level role. We are looking for a professional with a proven background in financial services client support. The ideal candidate is positive and approachable, passionate about client service, an effective communicator, meticulous, reliable, proactive, and highly organized. Responsibilities
Manage account onboarding, including applications, transfers, money movement, and ongoing maintenance Coordinate with custodians, internal teams, and clients to resolve service requests accurately and efficiently Maintain workflows and activities in the CRM to ensure timely, accurate completion Organize and update client documentation and files Prepare forms, financial plans, and presentation materials for advisors Contribute to operations projects and process improvements Provide backup support for phone communications and scheduling when needed Partner with the Director of Operations to uphold compliance standards Qualifications
Proficient in Microsoft Office Strong verbal and written communication skills Highly organized with strong attention to detail High standards of professionalism, ethics, and integrity Always learning and seeking out self-improvement opportunities Bachelors Degree or relevant work experience in the financial services industry Minimum 2+ years of experience in a client service role within RIA, financial advisory, or brokerage environment Experience with Redtail CRM or other industry CRM Experience with Fidelity Wealthscape or other custodial platforms Experience with Orion or other similar portfolio reporting platforms Why Strata Wealth Advisors?
We believe people are the foundation of our success. We invest in our team with competitive compensation, benefits, and a collaborative culture: Competitive base salary (commensurate with experience) Quarterly cash bonus program Medical, dental, and vision insurance Short- and long-term disability coverage Health Savings Account (HSA) with employer contributions 401(k) with 5% employer match 20 days PTO + 12 paid holidays, plus volunteer time off and parental leave Continuing education and tuition reimbursement (with approval) Flexibility with remote work opportunities Supportive team culture built on Stratas core values How to apply
To apply, please click "Easy Apply" as well as email your resume to
careers@stratawealth.com . Subject line should include "First Name Last Name Client Services Associate." #J-18808-Ljbffr
We are seeking a skilled and
experienced Client Service Associate
to join our growing team. This is not an entry-level role. We are looking for a professional with a proven background in financial services client support. The ideal candidate is positive and approachable, passionate about client service, an effective communicator, meticulous, reliable, proactive, and highly organized. Responsibilities
Manage account onboarding, including applications, transfers, money movement, and ongoing maintenance Coordinate with custodians, internal teams, and clients to resolve service requests accurately and efficiently Maintain workflows and activities in the CRM to ensure timely, accurate completion Organize and update client documentation and files Prepare forms, financial plans, and presentation materials for advisors Contribute to operations projects and process improvements Provide backup support for phone communications and scheduling when needed Partner with the Director of Operations to uphold compliance standards Qualifications
Proficient in Microsoft Office Strong verbal and written communication skills Highly organized with strong attention to detail High standards of professionalism, ethics, and integrity Always learning and seeking out self-improvement opportunities Bachelors Degree or relevant work experience in the financial services industry Minimum 2+ years of experience in a client service role within RIA, financial advisory, or brokerage environment Experience with Redtail CRM or other industry CRM Experience with Fidelity Wealthscape or other custodial platforms Experience with Orion or other similar portfolio reporting platforms Why Strata Wealth Advisors?
We believe people are the foundation of our success. We invest in our team with competitive compensation, benefits, and a collaborative culture: Competitive base salary (commensurate with experience) Quarterly cash bonus program Medical, dental, and vision insurance Short- and long-term disability coverage Health Savings Account (HSA) with employer contributions 401(k) with 5% employer match 20 days PTO + 12 paid holidays, plus volunteer time off and parental leave Continuing education and tuition reimbursement (with approval) Flexibility with remote work opportunities Supportive team culture built on Stratas core values How to apply
To apply, please click "Easy Apply" as well as email your resume to
careers@stratawealth.com . Subject line should include "First Name Last Name Client Services Associate." #J-18808-Ljbffr