Client Services Associate
Client Services Associate - Dallas, Texas
A Real Estate Private Equity firm based in Dallas, Texas is looking to bring on a Client Services Associate to their growing team. As a part of the Client Services team, you'll take on diverse responsibilities such as data entry, workflow coordination, and document management. You'll also play a key role in supporting compliance, sales, and operational processes, while engaging directly with investors via email, phone, and in-person events.
The Client Services Associate will be responsible for:
- Manage documentation and filing of investor onboarding materials
- Maintain and update investor database information, logging key data points for cross-functional use
- Oversee data entry into the firm's CRM system, file storage platforms, and spreadsheets
- Finalize and distribute closing documentation to investors following new acquisitions
- Communicate with investors and third parties, including IRA custodians, to facilitate investment processes
- Prepare investment summaries and highlights for relationship representatives
- Administer and manage databases, including the investor portal and deal flow tracking tools
- Serve as a liaison between investors and the Investments Team, fielding inquiries and providing updates
The Client Services Associate should have:
- Bachelor's degree in Business, Finance, Marketing, Communications, or a related field (completed by start date)
- Minimum 3.5 cumulative GPA
- At least 2 years of professional work experience
- Intermediate proficiency in Excel
- Proficient in Microsoft Word, Outlook, Adobe, and Google Sheets
- Solid understanding of finance fundamentals
- Strong written and verbal communication skills, with the ability to summarize findings and present well-supported arguments
- Ability to perform under pressure and meet tight deadlines with accuracy and attention to detail
- Strong critical thinking, quantitative, and analytical skills
- Self-starter with the ability to take initiative and work independently
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.Â
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.Â
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.