Client Associate

Company: Westwood Holdings Group Inc
Location: Houston
Posted on: November 23, 2021

Job Description:

WHO WE ARE Westwood Management Corp. is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions. Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients. Westwood has three distinct investment capabilities in U.S. Value Equity, Multi-Asset and Emerging Markets with offices in Dallas, Texas; Boston, Massachusetts; and Toronto, Canada. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients. ABOUT THE ROLE Our Houston location is seeking a Client Service Associate to join our Trust team. In this position, you will assist our Houston Client Advocates and Trust Officers in meeting our clients' needs on a daily basis by providing superior customer support. A DAY IN THE LIFE * Process client distribution requests via check, wire, ACH in TrustDesk on a daily basis * Assist with Client Reporting to include downloading statements and uploading information into client portal * Serve on Trust Review Committee * Maintenance for recurring distributions * Assist in preparation for client events and attend as needed * Process new account set up, incoming transfers, and preparing new account documents * Perform duties such as asset maintenance (pricing, transfers, cost basis adjustments) and general account maintenance * Process closing accounts, outgoing transfers, closing account documents * Provide backup for other Client Service Associates as needed * Provide backup for front desk on occasion WHAT YOU'LL NEED Minimum Education Required: * Bachelor's degree in finance, accounting, or related field Minimum Specific Experience Required: * 1-2 years of experience in a client service organization WHO YOU ARE * The candidate should be organized and have strong analytical skills including a high attention to detail and accuracy. * Strong interpersonal and client service skills are a must. WHAT YOU'LL GET * Competitive Salary, benefits and 401K company match that vests immediately upon participation. * Parental leave & PTO policy. * Collaborative, dynamic work environment within a fast-paced, mission-driven company. PHYSICAL DEMANDS This physical demands required to perform the essential duties successfully are consistent with a professional office environment. TRAVEL This position does not require travel. This job description may be subject to change at any time. WHAT TO EXPECT NEXT We look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview. Westwood is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.

Keywords: Westwood Holdings Group Inc, Houston , Client Associate, Other , Houston, Texas