Dallas, United States

Client Account Associate

Full-time / part-time
Not Applicable
North Stemmons Freeway
United States

Job description

Opportunity: A fast-growing boutique financial service consulting firm seeks an experienced professional with a can-do spirit and a relentless drive to succeed for their team. This position provides opportunities for the development of high levels of expertise and independent work. The position allows for creative thinking of new ideas, systems, or plans, and innovative problem solving. Employees seeking to gain industry experience from a wide range of client exposure, take ownership of projects and tasks, work in a fast paced and ever-changing environment will excel in this role.

Key Components: The Client Account Associate will be instrumental in onboarding all new clients and working with other cross-functional teams to ensure that each project is appropriately staffed. From the completion of the sale to the final execution, this person will ensure a smooth client experience by preparing all materials needed for onboarding and communication with each team involved. Utilizing staffing metrics and data, each project will be sourced appropriately by the Associate to ensure workload distribution is appropriate.

• Prepare all on boarding materials, this will include agendas, contact lists and request lists etc.
• Work in step with the Project Manager to ensure all onboardings are completed
• Coordinate calls, meetings and on-site visits as necessary
• Complete additional special projects as needed


Successful candidates will have many, if not all, of the attributes below:

• A Bachelor's degree, preferably in Business Administration
• 1-3 years of relevant experience
• Proficiency in all Microsoft office products
• Detail and task oriented
• Strong ability to follow through and review information for accuracy
• CRM Experience a plus
• Strong Excel experience preferred
• Experience writing/reviewing sales proposals and/or business documents
• Excellent communication skills
• Flexibility to multi-task and to perform a wide range of activities while being self-directed, self-motivated, and self-managed, even when operating outside of core focus
• Team player with a relationship focused personality and outstanding interpersonal skills
• Collaborative team player and strong desire to achieve results while respecting the company's core values framework

Additional information

All your information will be kept confidential according to EEO guidelines.

Company description

Constellation Advisers is a premier investment management consultancy with a boutique firm approach. Drawing from decades of experience in investment management and financial services, our consultants provide expert advice and value-added service to a range of traditional and alternative investment management firms, their investors, and their service providers, including hedge funds, mutual funds, fund of funds, private wealth management firms, private equity and venture capital funds, global asset managers, foundations, fund administrators, prime brokers, and dispute litigators. Please see our website at https://www.constellationadvisers.com/

Since it was founded in 2008, Constellation has built an unparalleled reputation as a leading service provider to the investment management industry. This is entirely a result of its people. The investment in our employees begins on day one with onsite training while working alongside senior executives in high growth industries. Beginning at the Associate level, our professionals are exposed to a wide array of investment management structures and strategies including hedge funds, private equity, energy, debt, crypto asset, real estate, venture capital, and many more. The day to day variance keeps our people engaged and at the forefront of the industry. Our teams work in a collaborative environment across service lines to gain insight into Accounting and Finance, Middle Office and Operations, and Regulatory and Compliance. Constellation is expanding across the country and worldwide as we continue to open new offices and grow our client base. Join our team today and develop experience that will last you a lifetime.

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