Associate, Client Service

ALM First

Associate, Client Service managing client relations and support in a hybrid role at non-core investment services firm. Collaborating with teams to ensure a high-quality client experience.

Posted 5/8/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Support client onboarding and ongoing service activities, including documentation, data collection, and coordination with internal teams.
Work with investment data across fixed income and equity strategies—including analytics, returns, portfolio characteristics, and insurance‑related structures—to support the preparation of client and prospect materials.
Prepare, customize, and distribute recurring and ad hoc client reports, performance materials, and presentation decks.
Assist with the creation and maintenance of sales and business development materials, including pitchbooks, proposal content, fact sheets, educational presentations, and client‑ready presentations.
Maintain and update internal templates, reports, and standard materials to ensure accuracy, consistency, and alignment with branding and compliance standards.
Coordinate with internal teams (including investment management, operations, analytics, marketing, and compliance) to ensure accuracy, consistency, and timely delivery of client and sales‑related deliverables.
Support client meetings, calls, presentations, webinars, and prospect interactions, including preparation and presentation of materials and follow‑up items.
Track service requests, deadlines, and action items to ensure service standards and business development timelines are met.
Maintain internal records, CRM updates, and required documentation in accordance with firm policies.
Contribute to process improvements, service efficiencies, and enhancements to internal workflows and resources.

Requirements

What you’ll need

Bachelor’s degree in finance, economics, business, or a related field preferred; or an equivalent combination of education and experience.
Zero (0) to three (3) years of experience in financial services, client service, or sales support.
Interest in investments, portfolio management, or financial institutions.
Familiarity with investment products, client reporting, or sales support materials is a plus.
Knowledge of credit union or bank investment regulations is helpful but not required.
Strong attention to detail with the ability to produce polished, accurate, and client‑ready materials.
Excellent organizational and time‑management skills, with the ability to manage multiple tasks and deadlines.
Clear written and verbal communication skills.
Strong interpersonal skills and comfort interacting with clients and internal stakeholders.
Ability to lead through influence and collaboration rather than direct authority.
Ability to collaborate across functional teams in a fast‑paced environment.
Proficiency in Microsoft Office (PowerPoint, Excel, Word); familiarity with CRM or reporting tools is a plus.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data collectionclient reportingportfolio managementinvestment analyticsperformance materialssales supportprocess improvementsfinancial servicesattention to detailtime management

Soft Skills

organizational skillscommunication skillsinterpersonal skillscollaborationleadership through influenceability to manage multiple tasksclient interactionpresentation skillsservice efficiencyworkflow enhancement