Private Client Associate
OM5 Dallas/MRINetwork (Dallas, Texas)

Would you enjoy a team environment that encourages you to grow?

Do you want an employer that respects and values you and your work?

If so, we have the place for you!

This leading research and investment management firm is seeking a professional, intelligent Private Client Associate to take part in their success.  They set the bar high, because they aim to be the “best of the best”; therefore the successful candidate will gain insight to the industry and be surrounded by individuals of their caliber.  With the motivation and admiration offered to each of its employees, this company urges each person to reach their highest potential both personally and professionally.  Don’t hesitate to take advantage of this outstanding opportunity.

As a Private Client Associate in this dynamic culture, responsibilities include, but are not limited to:

²     Heavy client interaction and problem solving

²     Client servicing, including strategies, research, company information and special projects

²     Perform analytical work with portfolios, spreadsheets, presentations and tax

²     General office administrative duties, including correspondence, database management, schedules, filing, reports and phone coverage

Interested?  Consideration requirement are as follows:

²     Working knowledge of various financial concepts

²     Proficient in Word and Excel

²     PowerPoint, Adobe Acrobat and Outlook is desirable, but not necessary for consideration

²     Ability to organize and multi-task

²     Strong written and verbal communication, as well as interpersonal skills

²     Characteristically energetic, bright, ambitious and flexible

In addition to this friendly environment and exceptional growth opportunities, benefits include:

²     Medical, dental and vision

²     Paid overtime

²     Performance-based bonus

²     Additional commissions from assets

If you are ready to take your career to the next level and this exciting opportunity to join a successful, inviting company sounds like a potential fit for you, please contact us today for immediate confidential consideration.

OM5 DALLAS:  A RELATIONSHIP FOR SUCCESS

When you interview for an OM5 DALLAS represented position you are not just another candidate, you are a client, too.  You see at OM5 DALLAS we have become one of the fastest growing firms because of our focus on developing deep relationships with the candidates with whom we interact.  After all, our business is predicated on identifying a position where you will excel.  To be effective in our role, we need to understand your skills, requirements, personality, and what drives you.  By doing so, we can identify an opportunity that is more than just a job; it’s a fulfilling position that is both financially and emotionally rewarding.  Now isn’t that a refreshing idea?  Apply now, your life is waiting.