Hodges Capital Management is dedicated to providing exceptional asset management services by fully investing in our clients and our employees. Hodges Capital, and its affiliated Broker-Dealer, First Dallas Securities, has been helping clients meet their financial goals since 1989. We are a boutique investment management firm that manages four public mutual funds, offers investment management services for our direct and sub-advised clients, and provides discretionary and non-discretionary brokerage accounts for investors across the country. We offer our employees the opportunity to grow personally and professionally, to directly contribute to (and impact) the success of a dynamic organization, and to serve others in a manner that exceeds their expectations.

We are growing! Come grow with us!

Position Description

Hodges Capital Management (HCM) is seeking an experienced Client Services Associate to join our firm and help service and continue to grow our client base. As a Client Services Associate, you will work side by side with a team of experienced professionals, portfolio managers, and other investment advisors to help clients meet their financial goals.

The Client Services Associate will be responsible for providing administrative and operational support to investment advisors in a fast-paced investment advisory office. The ideal candidate might be someone who has earned their securities licenses, has spent at least a few years in the industry, and is looking to continue to advance their career. At HCM, you can grow in an environment where you can learn new skills, help people, and make a significant contribution to the team.

The Client Services Associate will assist the team in many areas of our investment advisory practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.

Responsibilities

Assist investment advisors with daily activities, including maintaining calendars, preparing correspondence, and providing excellent customer service
Interact with clients in person and over the phone
Prepare and review new account paperwork
Facilitate and resolve client service requests
Apply a working knowledge of operations/client-service processes
Work independently, effectively, and efficiently
Ensure paperwork is prepared and provided for all client meetings
Manage confidential and/or sensitive information responsibly
Maintain admin functions of the office such as office supplies and mail
Perform other duties as assigned.

Required Experience/Skills

Series 7, Series 66, (or able to obtain with 90 days of hire)
At least three (3) years of financial services experience
Detail oriented and able to work in a fast-paced environment
Committed to providing exceptional customer service
High degree of comfort managing multiple tasks simultaneously
Strong character and a positive attitude
Ability to effectively prioritize workload and meet deadlines
Proficient with Microsoft Office—especially Excel
Experience with CRM systems
Excellent written/oral communication skills

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Client Services Associate