Client Service Associate - Strive

Strive is a leader in the shareholder-first movement in the UnitedStates, establishing one of the country’s fastest-growing asset managementfirms with over $1.9 billion in assets under management since its founding in2022. Driven by core American values—Excellence, Meritocracy, Innovation, andCapitalism—Strive’s approach resonates strongly with investors and consumersalike.

Following the recent close of a $30 million Series B financinground led by Cantor Fitzgerald, Strive is launching its Wealth Managementdivision. We are looking for mission-aligned, top-tier talent to help buildthis new business and drive our success.

Strive seeks a Client Services Associate to join our team in Dallas, Texas and contribute to the development of a premium wealth management experience. The Client Service Group is dedicated to delivering operational excellence to our clients while supporting Advisors in managing relationships. This role is central to creating a seamless, high-quality service experience that enables advisors to focus on growth.

Responsibilities: 

• Open and close accounts, manage cash flows, oversee client reporting, and respond promptly to client inquiries to ensure a smooth client service experience.
• Use and audit client reporting software, with proficiency in Envestnet Tamarac, to ensure accurate and timely reports.
• Understand asset allocation principles and the investment strategies employed by Strive to better support client and advisor interactions.
• Maintain the Client Relationship Management (CRM) database with accurate client information to facilitate streamlined communication and tracking.
• Create professional presentations and communications tailored to client needs and inquiries.
• Act as the primary contact for client inquiries related to account maintenance, cash management, distributions, and investment reporting, ensuring all requests are handled efficiently.
• Collaborate with Senior Leadership, wealth advisors, financial planners, and internal departments to ensure client requests are executed in line with defined service level agreements.
• Build and maintain strong relationships with custodians, vendors, client contacts, and service providers to enhance client experience and support.
• Ensure regulatory compliance by staying informed on current industry standards and regulations, implementing best practices in all client service activities, and liaising with compliance teams to address any issues.
• Demonstrate a proactive and solution-oriented mindset, especially when dealing with new challenges or unfamiliar software tools

Requirements:

• A Bachelor’s Degree in Business, Finance, Accounting, Economics, or a related field is required.
• At least 2-3 years’ experience working in investment advisory, asset management, or a financial services company.
• Strong verbal and written communication skills with the ability to build and maintain relationships with clients, prospects, and team members.
• Detail-oriented with excellent organizational skills and the ability to prioritize effectively in a dynamic environment.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint), Adobe Acrobat, and DocuSign. Experience with CRM tools (HubSpot) and custodian platforms (particularly Charles Schwab Advisor Center) is a plus. Experience with Envestnet Tamarac is required.

Benefits:

• Competitive compensation package, including a generous initial equity grant
• Health, Vision & Dental Insurance
• 401K plan
• PTO
• & plenty of others!
  
  Strive provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.