Client Account Associate

Constellation Advisers Dallas , TX 75202

Posted 2 weeks ago

Title: Client Account Associate

Location: Open to Dallas, TX, New York, NY, or Cary, NC

Company Overview: 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

Why Constellation: 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.

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 and ensure onboarding paperwork is successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to the client and enter into CRM
  • Work in step with the Project Manager to ensure all onboardings are completed
  • Prepare and summarize client meetings by scheduling and confirming meetings, enter data into CRM, create the agenda and summary of meetings
  • Participating in ongoing platform reviews and design initiatives
  • Complete additional special projects as needed

Key Skills

  • Experience with a wide range of technology and office suites preferred
  • Ability to work both independently and as a team player
  • Excellent communication skills, both written and oral
  • Ability to multi-task and manage priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Exceptional problem-solving skills
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
  • Ability to learn proprietary software and database


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


  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Unlimited Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
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Client Account Associate

Constellation Advisers