Patrick Venegas
Dallas
Summary
Results-oriented professional with the last five years of experience in wealth management as a client service associate. Proven track record in delivering exceptional customer service and fostering long-term client relationships. Recognized for excellence in operations and quality assurance while collaborating effectively with affluent clients and advisors.
Overview
6
6
years of professional experience
Work History
Sr. Client Service Associate
Castleview Partners
03.2024 - Current
- Assist advisors with client account management and documentation processes.
- Facilitated onboarding of new clients and transfers for 70–80 financial advisors across custodians including Schwab, AXOS, and Fidelity.
- Process account transactions including asset transfers (ACAT/Non-ACAT), money movement, and maintenance with a focus on timeliness and accuracy.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
Client Service Associate
Beacon Pointe Advisors
12.2022 - 11.2023
- Serve as a key liaison for high-net-worth clients, delivering white-glove service in onboarding, account management, and ongoing operational support leveraging CRM (Salesforce).
- Addressed money movement inquiries with efficiency, enhancing overall client satisfaction.
- Prepare client reports, review statements, and assist with meeting preparation, ensuring a high level of professionalism and attention to detail.
Client Service Associate
Goldman Sachs Personal Financial Management
08.2021 - 08.2022
- Demonstrated strong communication skills while prioritizing daily tasks to enhance efficiency utilizing CRM (Salesforce).
- Prepared custodian paperwork for Schwab, TD Ameritrade, and Fidelity, ensuring advisor preparedness for meetings.
- Generated documentation for Proposed Model Allocations to support client investment strategies.
Cash Management Rep. & New Accounts Processor
TD Ameritrade
02.2020 - 11.2020
- Examined and managed distributions, transfers, and cash movements in accordance with industry regulations.
- Resolved discrepancies and followed up on transactions to ensure timely processing.
- Analyzed and processed client and business partner paperwork via email regarding account opening.
- Documented client approvals or pending issues related to KYC regulations.
Education
Bachelor of Science - Psychology and Mathematics
University of Texas At El Paso
El Paso, TXSkills
- High-net-worth client support
- Client onboarding & account maintenance
- Relationship management
- Financial account operations (IRAs, brokerage, managed accounts)
- Wealth management platforms (eg, Salesforce, Envestnet, Tamarac)
- Custodial platforms (Schwab, Fidelity, AXOS)
- Time management & prioritization
- Data accuracy & attention to detail
Timeline
Sr. Client Service Associate
Castleview Partners
03.2024 - Current
Client Service Associate
Beacon Pointe Advisors
12.2022 - 11.2023
Client Service Associate
Goldman Sachs Personal Financial Management
08.2021 - 08.2022
Cash Management Rep. & New Accounts Processor
TD Ameritrade
02.2020 - 11.2020
Bachelor of Science - Psychology and Mathematics
University of Texas At El Paso
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