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Wealth Management Client Associate — Client Services Lead

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Dormont Manufacturing Co
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Dormont Manufacturing Co is looking for a dedicated individual to provide client service support. This role is crucial for building strong relationships and delivering tailored solutions to assist Financial Advisors and their clients.

The ideal candidate will have advanced knowledge of investment products, a client-centric approach, and strong proficiency in communication and organizational skills. Candidates with a High School Diploma along with experience in client management are encouraged to apply. We support diversity and value different perspectives in our workplace.

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Position Requirements
10+ Years work experience
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