Client Relationship & Onboarding Specialist
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Business
Client Relationship Management, CRM Systems & Management
Job Description & How to Apply Below
Jobtailor in Dallas is seeking a Client Services professional to support Wealth Managers with onboarding and ongoing client relationships. You will coordinate inquiries, prepare signing materials, and ensure accurate documentation within the CRM and custodial data systems.
The role emphasizes strong communication, attention to detail, and the ability to manage multiple priorities in a fast-paced financial services environment.
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