Wealth Management Client Services Specialist
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-17
Listing for:
Third Act Wealth Management, LLC
Full Time
position Listed on 2026-08-17
Job specializations:
-
Business
CRM Systems & Management, Office Administrator/ Coordinator
Job Description & How to Apply Below
Third Act Wealth Management, LLC is seeking a Client Service Associate to act as the operational backbone of the firm, handling account operations, CRM, correspondence, and daily workflow for a growing practice. You will support advisors by ensuring accuracy, timeliness, and a polished client experience.
The role emphasizes proactive service, discretion with confidential information, and a warm, professional communication style. Growth opportunities align with the firm’s scale and client needs.
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