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Wealth Management Financial Advisor

Client Operations Specialist - Wealth Management

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Tolleson Wealth Management
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A wealth management firm located in Dallas, Texas, seeks an experienced professional for client investment account administration and maintenance. The ideal candidate will have at least 2 years of experience in wealth or trust operations, strong organizational skills, and proficiency in MS Office. Responsibilities include managing account transactions and collaborating with client advisory teams to provide exceptional operational services.
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