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Senior Client Services Associate - Wealth Management

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Financial Consultant, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors daily. The ideal candidate will have strong interpersonal skills, be detail-oriented, and possess advanced Microsoft Office skills. Responsibilities include managing client relationships, executing transactions, and answering inquiries. A High School Diploma is required, while industry experience and active financial licenses are preferred.

This position offers growth opportunities within a diverse and inclusive workplace.
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Position Requirements
10+ Years work experience
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