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Client Service Lead - Financial Advisory
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-04
Listing for:
Bluespring Wealth Partners, LLC
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Dallas is seeking a Senior Client Service Associate to enhance client servicing and provide support to top executives. This role requires over 5 years of experience in client services and the financial advisory industry, alongside strong communication and organizational skills. Candidates should be proficient in MS Outlook, MS Excel, and MS Word. Join a collaborative team committed to empowering clients in their financial decisions.
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