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Wealth Client Services Associate - Hybrid

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Focus Financial Consultants
Full Time position
Listed on 2026-08-11
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

Prairie Capital, part of Focus Financial Partners, seeks a highly motivated Client Service Associate to support advisors and serve sophisticated clients with investment analysis, wealth transfer planning, and family office administration. You will help with day-to-day client service, prepare materials, and maintain accurate records in a collaborative, confidential environment.

The ideal candidate has a strong attention to detail, excellent written and verbal communication skills, and a proactive

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Position Requirements
10+ Years work experience
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