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Client Lead – Wealth Tech Startup; Unlimited PTO

Job in Irving, Dallas County, Texas, 75084, USA
Listing for: Farther
Full Time position
Listed on 2026-05-28
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience Lead – Wealth Tech Startup (Unlimited PTO)
A growing wealth management firm in Texas seeks a Client Experience Associate. This role centers around enhancing client service and operational efficiency for financial advisors. Ideal candidates will have 3+ years of experience in the financial services industry, a strong interest in relationship management, and exceptional organizational skills. The position offers competitive compensation, health benefits, and opportunities for growth in a dynamic startup environment.
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