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Wealth Ops & Client Experience Associate; Dallas Hybrid
Job in
Irving, Dallas County, Texas, 75084, USA
Listed on 2026-06-06
Listing for:
Cardata
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Banking & Finance, Wealth Management
Job Description & How to Apply Below
Cardata is looking for a Client Experience Associate in Irving, Texas, to provide exceptional service within their hybrid office environment. The role involves acting as a key relationship manager, supporting advisors in daily tasks, and liaising with custodians for financial operations. Ideal candidates will have a Bachelor’s degree, at least two years of relevant experience, and a strong interest in client service and relationship management.
The position offers opportunities to impact the wealth management industry significantly.
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Position Requirements
10+ Years
work experience
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