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Wealth Ops & Client Experience Associate; Dallas Hybrid

Job in Irving, Dallas County, Texas, 75084, USA
Listing for: Cardata
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
    Banking & Finance, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Ops & Client Experience Associate (Dallas Hybrid)
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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