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Client Concierge Advisor — Hybrid, Unlimited PTO
Job in
Irving, Dallas County, Texas, 75084, USA
Listed on 2025-12-31
Listing for:
Farther
Full Time
position Listed on 2025-12-31
Job specializations:
-
Sales
Client Relationship Manager
Job Description & How to Apply Below
A rapidly growing wealth management firm in Texas is seeking a Client Experience Associate to connect potential clients with advisors. The role requires 2+ years of sales experience, exceptional communication skills, and a self-motivated attitude. As the first point of contact, you will qualify leads and manage outreach, ensuring effective client engagement. This hybrid position offers career growth opportunities, competitive compensation, and comprehensive benefits including health coverage and unlimited PTO.
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