Wealth Client Services Associate
Southlake, Tarrant County, Texas, 76092, USA
Listed on 2026-10-11
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Finance & Banking
Financial Sales, Wealth Management, Banking & Finance
Baker Avenue in Texas is seeking a Client Service Associate to join a collaborative wealth management team, supporting prospects, clients, and partners with precision and care.
The role emphasizes partnering with Wealth Advisory and Operations, managing client onboarding, documentation, and ongoing account maintenance while delivering exceptional service in a high-net-worth environment.
This role, Wealth Client Services Associate — Hybrid Role at Baker Avenue, could be your next career step.
This posting is for the Wealth Client Services Associate — Hybrid Role role at Baker Avenue, based in Southlake, TX, United States.
We are looking to fill the Wealth Client Services Associate — Hybrid Role position at Baker Avenue in Southlake, TX, United States.
The Wealth Client Services Associate — Hybrid Role role at Baker Avenue is now open for applications in Southlake, TX, United States.
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