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Wealth Client Services Specialist

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Quotient Wealth Partners
Full Time position
Listed on 2025-12-31
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below
A financial advisory firm based in Dallas is seeking a Client Services Specialist (CSS) with at least 2 years of client service experience in financial services. The role focuses on supporting Wealth Advisors by handling account maintenance, providing exceptional customer service, and managing onboarding processes. Ideal candidates will have strong communication skills and proficiency with Salesforce CRM. This is a full-time position based in the company's Dallas headquarters.
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