Senior Client Services Specialist - Wealth Operations

A leading financial advisory firm in Texas is seeking a Senior Client Services Associate to join their dynamic operations team. The successful candidate will manage complex client accounts, coordinate meetings, and provide proactive support to ensure excellent client experiences. Candidates should have a minimum of 3 years in client and financial services, possess strong communication and organizational skills, and be familiar with custodial and CRM platforms.

This is a full-time, in-office position in Richardson, Texas.
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