Wealth Client Experience Associate - Hybrid
Listed on 2026-10-06
-
Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Baker Avenue Wealth Management seeks a Client Service Associate to support prospects, clients, and partners within a collaborative team. You will assist with onboarding, documentation, and ongoing client servicing while coordinating with multiple internal teams.
The role is hybrid with in-office presence Monday-Wednesday, focusing on delivering a superior client experience and maintaining accurate client data and processes.
Join us at Talentify as our next Wealth Client Experience Associate
- Hybrid in Southlake, TX, United States.
This is a great position to take on the Wealth Client Experience Associate
- Hybrid role at Talentify.
As a Wealth Client Experience Associate
- Hybrid, you will play an important part at Talentify in Southlake, TX, United States.
We invite applications for the Wealth Client Experience Associate
- Hybrid position located in Southlake, TX, United States.
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