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Wealth Client Service Specialist

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2026-03-06
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 58000 - 68000 USD Yearly USD 58000.00 68000.00 YEAR
Job Description & How to Apply Below
A prominent financial services firm in Dallas is seeking a Client Service Specialist to provide exceptional service to advisors and clients. This role requires strong communication skills, problem-solving abilities, and familiarity with back-office processes. The Specialist will manage client requests, collaborate with internal teams, and utilize Salesforce for tracking. The hybrid work model allows flexibility, with 3 days in office and 2 days remote.

The base pay range is $58,000-$68,000 annually, plus benefits.
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