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Client Relationship Manager Customer Service Rep

Wealth Management Client Success Specialist II

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Corient Private Wealth LLC.
Full Time position
Listed on 2026-03-14
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Dallas, Texas, seeks a skilled Client Success Associate to serve as the central contact for clients, assisting with requests and support. You will coordinate between clients and advisors while needing strong communication skills and experience with tools like Salesforce. The ideal candidate will have a bachelor's degree and a solid customer service background. Join us in creating lasting legacies for our clients while promoting your professional growth.
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