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Senior Client Service & Onboarding Specialist

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Bluespring Wealth Partners
Full Time position
Listed on 2025-12-15
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading wealth management firm in Dallas is seeking a Senior Registered Client Service Specialist to enhance client relationships and support Advisors. This fully on-site role demands 3–5 years of experience in financial services, excellent organizational skills, and active Series 7 certification. Responsibilities include client meeting preparation, managing service requests, and compliance partnership, all while thriving in a fast-paced environment.

The firm offers competitive pay, comprehensive benefits, and opportunities for professional growth.
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Position Requirements
10+ Years work experience
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