Wealth Management Client Services Associate

A leading financial institution in Dallas seeks a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. This role requires a client-first mindset, strong interpersonal skills, and knowledge of financial services. Responsibilities include managing client inquiries, supporting account management, and contributing to client relationship development. Candidates must have a high school diploma, and relevant financial licenses, and possess skills in Microsoft Office.

The position offers opportunities for growth and is part of a dynamic and inclusive team.
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