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Financial Services Financial Advisor

Wealth Management Client Services Specialist

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 40000 - 80000 USD Yearly USD 40000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading advisory firm in Dallas is seeking a Client Service Specialist to support Wealth Advisors while enhancing the client experience. The specialist will be responsible for day-to-day administrative tasks, managing client requests, and ensuring compliance. Applicants should possess strong communication skills and experience in the financial services industry. A high school diploma is required, with a preferred bachelor's degree.

This full-time role offers a competitive salary range between $40,000 - $80,000 USD.
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