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Wealth Management

Senior Client Services Lead, Wealth Management Ops

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Madison Professional Group
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A recruitment firm is seeking an experienced Senior Client Associate in Dallas, Texas. This role involves overseeing daily operations and supporting Wealth Advisors while ensuring a high-touch client experience. The ideal candidate will have 3-5 years of experience in wealth management, strong organizational skills, and proficiency in Wealthbox CRM and Quick Books. This full-time position offers a salary range of $70,000.00 - $80,000.00 annually, along with an annual bonus potential.
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Position Requirements
10+ Years work experience
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