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Client Service Specialist — Hybrid Wealth

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Focus Partners Wealth
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 58000 - 68000 USD Yearly USD 58000.00 68000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Specialist — Hybrid Wealth Support
A wealth management firm in Dallas is looking for a Client Service Specialist who will deliver exceptional service to clients and advisory teams. The candidate should have over 3 years in the RIA industry, adeptness with Salesforce, and excellent problem-solving abilities. Responsibilities include managing client requests, providing operational support, and collaborating with internal teams. The position supports a hybrid work model, allowing flexibility.

Competitive compensation with a base pay range of $58,000 to $68,000 is offered.
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