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Wealth Advice Center Team Lead – Coach & Deliver Service

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: UBS
Full Time position
Listed on 2026-01-19
Job specializations:
  • Management
    Wealth Management, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A global wealth management firm located in Dallas is hiring a Client Service Associate Manager. This role involves leading a team of Client Service Associates, ensuring timely service to clients and Financial Advisors. Candidates must have a strong educational background, excellent problem-solving skills, and licenses including SIE, Series 7, and Series 66. The position emphasizes coaching and development of team members, making it ideal for those looking to create a positive impact in a fast-paced environment.
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