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Client Relationship Manager HelpDesk/Support Technical Support

Wealth Client Experience Specialist

Remote / Online - Candidates ideally in
Dallas, Dallas County, Texas, 75215, USA
Listing for: Focus Partners Wealth
Remote/Work from Home position
Listed on 2026-02-28
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, HelpDesk/Support, Technical Support
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Texas seeks a Client Service Specialist to enhance client relationships and service delivery. The role involves managing operational requests, collaborating with custodians, and utilizing CRM systems like Salesforce. Candidates should have RIA industry experience, strong communication, and problem-solving skills. The position supports a hybrid work schedule, balancing in-office and remote work, while striving to maintain exceptional service standards across interactions.
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