A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates possess strong communication skills, attention to detail, and relevant financial services experience. Join a team dedicated to providing high-quality service to ultra-high-net-worth clients.
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Senior Associate, Client & Advisor Services — Onboarding & Ops in arlington at Unknown Company
This position is listed as full time and onsite.