Wealth Client Services Specialist
Dexian
Dexian is seeking a Client Services Associate to support Advisors and deliver exceptional client experiences in Dallas, Texas. The ideal candidate will manage calendars, meetings, and client documentation, utilizing Salesforce CRM for tracking and relationship management. This role requires 3+ years of experience in executive support or wealth management, with strong organizational and communication skills. Proficiency in Salesforce and Microsoft Office is preferred, along with a professional and detail-oriented approach. #J-18808-Ljbffr
Vacancy posted 2 days ago
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