Wealth Client Services Associate | High-Touch Onboarding
$70kBoutique Recruiting
Boutique Recruiting in Dallas, TX is seeking a Client Services Associate to serve as the operational backbone of the practice, handling client onboarding, account administration, correspondence, CRM activity and day-to-day service for high-net-worth clients. The role requires 2-3 years in client service within wealth management or brokerage, strong MS Office and CRM skills, and polished communication. Base salary is $70,000 with up to $10,000 annual bonus potential, plus benefits and 20 days PTO. #J-18808-Ljbffr Boutique Recruiting
Vacancy posted 1 day ago
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