Client Services Associate - Wealth Management Support
Brighton Jones
Brighton Jones in Dallas, TX, is seeking an in-office Administrative Professional to support Lead Advisors, manage client onboarding and documentation, and coordinate CRM data with Salesforce. This role emphasizes accuracy, client service, and teamwork in a fast-paced wealth management environment. You will handle calendar preparation, ad hoc client projects, and data integrity while assisting with money movements and service delivery. #J-18808-Ljbffr Brighton Jones
Vacancy posted 2 days ago
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