Senior Client Experience Lead — WealthTech

Farther; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading wealth-management firm located in Dallas, Texas, is seeking a skilled Senior Client Experience Associate. This role involves acting as the key relationship manager for clients and advisors, ensuring a superior wealth management service. Ideal candidates will have at least 6 years of client-facing experience, preferably in financial services, and strong organizational skills. Join a collaborative team to help enhance client satisfaction and operational efficiency.

Qualifications

• At least 6 years of experience in a client-facing role within financial services.
• Experience working at an independent RIA is preferred.
• Comfortable in fast-paced environments with multiple tasks.

Responsibilities

• Act as the key relationship manager for advisors and clients.
• Assist clients with account opening, transfers, and inquiries.
• Monitor client accounts and proactively address issues.
• Identify and implement opportunities for client experience improvements.

Skills

Strong communication skills

Client relationship management

Attention to detail

Education

Bachelor’s degree or equivalent work experience

Tools

Custodial and wealth-management platforms

CRM systems

Job description

A leading wealth-management firm located in Dallas, Texas, is seeking a skilled Senior Client Experience Associate. This role involves acting as the key relationship manager for clients and advisors, ensuring a superior wealth management service. Ideal candidates will have at least 6 years of client-facing experience, preferably in financial services, and strong organizational skills. Join a collaborative team to help enhance client satisfaction and operational efficiency.