Senior Client Experience Lead — WealthTech

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

Job summary

Cardata is looking for a Senior Client Experience Associate in Dallas, Texas to enhance the wealth management experience for advisors and clients. You'll be responsible for onboarding, addressing inquiries, and ensuring satisfaction through effective communication and detailed account management.

The ideal candidate has a bachelor’s degree and at least 6 years in a client-facing financial services role. Strong communication and organizational skills are required. Join us to innovate in the wealth management industry!

Qualifications

• At least 6 years of experience in a client-facing role in financial services.
• Ability to build rapport with advisors and clients.
• Highly organized with exceptional attention to detail.

Responsibilities

• Manage relationships with advisors and clients.
• Assist clients with account opening and transfers.
• Monitor client accounts and proactively address issues.

Skills

Communication skills

Client relationship management

Organizational skills

Experience with CRM systems

Education

Bachelor’s degree

Tools

Wealth management platforms

Custodial systems

Job description

Cardata is looking for a Senior Client Experience Associate in Dallas, Texas to enhance the wealth management experience for advisors and clients. You'll be responsible for onboarding, addressing inquiries, and ensuring satisfaction through effective communication and detailed account management.

The ideal candidate has a bachelor’s degree and at least 6 years in a client-facing financial services role. Strong communication and organizational skills are required. Join us to innovate in the wealth management industry!