Wealth Management Client Services Specialist

Third Act Wealth Management, LLC; Dallas (TX); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Job summary

Third Act Wealth Management, LLC is seeking a Client Service Associate to act as the operational backbone of the firm, handling account operations, CRM, correspondence, and daily workflow for a growing practice. You will support advisors by ensuring accuracy, timeliness, and a polished client experience.

The role emphasizes proactive service, discretion with confidential information, and a warm, professional communication style. Growth opportunities align with the firm’s scale and client needs.

Qualifications

• Minimum 1 year of experience in financial services (wealth management, banking, brokerage, insurance, or similar).
• Proficiency in Microsoft Office (Outlook, Excel, Word).
• Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar).
• Polished, professional verbal and written communication.
• Comfort with technology and AI‑assisted tools — daily use.

Responsibilities

• Operate account operations, CRM, correspondence, and day‑to‑day workflow of the practice.
• Own CRM records, notes, and processes; build repeatable checklists.
• Manage client inbox, route and respond to inquiries promptly and discreetly.

Skills

Detail‑oriented

Strong communication

Proactive

Organization & time management

Client service mindset

Tools

Microsoft Office

CRM platforms

Job description

Third Act Wealth Management, LLC is seeking a Client Service Associate to act as the operational backbone of the firm, handling account operations, CRM, correspondence, and daily workflow for a growing practice. You will support advisors by ensuring accuracy, timeliness, and a polished client experience.

The role emphasizes proactive service, discretion with confidential information, and a warm, professional communication style. Growth opportunities align with the firm’s scale and client needs.