- Dallas, Texas, United States
- Full-time · Senior
- $70K–$75K per year
- 3–5 years
Support Private Wealth relationship management efforts by delivering exceptional service to clients, managing onboarding, account maintenance, and operational requests.
Compensation
This role has an expected salary range of $70,000 - $75,000 for the Dallas, TX market based on experience, qualifications, and location of the position.
Responsibilities
- Manage onboarding, account openings, and operational support
- Serve as primary point of contact for clients and internal partners
- Process client transactions including wires, ACH, and tax payments
- Update portfolio asset allocation schedules
- Assist senior staff with preparing materials for presentations and meetings
Requirements
- Bachelor's degree