Wealth Management Client Services Associate — Planning

A boutique wealth management firm is seeking a Client Services Associate to support Private Wealth Clients and Advisors. This role requires a bachelor's degree and at least 3 years of experience in Client Service Operations within financial services. Responsibilities include meeting preparation, financial plan maintenance, and client onboarding. The candidate will thrive in a strong team culture with work-life balance, offering a competitive salary ranging between $60,000 and $90,000, and additional bonuses. This is a full-time role in Fort Worth, Texas. #J-18808-Ljbffr