Wealth Client Relations & Operations Coordinator

A boutique wealth management firm is seeking a Client Relationship Associate to manage day-to-day operations and enhance client experiences. The role involves client communication, event management, and ensuring compliance, requiring strong interpersonal skills and attention to detail. A Bachelor's degree in finance or related field is preferred, along with relevant experience. Must be located in the Dallas area or willing to relocate. Join a fast-paced and motivational work environment aiming to improve clients' lives. #J-18808-Ljbffr