Client Relations & Operations Specialist

A premier wealth management firm located in Plano, TX, is seeking a Client Relationship Associate to enhance client experiences and assist with daily operations. Responsibilities include client communication, case management, event logistics, and maintaining compliance. The ideal candidate will possess strong interpersonal skills, a degree in a relevant field, and experience in financial services. Join a fast-paced, motivating team dedicated to client success and growth. #J-18808-Ljbffr