Senior Client Services Representative (Dallas)

Our client is a well-established wealth management firm that has been helping individuals navigate complex financial decisions since 1969. They are looking for a detail-oriented Senior Client Service Specialist to join their growing team in Dallas, TX!As a Senior Client Service Specialist, you'll play a key role in supporting Financial Advisors through onboarding, account processing, and day-to-day client service operations. This is a highly organized, task-driven position focused on delivering a seamless client experience while ensuring accuracy and compliance across all financial documentation and processes. If you thrive in a fast-paced environment, enjoy operational support, and have experience handling financial account onboarding, this could be a great long-term fit!Highlights:Competitive Compensation package + Strong Long-Term Stability + Bonus incentivesFlexible Work Environment15+ Paid HolidaysHealth Insurance Fully Paid by the FirmRetirement Match + HSA ContributionLong-Term Disability CoverageOpportunity to Join an Established & Growing Wealth Management FirmQualifications:3-5+ Years of Client Service ExperienceFinancial Services Industry Experience RequiredExperience Supporting Financial AdvisorsStrong Background in Financial Onboarding & Account ProcessingMust Be Comfortable Opening Financial Accounts Daily (IRAs, 401(k)s, etc.)Experience with CRM Systems, Microsoft Office, & Electronic Document ProcessingSeries 7 & 66 Licenses Preferred, but Not RequiredIf this sounds like a fit for your background, please apply directly or send your resume to ayoung@pursuitsalessolutions.com!