Associate- Wealth Management
Talent 101, Inc.•Dallas, TX
5h
About The Position
We are looking for a fulltime client facing Associate for our clients Wealth Management Office. The role comes with Medical, 401k and more.
Requirements
- Strong interpersonal and communication skills; professional presence.
- Detail-oriented with excellent organizational abilities.
- Ability to prioritize and multitask in a dynamic environment.
- Strong aptitude as a self- starter and problem solver
Nice To Haves
- Prior experience in financial services or wealth management is a plus.
Responsibilities
- Serve as a primary point of contact for client requests and communications.
- Manage client accounts, ensuring accuracy and timely updates.
- Prepare presentations, reports, and materials for client meetings.
- Support advisors in delivering high-quality, personalized service.
- Collaborate with internal teams to improve client processes and outcomes.
Benefits
- Medical
- 401k
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
