Demo

Client Service Associate

Mohr Talent
Dallas, TX Full Time
POSTED ON 4/5/2025
AVAILABLE BEFORE 5/4/2025

Client Service Associate – Wealth Management

Location : Santa Fe, NM (Remote for the Right Candidate)

Salary : 60 to 65K Benefits

About The Role

We're partnered with a Wealth Management firm in Santa Fe, NM, specializing in personalized wealth management, financial planning, and investment services.

Key Responsibilities

Respond to client inquiries via email, phone, and in-person with professionalism and efficiency.

Partner with our broker-dealer to ensure accurate account management, compliance, and timely processing of client transactions.

Manage administrative tasks including document management, client records, workflow software updates, and general office support.

Handle operational activities such as account openings, deposits / withdrawals, and client account maintenance.

Assist clients with navigating online account platforms and resolving issues effectively.

Support team projects aimed at improving office efficiency and client satisfaction.

Maintain accurate and confidential client records in our CRM and related systems.

Display emotional intelligence when working with clients, particularly in sensitive situations such as trusts and estate planning.

If you are ready to make a meaningful impact in clients’ lives while advancing your career in wealth management, we’d love to connect with you!

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military / veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Client Service Associate?

Sign up to receive alerts about other jobs on the Client Service Associate career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$182,497 - $259,882
Income Estimation: 
$220,587 - $322,370
Income Estimation: 
$218,963 - $344,133
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Mohr Talent

Mohr Talent
Hired Organization Address Kentwood, MI Full Time
Customer Service Representative/Sales Support Role A key position in a leading manufacturing company is available for a ...
Mohr Talent
Hired Organization Address Matthews, NC Full Time
About Us Mohr Talent is an equal-opportunity employer committed to providing equal employment opportunities regardless o...
Mohr Talent
Hired Organization Address Matthews, NC Full Time
Job Description CNC Manufacturing Engineer position at Mohr Talent is seeking a highly skilled individual to develop and...
Mohr Talent
Hired Organization Address Matthews, NC Full Time
**CNC Manufacturing Engineer Role Summary** Mohr-Talent is seeking an experienced CNC Manufacturing Engineer to develop ...

Not the job you're looking for? Here are some other Client Service Associate jobs in the Dallas, TX area that may be a better fit.

Client Service Associate

Solais Lighting, LLC, Frisco, TX

Client Service Associate

Chats Cloud Cover, Dallas, TX

AI Assistant is available now!

Feel free to start your new journey!