Top 2500 Client advisor Jobs in Dallas Tx

Client Service Associate
Third Act Wealth Management —Dallas, TX
- $70,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor - (Career Changers Encouraged to Apply!)
Northwestern Mutual —Dallas, TX
- $80,000 - $180,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Financial services
- Disability insurance
- Health insurance
Quick Apply
Permanent* Client Advisor - Dallas NorthPark
Dolce & Gabbana —Dallas, TX
- Merchandising
- Mid-level
- Mentoring
Client Advisor, NorthPark
Louis Vuitton —Dallas, TX
- $23 - $25 an hour
- Full-time
- Entry level
- Commercial
- Disability insurance
- Health insurance
Client Advisor- Neiman Marcus NorthPark
VALENTINO S.p.A. —Dallas, TX
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Merchandising
Client Advisor - Dallas, TX - Dallas Highland Park
Fendi —Dallas, TX
- Weekends as needed
- Writing skills
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Client Advisor, Dallas NorthPark
Prada —Dallas, TX
- Communication skills
- Entry level
Client Advisor, Miu Miu Dallas Highland Park
Prada —Dallas, TX
- Communication skills
- Entry level
Resolution Advisor, Client Services
Louis Vuitton —Irving, TX
- $23 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
- Disability insurance
- Health insurance
GUCCI Client Advisor - Dallas NorthPark
Gucci —Dallas, TX
- Weekends as needed
- Mid-level
- POS
- Communication skills
3d
Associate Client Advisor
Bessemer Trust Company, N.A. —Dallas, TX
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Client Advisor, Dallas
Loro Piana —Dallas, TX
- Full-time
- Merchandising
- Mid-level
Client Advisor - Client Services
Louis Vuitton —Irving, TX
- From $20 an hour
- Weekends as needed
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
Scott Dunn Private - Private Relationship Travel Manager - Dallas, TX
Scott Dunn —Dallas, TX
- $80,000 a year
- Full-time
- 5 years
- Mid-level
- Office
- Wellness program
- AD&D insurance
2d
Advisor, Client Engagement—Media and Audience Strategy
Epsilon —Irving, TX
- $88,000 - $132,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Bachelor's degree
- Commuter assistance
- Paid holidays
E-Boutique Client Advisor
Richemont —Grand Prairie, TX
- Full-time
- Computer literacy
- Mid-level
- 2 years
- Health insurance
- Dental insurance
Client Executive
Tyler Technologies —Plano, TX
- $99,894 - $177,653 a year
- Microsoft Excel
- Bachelor of Science
- Analysis skills
Quick Apply
Financial Advisor - Dallas/Tyler
Thrivent —Dallas, TX
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
CYBERSECURITY & AUDIT READINESS CONSULTANT
Inline Network Integration, LLC —Dallas-Fort Worth, TX
- $45,000 - $55,000 a year
- Full-time
- Hybrid work
- HIPAA
- Mid-level
- High school diploma or GED
- Health savings account
- Health insurance
Quick Apply
3d
PEIMS Director
GTS Technology Solutions —Plano, TX
- From $83,000 a year
- Full-time
- Microsoft Word
- Customer service
- Mid-level
- Health savings account
- Health insurance
Quick Apply

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Client Service Associate

Third Act Wealth Management
Dallas, TX

Quick Apply

Job Details

Full-time
$70,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
AI tools proficiency
Bachelor's degree
Data management
Financial services
CRM system proficiency
Account management

Full Job Description

Position Overview

Third Act Wealth Management is a boutique wealth management firm serving high-net-worth families with complex financial lives. We’re hiring a Client Service Associate to be the operational backbone of the firm — the person who keeps the back office running flawlessly so our advisors can stay focused on clients.

We’re looking for an A-player who owns their work, anticipates needs before they surface, and takes pride in accuracy and follow-through. You’ll run account operations, CRM, correspondence, and the day-to-day workflow of a growing practice — with more ownership and room to grow than you’d find at a national firm.

What you’ll own.

Operations & Account Administration

Process new accounts, transfers, deposits, distributions, and service requests with a high degree of accuracy.
Prepare and submit account paperwork, tracking every item to completion.
Generate and distribute account statements, performance reports, and regulatory correspondence.
Coordinate with advisors, our custodian, compliance, and back-office teams.

CRM & Data Integrity

Own the CRM, keeping client records, notes, and workflows current, accurate, and compliant.
Build and maintain repeatable processes and checklists for recurring work.

Communication & Inbox Management

Manage the firm’s inbox and client correspondence — route, respond, and follow up promptly and discreetly.
Serve as a reliable first point of contact for client service requests, escalating complex needs to the advisor.

Client Experience

Deliver a polished, personalized experience across every client interaction.
Prepare meeting spaces in advance — materials, technology, and hospitality details handled before clients arrive.
Coordinate post-meeting follow-up and milestone recognition (birthdays, anniversaries, life events).

Office & Events

Order supplies, manage mail, and keep the office pristine and client-ready.
Help plan and execute client seminars.

Who You Are

Detail-obsessed and highly organized.
Proactive — you anticipate what’s needed next and act without being asked.
Trustworthy and discreet with confidential information.
Calm and effective under competing priorities.
A clear, warm, and professional communicator.
Coachable and growth-minded.

Required Qualifications

Minimum 1 year of experience in financial services (wealth management, banking, brokerage, insurance, or similar).
Bachelor’s degree.
Proficiency in Microsoft Office (Outlook, Excel, Word).
Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar).
Polished, professional verbal and written communication.
Comfort with technology and AI-assisted tools — we use them daily.

Preferred Qualifications

Experience directly supporting financial advisors or relationship managers.
Familiarity with LPL Financial systems.
Knowledge of account types (IRA, brokerage, trust) and financial regulations.

What We Offer

Competitive base salary and bonus, commensurate with experience.
Comprehensive benefits including health, dental, vision, and 401(k) with company match.
Paid time off, holidays, and a commitment to work-life balance.
Direct mentorship and a clear path to grow as the firm scales.

How to Apply

Submit a resume to [email protected] with the subject line “Client Service Associate.” Applications will be reviewed on a rolling basis.

Third Act Wealth Management is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Pay: $70,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in dallas tx

Client Service Associate

Financial Advisor - (Career Changers Encouraged to Apply!)

Permanent* Client Advisor - Dallas NorthPark

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Client Advisor - Dallas, TX - Dallas Highland Park

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Resolution Advisor, Client Services

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Associate Client Advisor

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Scott Dunn Private - Private Relationship Travel Manager - Dallas, TX

Advisor, Client Engagement—Media and Audience Strategy

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Client Executive

Financial Advisor - Dallas/Tyler

CYBERSECURITY & AUDIT READINESS CONSULTANT

PEIMS Director

I want to receive the latest job alert for client advisor in dallas tx

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