Senior Associate, Client & Advisor Services Onboarding & Ops

Posted yesterday

focus financial partnersArlington (VA)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates possess strong communication skills, attention to detail, and relevant financial services experience. Join a team dedicated to providing high-quality service to ultra-high-net-worth clients.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.