Garry Executive Search is representing a leading independent RIA in Dallas, TX seeking a Registered Client Service Associate to join their growing team.

This firm has built its reputation on integrity, trust, and long-term client advocacy — consistently ranking among the most respected independent wealth management firms in the region. The Client Service Associate plays a key role in ensuring clients receive the highest standard of care, accuracy and follow-through.

You’ll be part of a collaborative advisory team supporting high-net-worth clients, ensuring all account activity, documentation, and service needs are handled with precision and professionalism.

What You’ll Do

• Serve as a primary contact for client requests, paperwork, and account maintenance
• Ensure accuracy and confidentiality in all client records and custodian communications
• Collaborate with advisors and operations to deliver a seamless client experience
• Process new accounts, transfers, and service requests with attention to detail
• Troubleshoot issues and help identify process improvements across the team

What You Bring

• 2+ years of experience in wealth management, client service, or financial operations
• Series 7 and 66
• Proficiency with Microsoft Office Suite and strong technology aptitude
• Excellent verbal and written communication skills
• A professional, empathetic, and detail-oriented approach to client relationships

Compensation & Benefits

• Salary: $65,000–$95,000 (plus bonus)
• 401(k) with match, medical/dental/vision coverage, generous PTO
• Professional development support, including licensing and continuing education
• Collaborative, team-oriented culture with strong leadership and long-term stability