What are the responsibilities and job description for the Registered Client Service Associate position at Garry Executive Search?
Garry Executive Search is representing a leading independent RIA in Dallas 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. They consistently ranking among the most respected independent wealth management firms in the region. This role plays a key role in ensuring clients receive the highest standard of care, accuracy and follow-through. This position has the ability to one day grow into a Financial Advisor role as well.
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 65 license (or willingness to obtain within first year)
- 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–$85,000 (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
Location: Dallas, TX | In-office with limited hybrid flexibility
If you’re someone who takes pride in delivering exceptional client service and thrives in a collaborative, values-driven environment — this could be your next career move.
📨 Connect directly with Mark Garry at Garry Executive Search to learn more or apply confidentially.
About Garry Executive Search
Garry Executive Search partners exclusively with wealth management firms to connect top talent with leading opportunities. We are committed to representing both our clients and candidates with the highest levels of integrity and professionalism.
Garry Executive Search is an equal opportunity search firm. We welcome applicants of all backgrounds, experiences, and perspectives.
Salary : $65,000 - $85,000