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Associate- Wealth Management at Talent 101, Inc.
Dallas, Texas, United States -
Full Time

Start Date

Immediate

Expiry Date

15 May, 26

Salary

0.0

Posted On

14 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Facing, Communication, Interpersonal Skills, Account Management, Reporting, Presentation Preparation, Client Service, Collaboration, Detail Oriented, Organization, Prioritization, Multitasking, Problem Solving, Self Starter

Industry

Business Consulting and Services

Description
About the role We are looking for a fulltime client facing Associate for our clients Wealth Management Office. The role comes with Medical, 401k and more. What you'll do Responsibilities • Serve as a primary point of contact for client requests and communications. Manage client accounts, ensuring accuracy and timely updates. Prepare presentations, reports, and materials for client meetings. Support advisors in delivering high-quality, personalized service. Collaborate with internal teams to improve client processes and outcomes. Qualifications Strong interpersonal and communication skills; professional presence. Detail-oriented with excellent organizational abilities. Ability to prioritize and multitask in a dynamic environment. Prior experience in financial services or wealth management is a plus. Strong aptitude as a self- starter and problem solver Talent101 pays referral fees. Applicants must be at least 18 years or older, must be willing to take a drug test and background check as part of the selection process and must have legal authorization to work in the United States. Talent 101 is an equal opportunity employer and supports a diverse, inclusive work environment. All qualified applicants will receive consideration for employment without regard to protected characteristics, including race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity or age.
Responsibilities
The associate will act as the main contact for client communications and requests, while also managing client accounts for accuracy and timely updates. Responsibilities also include preparing materials for client meetings and supporting advisors in service delivery.