Client Specialist Jobs in Dallas, TX

Client Services Specialist

McGowanGroup Asset Management | Dallas, TX (In Office)

Join one of the nation's top Registered Investment Advisors.

McGowanGroup Asset Management (MGAM) is an independent wealth management firm headquartered in Dallas, Texas, managing more than $1.2 billion in client assets.

We're proud to have been recognized on the Forbes Top Registered Investment Advisor (RIA) list for three consecutive years, a reflection of our commitment to exceptional client service, disciplined investment management, and long-term client relationships.

As our firm continues to grow, we're looking for an organized, detail-oriented, and client-focused Client Services Specialist to join our team.

If you enjoy building relationships, solving problems, staying organized, and making a meaningful impact behind the scenes, we'd love to meet you.

What You'll Do

You'll play an integral role in supporting our Wealth Managers and delivering an exceptional client experience by:

• Opening new investment accounts
• Processing account transfers
• Handling money movement requests (ACH, wires, journals, checks)
• Completing account maintenance requests
• Preparing client meeting materials and reports
• Maintaining accurate client records within our CRM
• Managing multiple workflows while meeting deadlines
• Collaborating across our Operations and Wealth Management teams
• Ensuring every client interaction is handled with professionalism and care

What We're Looking For

We're searching for someone who is:

✔ Highly organized

✔ Exceptionally detail-oriented

✔ Proactive and dependable

✔ Comfortable juggling multiple priorities

✔ A strong communicator

✔ Passionate about delivering an outstanding client experience

Qualifications

Required

• 2+ years of experience in financial services, banking, wealth management, or a related industry
• Strong organizational and communication skills
• High attention to detail
• Proficiency with Microsoft Office

Preferred

• Experience working within an RIA or wealth management firm
• Familiarity with custodial platforms such as Pershing
• CRM experience (Salesforce, Redtail, Wealthbox, etc.)
• Series 65 license (or willingness to obtain)
• Bachelor's degree or equivalent experience

Why MGAM?

At MGAM, we believe exceptional client experiences begin with exceptional people.

When you join our team, you'll become part of a collaborative culture that values:

• Professional growth
• Continuous learning
• Operational excellence
• Teamwork
• Integrity
• Long-term relationships

You'll have the opportunity to contribute to a growing, nationally recognized wealth management firm while helping clients achieve their financial goals.

If you're looking for a place where your work matters and your contributions are valued, we'd love to hear from you.

Pay: $80,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person