Elite Client Relations Specialist (Series 7) – Hybrid Dallas

A financial advisory technology firm is looking for a client support representative in Dallas, Texas, who holds a Series 7 license. This hybrid role includes handling client accounts, cash movements, and providing excellent customer service while working closely with engineering teams. The office offers lunch on in-office days and encourages team collaboration, aimed at ensuring exceptional service for clients, especially those on the West Coast. #J-18808-Ljbffr