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A wealth maangement firm in Houston is looking to bring on a Client Service Associate to help support their team. This is a fully onsite M-F role and salary is $60-70k. Candidates must have their Series 7 and/or Series 66 to be considered.
Key Responsibilities
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Serve as a central point of contact for clients, helping coordinate service requests and providing general account support
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Assist in organizing client interactions, preparing for meetings, and maintaining account documentation
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Help onboard new relationships and manage information across internal platforms
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Support ongoing account activity monitoring and assist with ensuring accurate data and compliance standards
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Provide general office and operational support as needed, helping streamline workflows across the team
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Participate in internal initiatives and contribute to team-wide client service standards
Qualifications
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Previous experience in a professional office or financial services environment (3+ years preferred)
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FINRA Series 7 and/or 66 license(s) required
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Familiarity with common business software tools (e.g., Microsoft Office Suite)
Resumes are being reviewed immediately- please submit yours today to be considered!
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