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Wealth Advisor Operations Associate — Client Care

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Frost
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 52000 - 78000 USD Yearly USD 52000.00 78000.00 YEAR
Job Description & How to Apply Below

Frost Wealth Management is seeking an Operations Specialist I to be the first point of contact for Wealth Advisors’ clients and to set the standard for care in handling accounts. You will manage trust accounts, respond to client inquiries, and coordinate across teams to meet client needs.

Ideal candidates bring strong written and verbal communication, proficiency in Microsoft Office, and a Bachelor’s degree in accounting, finance, marketing, or a related field.

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Position Requirements
10+ Years work experience
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