On-Site Client Services Associate – Financial Planning

A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation. The ideal candidate will have 2+ years in a client service role, proficiency in Microsoft Office, particularly Excel, and the ability to manage multiple priorities.

This on-site position offers a dynamic work environment focused on client satisfaction.
This posting is for the On-Site Client Services Associate – Financial Planning role at AMG Wealth Advisors, based in Austin, TX, United States. The On-Site Client Services Associate – Financial Planning role at AMG Wealth Advisors is now open for applications in Austin, TX, United States. Join us at AMG Wealth Advisors as our next On-Site Client Services Associate – Financial Planning in Austin, TX, United States.