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Licensed Wealth Management Assistant — Client Services & Ops
Job in
Beaumont, Jefferson County, Texas, 77726, USA
Listed on 2026-05-23
Listing for:
The Dickerson Group-Wealth Advisors
Full Time
position Listed on 2026-05-23
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
The Dickerson Group-Wealth Advisors in Beaumont, Texas, seeks a full-time Licensed Client Service Associate to support their client-facing operations. This position is ideal for a dependable, detail-oriented professional, licensed, and experienced in client service roles.
Your responsibilities will include executing trades, maintaining client records, and serving as a primary contact for client needs. With strong growth potential within the firm, this is an exciting opportunity for the right candidate.
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