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Client Service Associate — Financial Advisory
Job in
Boerne, Kendall County, Texas, 78006, USA
Listed on 2026-06-20
Listing for:
Fwainvest
Full Time
position Listed on 2026-06-20
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Fwainvest in Boerne, TX is seeking a Registered Client Service Associate to support financial advisors and clients with exceptional administrative services.
The ideal candidate possesses effective communication skills, a proactive approach to customer service, and proficiency with CRM software and spreadsheets. A high school diploma is required, along with industry certifications like Series 7 and SIE.
This role offers a dynamic work environment with opportunities for professional growth and involves direct interaction with clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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