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Wealth Services Client Support Associate; Part-Time

Job in Deer Park, Harris County, Texas, 77536, USA
Listing for: Shell Federal Credit Union
Part Time position
Listed on 2026-07-30
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below
Position: Wealth Services Client Support Associate (Part-Time)

Shell Federal Credit Union in Deer Park, TX is seeking a part-time Client Service Associate to support the Shell Wealth Services (SWS) program with administrative tasks that strengthen relationships and drive engagement. This role involves scheduling client appointments, coordinating materials, and assisting credit union employees in business efforts.

Responsibilities include maintaining client data in CRM, processing paperwork for advisors, and ensuring accurate documentation while upholding

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Position Requirements
10+ Years work experience
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