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Client Services Specialist – Wealth Mgmt
Job in
El Paso, El Paso County, Texas, 88568, USA
Listed on 2026-07-17
Listing for:
Level Four Group
Part Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Level Four Group is expanding, adding a Client Services Associate to support 1–3 Financial Advisors. This role focuses on delivering exceptional client/advisor experience so advisors can grow the practice. Based in Dallas, it may support other branch locations with onboarding and escalation duties.
The position involves onboarding support, calendar coordination, and active communication with clients, advisors, and custodians to ensure smooth account setups and ongoing service.
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