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Financial Advisor Assistant — Client Support & Account Transfers

Job in Fort Worth, Tarrant County, Texas, 76102, USA
Listing for: Frost
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A leading U.S. bank in Fort Worth is looking for a Financial Advisor Assistant to provide essential support to financial advisors and enhance the customer experience. In this role, you'll engage in account management tasks, facilitate communication for asset transfers, and uphold exceptional service standards. Ideal candidates will possess strong customer service abilities and proficiency in Microsoft applications, and may also obtain required FINRA certifications.

Comprehensive benefits including health insurance and 401(k) matching are offered.
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