HNWI Client Relationship & Onboarding Lead
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-06-17
Listing for:
慨正橡扯
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
慨正橡扯 in Fort Worth, Texas is looking for a High Net Worth Client Case Representative to assist Personal Investor clients. This role requires active FINRA Series 7 and 63 licenses, and offers a salary range of $65,000 - $80,000 plus a $20,000 licensing bonus. You will serve as the primary point of contact, managing onboarding and ownership changes, while ensuring a trusted advisor role during clients' financial journeys.
Key responsibilities include building strong client relationships, simplifying complex financial processes, and delivering exceptional service throughout the client experience.
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