Client & Operations Specialist
Listed on 2026-10-12
-
Customer Service/HelpDesk
-
Finance & Banking
Advisor Seekers LLC is seeking a Client Service & Operations Specialist to balance client relationships with behind-the-scenes operational work in a growing financial services firm. You will serve as a trusted contact for clients by phone, email and in person, support multiple Financial Advisors, assist with onboarding and ongoing service, and help shape processes as the organization grows.
The role requires 2+ years in financial services or related field, experience with detailed account
Join us at Advisor Seekers LLC as our next Client Experience & Operations Specialist in Friendswood, TX, United States.
This position is for the Client Experience & Operations Specialist role at Advisor Seekers LLC.
We are seeking a motivated Client Experience & Operations Specialist to join Advisor Seekers LLC in Friendswood, TX, United States.
Consider building your career as a Client Experience & Operations Specialist at Advisor Seekers LLC.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).