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Wealth Management Front Desk & Client Liaison

Job in Friendswood, Galveston County, Texas, 77546, USA
Listing for: Talentwealth
Full Time position
Listed on 2026-10-13
Job specializations:
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Talent Wealth Recruiting is seeking two Client Relationship and Service Associates for an independent RIA in Friendswood, TX. You will split time between the front desk and back-office support, handling client interactions, scheduling, and file preparation.

Responsibilities include greeting visitors, confirming appointments, and assisting with money movements, with growth opportunities into more duties over time. A bachelor’s degree is required, notary preferred or obtainable.

The following position is for a Wealth Management Front Desk & Client Liaison with Talentwealth.

Consider building your career as a Wealth Management Front Desk & Client Liaison at Talentwealth.

The Wealth Management Front Desk & Client Liaison position in the Management & Operations, Sales field is open for applications.

We have an opening for a Wealth Management Front Desk & Client Liaison in Friendswood, TX, United States within Management & Operations, Sales.

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