Client Services Specialist - Financial Planning & Advisory
Job in
Georgetown, Williamson County, Texas, 78628, USA
Listed on 2026-06-26
Listing for:
Threadneedle group
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Threadneedle group in Georgetown, Texas is seeking a Registered Client Service Associate to assist advisors in servicing clients. Responsibilities include preparing financial plans, conducting investment research, and processing trades. The ideal candidate will have a Bachelor's degree and 3-5 years of relevant experience in a client service environment.
This full-time position requires strong analytical skills and the ability to manage multiple priorities. Threadneedle group is committed to diversity and inclusion in the workplace.
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