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Client Relationship Manager

Client Relations & Wealth Support Specialist

Job in Grapevine, Tarrant County, Texas, 76099, USA
Listing for: Kestra Financial Independent Advisor
Full Time position
Listed on 2026-01-02
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
  • Business
    Client Relationship Manager
Job Description & How to Apply Below
A financial advisory firm is seeking a Client Relations Associate in Grapevine, Texas. The role involves managing the CRM system, assisting in client communications, and ensuring client satisfaction. Candidates should have a Bachelor's Degree and at least 3 years of executive administrative experience, preferably in financial services. Strong communication and organizational skills are essential for success in this fast-paced environment.
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