Senior Client Service Lead & Team Mentor

A leading financial institution in Houston is seeking a Senior Client Service Associate to enhance client relationships and mentor the Client Service team. The ideal candidate will have over 7 years of experience, particularly in managing client service needs using custodial platforms like Fidelity and Schwab. The role demands excellent organizational, communication skills, and a proactive work ethic while ensuring exemplary service standards.

This opportunity offers a dynamic environment for professional growth and client engagement.
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