Client Services Associate – Financial Accounts & Onboarding
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-27
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Bank Customer Service
Job Description & How to Apply Below
711 MS Smith Barney, LLC is looking for a client support and administrative professional to assist financial advisers in enhancing client relationships and executing transactions. The role requires a High School diploma, preferably a college degree, and requires active financial licenses (Series 7 and Series 66 or Series 63 and Series 65).
Ideal candidates will have two or more years of experience in the financial industry, with strong organizational and interpersonal skills. The position is located in Houston, Texas, and is vital for supporting advisors in a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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