Private Banking Client Success Associate

Twin Thread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high-net-worth clients, collaborating with various teams, and fulfilling client requests efficiently. Candidates must possess FINRA Securities Industry Essentials, Series 7, and Series 63 licenses or be willing to obtain them. Proficiency in Microsoft Office and the ability to work under pressure are also required, along with a focus on exceptional client relationships and adherence to regulatory policies.

Competitive compensation and benefits are part of the offering.
#J-18808-Ljbffr