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Client Services Specialist Financial Advisors
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-18
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service
Job Description & How to Apply Below
Cetera Financial Group is seeking a Client Services Representative – S1 to support Financial Advisors and their clients with day‑to‑day investment practice activities. You will handle scheduling, client paperwork, and presentations while maintaining client relationships and compliance.
The role offers opportunities for career progression toward licenses such as FINRA Series 7 & 66, and requires strong communication and organizational skills in a fast‑paced environment.
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