Wealth Management Client Service Associate

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client services and support Financial Advisors in Houston, Texas. Key responsibilities include managing client inquiries, executing transactions, and maintaining client accounts. The ideal candidate will have a strong customer service focus, relevant industry experience, and hold required certifications such as Series 7 and Series 66 or equivalent.

This role offers the opportunity to work in a dynamic environment with comprehensive employee benefits.
The Wealth Management Client Service Associate position in the Finance field is open for applications. Consider building your career as a Wealth Management Client Service Associate  have an opening for a Wealth Management Client Service Associate in Houston, TX, United States within Finance. This role, Wealth Management Client Service Associate at Power To Fly , could be your next move.