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Brokerage Client Services Associate
Job in
Lakeway, Travis County, Texas, USA
Listed on 2026-06-21
Listing for:
Dexian DISYS
Contract
position Listed on 2026-06-21
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep
Job Description & How to Apply Below
Dexian DISYS is seeking a Client Service Representative in Austin, TX, to assist Financial Advisors with client service and operational activities. Responsibilities include facilitating client requests, scheduling appointments, and maintaining records to support client relationships.
The ideal candidate will have at least 1 year of brokerage support experience and a Bachelor’s degree in a related field. Strong client service skills and proficiency in MS Office are essential for this role. The position comes with background screening requirements and is part of a 6-month contract.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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