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Detail-Oriented Client Onboarding Specialist

Job in Laredo, Webb County, Texas, 78045, USA
Listing for: Cresta Advisors
Full Time position
Listed on 2026-05-22
Job specializations:
  • Customer Service/HelpDesk
    Bilingual, Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Cresta Advisors is seeking a detail-oriented Client Service Associate in Laredo, Texas. This role is essential for accurately supporting account openings and maintaining client communications. The ideal candidate thrives in a structured environment, values precision, and is responsible for ensuring compliance in processing client requests.

The position demands a high level of organization and the ability to follow processes closely. Candidates with prior experience in financial services or banking are preferred;
Spanish bilingual skills are a plus.

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