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Client Associate: Wealth Mgmt & Client Service; Onsite
Job in
Laredo, Webb County, Texas, 78045, USA
Listed on 2026-07-14
Listing for:
Faro Wealth
Full Time
position Listed on 2026-07-14
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
Faro Wealth is seeking a Client Associate to join our on-site team in Laredo, TX. This role supports financial advisors by handling day-to-day client interactions, inquiries, and coordinating account-related requests to ensure a high-quality client experience.
You will assist with client reports, maintain accurate client records, and support onboarding of new clients and accounts. The position emphasizes daily operations, documentation, and collaboration with internal and external partners to
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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