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Precision-Driven Client Services Associate

Job in Laredo, Webb County, Texas, 78045, USA
Listing for: Cresta Advisors, Ltd.
Full Time position
Listed on 2026-06-13
Job specializations:
  • Sales
    Client Relationship Manager, Bilingual, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Cresta Advisors, Ltd. is seeking a detail-oriented Client Service Associate in Laredo, Texas. This role supports account openings and day-to-day operations, ensuring compliance and high-quality client communication.

The ideal candidate thrives in structured environments, has exceptional attention to detail, and can manage multiple tasks efficiently. Responsibilities include preparing account paperwork, reviewing submissions, and maintaining digital records. Strong organizational skills are crucial.

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Position Requirements
10+ Years work experience
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