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Accounting & Finance Financial Services

Financial Advisory Client Support Specialist

Job in Lewisville, Denton County, Texas, 75029, USA
Listing for: Illinois CPA Society
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a reliable, detail-oriented individual to support a franchisee's financial practice. This office-based role involves managing client information, maintaining communication during the financial planning process, and resolving client service issues. Candidates should possess strong organizational skills and proficiency in Microsoft Office. The position offers competitive pay and paid time off.
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