Wealth Management Client Services & Advisor Support
Job in
McKinney, Collin County, Texas, 75069, USA
Listed on 2026-07-30
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services, Financial Sales
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a Client Service Support Associate to assist multiple Financial Advisors in delivering exceptional client service. This role involves educating clients about banking offerings and ensuring the accuracy and timeliness of client responses.
The ideal candidate will hold necessary FINRA certifications and possess advanced knowledge of investment products. Strong communication skills and a client-centric approach are essential for success in this position.
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