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Client Experience Specialist, Wealth Management
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-06-03
Listing for:
TalentLink Solutions
Full Time
position Listed on 2026-06-03
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Talent Link Solutions, located in San Antonio, is looking for an experienced Client Service Associate to join their team. The role involves managing client-specific and account-specific functions, delivering superior client service, and ensuring a smooth experience for clients.
Candidates should have a minimum of 5 years in client service within wealth management, strong communication skills, and CRM software experience. This is an opportunity to thrive in a supportive environment where attention to detail and client relations are paramount.
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