Client Services & Onboarding Associate

A prominent investment advisory firm in San Antonio is seeking a Client Service Associate to support their client relationship team. This entry-level position involves assisting with client onboarding, processing financial transactions, and maintaining client accounts. Ideal candidates will have strong interpersonal and analytical skills, along with a dedication to client satisfaction in a dynamic environment.
The Client Services & Onboarding Associate role at Sendero Wealth Management is now open for applications in San Antonio, TX, United States. Learn more about the Client Services & Onboarding Associate role in the description above. We appreciate your interest in this position. Join Sendero Wealth Management and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you.

This posting is for the Client Services & Onboarding Associate role at Sendero Wealth Management, based in San Antonio, TX, United States.