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Senior Client Associate — Private Wealth Advisory

Job in Spring, Harris County, Texas, 77391, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2025-12-31
Job specializations:
  • Sales
  • Finance & Banking
Job Description & How to Apply Below
A leading financial advisory firm in Texas is seeking a Senior Client Associate to manage client accounts and provide top-quality client service. The role requires 5+ years in the industry and a BA/BS degree. You will handle account openings, maintain relationships with high-net-worth clients, and support marketing efforts. Strong interpersonal and organizational skills, along with proficiency in Microsoft Office, are essential.

This full-time position offers a dynamic work environment focused on client satisfaction.
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Position Requirements
10+ Years work experience
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