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Client Service & Admin Specialist – Financial Services
Job in
The Woodlands, Montgomery County, Texas, USA
Listed on 2026-07-11
Listing for:
Fwainvest
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales
Job Description & How to Apply Below
McLinden Financial in The Woodlands, TX is seeking a detail-oriented Client Service Associate to support financial advisors and the branch office. You will handle daily client inquiries by phone and in person, schedule meetings, open new client accounts, and ensure paperwork is accurate for processing.
A Bachelor’s degree is required, Series 7 is preferred or obtainable within six months. This onsite role offers professional development, a competitive benefits package, and the chance to grow
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