Global Client Relations & Growth Associate

A leading financial services company in Austin is seeking an Associate for its Retirement and Insurance Distribution team. The role involves maintaining CRM tools, preparing investment presentations, and collaborating across departments to enhance client relationships. Candidates should possess a Bachelor's degree, have 2-4 years of experience in the Financial Services Industry, and be capable of managing multiple projects efficiently. This position requires excellent communication skills and a strong proficiency in Microsoft Dynamics 365 CRM. #J-18808-Ljbffr