
Senior UHNW Client Relationship Specialist
Charles Schwab, Westlake, TX, United States
A leading financial services firm is seeking a Senior Client Relationship Specialist to enhance and maintain client relationships in Westlake, TX. This role requires valid Series 7, 63, and 9/10 licenses, along with at least 2 years in client service. Responsibilities include managing processes, assisting in audits, and facilitating client events. The ideal candidate will demonstrate strong communication skills and the ability to handle multiple tasks effectively. This position offers competitive benefits and opportunities for professional growth.
#J-18808-Ljbffr