Wealth Management Client Service Associate

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client services and support Financial Advisors in Houston, Texas. Key responsibilities include managing client inquiries, executing transactions, and maintaining client accounts. The ideal candidate will have a strong customer service focus, relevant industry experience, and hold required certifications such as Series 7 and Series 66 or equivalent. This role offers the opportunity to work in a dynamic environment with comprehensive employee benefits.
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