Client Service Associate - High-Net-Worth Focus
Waterloo Capital
Waterloo Capital, an Austin-based SEC-registered investment adviser, seeks a Client Associate to back client relationships for a book of high-net-worth households. You will onboard new clients, process transfers, prepare meeting materials, and serve as the first contact for client inquiries, ensuring accuracy and timeliness. In this role, you will support onboarding end-to-end, maintain documents for KYC/AML compliance, and work with advisors to prepare performance reports. #J-18808-Ljbffr Waterloo Capital
Vacancy posted 4 days ago
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