Client Experience & Onboarding Specialist
AspenRidge Wealth Advisors
AspenRidge Wealth Advisors located in Fort Worth, TX seeks a detail‑oriented Client Service Associate to support our advisory team and deliver an exceptional service experience to our clients. The CSA will handle account opening, maintenance, and custodial workflows, ensuring advisors can focus on planning and relationship management. This role suits someone organized who thrives in a client‑centric environment and enjoys operational work, with responsibilities spanning client communications, #J-18808-Ljbffr AspenRidge Wealth Advisors
Vacancy posted 2 days ago
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