Investment Client Associate — Trade & Advisor Support
SWBC
SWBC in San Antonio, Texas is seeking a talented individual to assist Financial Advisors with client services, enhance productivity, and manage trades. This role offers a competitive compensation package and a focus on work/life balance. Key responsibilities include providing telephone support to clients, trading as instructed, and preparing presentations on financial products. Candidates must have a strong customer service background and necessary licensing. #J-18808-Ljbffr SWBC
Vacancy posted 6 hours ago
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