Wealth Client Services Associate — On‑Site Houston
KDK Private Wealth Management
KDK Private Wealth Management in Houston, TX is seeking a Client Services Associate to support advisors and clients with day-to-day service tasks in a wealth management setting. The role focuses on account opening and maintenance, documentation processing, and timely client inquiries handling. You will coordinate with custodians and financial institutions, prepare client reports and meeting materials, and maintain accurate records while onboarding new clients. #J-18808-Ljbffr KDK Private Wealth Management
Vacancy posted 2 days ago
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