Client Service Associate — Financial Advisory Support

Fwainvest in Boerne, TX is seeking a Registered Client Service Associate to support financial advisors and clients with exceptional administrative services. The ideal candidate possesses effective communication skills, a proactive approach to customer service, and proficiency with CRM software and spreadsheets. A high school diploma is required, along with industry certifications like Series 7 and SIE. This role offers a dynamic work environment with opportunities for professional growth and involves direct interaction with clients. #J-18808-Ljbffr Fwainvest