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Wealth & Insurance Client Support Specialist

Austinwealthmgmt

A wealth management firm in Austin is looking for a Client Service Associate to deliver exceptional service to clients. This role involves client onboarding, coordinating with custodians and insurance carriers, and providing operational support. Ideal candidates should have at least 2 years in a client service role, possess strong communication skills, and be detail-oriented. This position offers a chance to develop within a supportive, dynamic environment. Apply now to join our team and contribute to enhancing client experiences. #J-18808-Ljbffr Austinwealthmgmt

Vacancy posted 1 day ago
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