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Wealth Management Client Advocate

Houston Dose

Houston Dose seeks a dedicated client service support professional in Houston, Texas. The role involves assisting Financial Advisors with client service needs, emphasizing educational support and client relationship management to ensure optimal service delivery. The ideal candidate will be highly motivated, possess strong customer service skills, and demonstrate the ability to adapt to new technologies. A High School diploma is required along with relevant experience in client management. We foster an inclusive work environment and value diversity in our team. #J-18808-Ljbffr Houston Dose

Vacancy posted 2 days ago
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