On-Site Client Services Associate - Financial Planning
AMG Wealth Advisors
A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation. The ideal candidate will have 2+ years in a client service role, proficiency in Microsoft Office, particularly Excel, and the ability to manage multiple priorities. This on-site position offers a dynamic work environment focused on client satisfaction. #J-18808-Ljbffr AMG Wealth Advisors
Vacancy posted 4 days ago
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