Hybrid Client Services & Paraplanning Specialist
Grace Lane Financial Partners
A financial planning firm in Austin, Texas is seeking a Client Service Associate to empower clients by providing tailored financial strategies. This role includes managing client interactions, onboarding, and supporting the firm's operations. The ideal candidate is required to have 2–5 years of operational experience, strong communication skills, and a willingness to pursue further education in finance. The company offers a hybrid work model along with benefits such as paid time off and financial assistance for certifications. #J-18808-Ljbffr Grace Lane Financial Partners
Vacancy posted 3 days ago
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