Hybrid Client Operations & Wealth Management Specialist
Post Oak Private Wealth Advisors
Post Oak Private Wealth Advisors is seeking a detail‑oriented Operations Associate to support day‑to‑day client operations, onboarding new clients, and back‑office tasks in Houston. You’ll work closely with the advisory team and touch many facets of the business. You’ll manage account openings with Schwab and Fidelity, maintain CRM records, generate reporting, and help ensure compliance. A degree and ambition to grow in wealth management are preferred, with a Series 65 within 6 months being a #J-18808-Ljbffr Post Oak Private Wealth Advisors
Vacancy posted 4 days ago
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