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Wealth Management Associate — Client Services & Onboarding

Texas Regional Bank

Texas Regional Bank in Houston is seeking a Wealth Management Associate to support the Trust and Wealth Management Division, handling client servicing, onboarding, and reporting. The role requires 2+ years in client service, a Bachelor’s degree, familiarity with Fidelity/Schwab, and MS Office proficiency. You will work with custodial platforms, prepare agendas, maintain records, and support meetings in a collaborative, confidential environment. #J-18808-Ljbffr Texas Regional Bank

Vacancy posted more than 2 months ago

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