Client Experience Specialist
NPAworldwide
NPAworldwide based in Houston is seeking a Client Service Associate to join the private wealth management team in the Galleria area. You will work on opening accounts, processing transfers, and supporting day-to-day client operations to deliver a seamless, high-touch experience. In this on-site role, you will interact with clients, coordinate with custodians, maintain accurate records in CRM, and collaborate with advisors to uphold the firm’s fiduciary, client-first standards and long-term #J-18808-Ljbffr
Vacancy posted 1 day ago
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