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Wealth Management Client Experience Associate

NPAworldwide

NPAworldwide is seeking a Client Service Associate (RIA) in Houston, TX, to provide exceptional client experiences in a boutique wealth management firm. The role involves opening accounts, facilitating transactions, and maintaining client records, while collaborating closely with a team to ensure high service quality. This position demands 3 to 10 years of relevant experience and offers competitive compensation, comprehensive healthcare benefits, and a supportive culture valuing employee contributions. #J-18808-Ljbffr

Vacancy posted 4 days ago
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