Customer Service Officers
$50k - $80kThe Well
Compensation: $50K-$80K base + 10%-15% bonus + profit-share
Benefits: 100% employer-paid medical/dental/vision + disability + 401(k) match + unlimited PTO
We’re hiring a Client Service Advisor on behalf of our client—a growing wealth management firm supporting high-net-worth and ultra-high-net-worth individuals and families.
Handle account openings, maintenance, transfers/rollovers, and service requests
Support money movement, paperwork, and underwriting workflows
Wealth management / financial services ops experience is a plus (not required for the right learner)
Houston, TX or Wisconsin (in-office preferred)
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Vacancy posted 1 day ago
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