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Wealth Client Services Specialist

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Austinwealthmgmt
Full Time position
Listed on 2026-03-01
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading Wealth Management Firm in Austin is seeking a Client Service Associate to ensure seamless client experiences. This role involves client onboarding and support for investment and insurance aspects, requiring a detail-oriented individual with a minimum of 2 years' experience in client service. Join a dynamic team where you can make a meaningful impact on client satisfaction and operational efficiency.
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