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Wealth Management Client Services Specialist

Job in Conroe, Montgomery County, Texas, 77303, USA
Listing for: Woodforest National Bank
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Conroe, Texas is seeking a Client Service Associate to support financial advisors and enhance client relationships. The role involves managing client account documentation, maintaining client reviews, and coordinating onboarding processes. Ideal candidates will have over five years of financial services experience, strong organizational skills, and proficiency in Microsoft Office. This is a full-time position with no supervisory responsibilities and negligible travel expected.
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