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Client Experience Specialist — Finance Onboarding & Support

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Weaver
Full Time position
Listed on 2026-03-05
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A national advisory firm is seeking a Client Service Associate to support client onboarding and ensure account management. This role includes executing financial transactions, managing client communications, and requires strong organizational skills and attention to detail. Candidates must possess at least 2 years of client service experience, excellent interpersonal skills, and proficiency in Microsoft Office Suite. This position offers a chance to join a supportive and inclusive workplace that values employee development and well-being.
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