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Wealth Client Lead

Job in Houston, Harris County, Texas, 77246, USA
Listing for: CAPTRUST
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Services, Financial Consultant
Job Description & How to Apply Below
Position: Wealth Client Experience Lead
A financial services firm is seeking a full-time Wealth Client Management Consultant in Houston, Texas. The role involves collaborating with financial advisors to enhance client relationships, ensuring the highest service quality. Applicants should have a four-year degree and 5-7 years in client service within financial services. The position offers a supportive culture with various benefits, including a discretionary bonus, health coverage, and paid time off.
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