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Wealth Management Client Service Associate

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A global financial services firm in San Antonio is seeking a Registered Client Service Associate to provide exceptional client support and administrative assistance to Financial Advisors. The ideal candidate will possess strong interpersonal and organizational skills, with relevant financial certifications. This role requires proactive engagement with clients, ensuring they receive top-notch service while managing multiple tasks in a fast-paced environment.

Opportunities for professional growth and comprehensive benefits package are included.
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Position Requirements
10+ Years work experience
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