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Fwainvest is seeking a dynamic Registered Client Service Associate to support Financial Advisors and provide high-quality administrative assistance. With over 60 years in the industry, we value effective communication and organizational skills in a fast-paced environment. The role includes onboarding clients, managing accounts, and preparing financial materials. A high school diploma and securities industry experience are preferred. Join us to develop your career!

Also on the board Same function, level within a rung

Level

Junior

Location

Houston, TX

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

today

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