fwainvestHouston, TX
Financial Services Client Associate - Houston
Financial Services Client Associate - Houston
Financial Services Client Associate - Houston
fwainvestHouston, TX
today
Securities, Commodities, and Financial Services Sales AgentsFinancial Clerks, All OtherBrokerage Clerks
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)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