Client Services Associate, Financial Planning Support

A financial advisory firm in Sugar Land seeks a Client Service Associate to deliver high-quality customer service and assist financial planners. Ideal candidates will have at least 2 years of relevant experience in the financial sector, strong communication skills, and a robust understanding of finance. This position involves coordinating client meetings, supervising account activity, and ensuring compliance. The expected salary range is $50,000 – $65,000, complemented by benefits like health plans and bonuses. #J-18808-Ljbffr