Branch Office Administrator — Client Services & Operations

A leading financial services firm is seeking a Branch Office Administrator in McKinney, Texas. This role involves providing administrative support to financial advisors and delivering exceptional service to clients. Ideal candidates will have strong analytical and conversational skills, proficiency in tools like MoneyGuide and Salesforce, and a willingness to learn new technologies. Key responsibilities include managing client accounts and supporting marketing initiatives. Join a well-established team dedicated to client success. #J-18808-Ljbffr