Financial Advisory Client Support Specialist

A financial advisory practice in Lewisville, Texas, is looking for a reliable and detail-oriented individual to provide essential support to an independent advisor with daily operations and client service. The ideal candidate should possess strong organizational skills, proficiency in Microsoft Office, and excellent communication abilities. Responsibilities include maintaining client records, managing client relations during the financial planning process, and ensuring service excellence. Competitive pay and benefits are offered. #J-18808-Ljbffr