Client Service Associate – Financial Advisory Support

A financial services firm in Fort Worth is seeking a Registered Client Service Associate. This role entails supporting financial advisors and clients through effective communication and administrative tasks. Candidates should possess excellent organizational skills and experience in CRM software. The ideal applicant will help manage client interactions, onboard new clients, and prepare reports while maintaining compliance with regulations. Join us in fostering a client-first culture and thriving in a dynamic team environment. #J-18808-Ljbffr