Client Service Associate

What you’d do

Support financial advisors and their teams by handling client interactions, executing money movement transactions, answering account questions, and preparing account documentation. Full time role based in Houston. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• Willingness to obtain Series 7, 66 or 63/65
• Detail oriented with strong organizational skills
• Advanced Microsoft Office skills
• Client service and interpersonal skills