Financial Services Client Associate – Houston

Fwainvest; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Paid time off including vacation and sick leave

Retirement savings plan

Job summary

Fwainvest is seeking a dynamic Registered Client Service Associate to support Financial Advisors and provide high-quality administrative assistance. With over 60 years in the industry, we value effective communication and organizational skills in a fast-paced environment.

The role includes onboarding clients, managing accounts, and preparing financial materials. A high school diploma and securities industry experience are preferred. Join us to develop your career!

Qualifications

• One or more years of experience in the securities industry or related work.
• Strong knowledge of investment concepts and trading terminology.
• Effective communication skills on multiple platforms.

Responsibilities

• Serve as the first contact for daily client interactions.
• Onboard new clients and manage their accounts.
• Prepare financial reports for client meetings.

Skills

Effective communication across platforms

Organizational skills

Client relationship management software

Financial market knowledge

Education

High School Diploma

Tools

Excel

CRM software

Job description

Fwainvest is seeking a dynamic Registered Client Service Associate to support Financial Advisors and provide high-quality administrative assistance. With over 60 years in the industry, we value effective communication and organizational skills in a fast-paced environment.

The role includes onboarding clients, managing accounts, and preparing financial materials. A high school diploma and securities industry experience are preferred. Join us to develop your career!