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Full-Time Register Client Service Associate jobs in Texas

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REGISTERED INVESTMENT ADVISOR (RIA) CLIENT SERVICE ASSOCIATE

Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...

CompanyCottonwood Capital Advisors
AddressIrving, TX
CategoryRetail
Salary$50,000 - $55,000 a year
Job typeFull-time
Date Posted 5 days ago See detail

Registered Investment Advisor (RIA) Client Service Associate

Cottonwood Capital Advisors

Irving, TX

$50,000 - $55,000 a year

Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...

5 days ago seen See more...

New Business/Client Services Associate

Fss Group

Grapevine, TX

$40,000 a year

Paid time off. Bonus opportunities. Day shift. Grapevine, TX 76051: Relocate before starting work (Required)....

a month ago seen See more...

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Top Jobs in Texas

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What companies are hiring for Full-Time Register Client Service Associate jobs in Texas?

The top companies hiring now for Full-Time Register Client Service Associate jobs are Ameriprise Financial, Oppenheimer & Co. Inc., Texas Wealth Management, Llc, Truist Bank,

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