Prev Next

Client Service's Team Associate

Apply Now

My Favorites

Our Woodlands office is growing and we are seeking a team associate with both skills and experience to help deliver our state of the art client experience to high net worth families and small business owners at our boutique financial, investment and tax planning firm right here in The Woodlands. 30-40 hours per week for the truly exceptional professional who may be seeking a flex type schedule. We work from home on Friday's and a custom schedule could be created for the right person. We are a fun but busy office that has a very tight nit group of 12 professionals. We don't do drama and we value our team associates input in helping us build and grow our firm. We are big on respect, personal integrity, teamwork and collaboration, while building careers that put the people on our team before the bottom line. Send us your resume and a cover letter and let us know why and how you shine along with a little bit about you and your situation. Interviews will start with a Zoom meeting and then an in office chance to get to know you. We look forward to hearing from you!

Strong skills in MS Office, Word, Power Point, Excel, CRM Systems, Web Based Applications. Must possess excellent written and spoken skills and work well with clients, team associates and both internal and external clients. Securities experience a plus. Must be comfortable speaking to and interacting with high net worth clients and the firms internal team of professionals. Professional appearance a must.

Salary Plus Benefits, Insurance, PTO