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Client Services Associate - Salary Plus Benefits

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Updated Jul 20, 2024
Job Description

Growing financial firm in The Woodlands. We have a great salary and benefits package and work in a drama free office with a like minded team professionals. We serve a high net worth client base and as such we look to hire top talent who can assist with account opening, money transfers, financial reporting, data submissions, client requests for account information, paraplanning, wire and ACH transfers. Industry experience is not required as we prefer to train the right candidate for the roles and responsibilities that are required for this position. Please send your resume as an attachment and a cover note about what motivated you to apply for this position. We begin our process with a short Zoom introduction to see if an in office interview makes sense.

Skills Required

MS Office, and various cloud based solutions. Prefer a candidate strong with Excel, Word and Power Point. Strong with the written and spoken word. Good employment history required. Comfortable with CRM and Workflows. Background check.


Salary Plus Benefits, Insurance, PTO

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Contact Information

Provident Wealth Advisors LLC

Name:  Daniel Goodwin

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