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Financial Services Client Service / Support Specialist - Exp. Required

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Updated Apr 02, 2020
Job Description

Growing RIA wealth management firm is seeking the right person to help us take amazing care of our client base. We will only consider someone who has experience in our industry, demonstrative skills and an unblemished employment record. Bonus skill sets would include knowledge of compliance, securities transfers, securities accounts tax implications, NUA, Excel and PPT. Wealthbox, performance reporting and navigating securities custodian platforms. Must work exceeding well with our amazing clients and team members. We are a small but growing firm with a great family like culture. Your skills are highly valued but your biggest attribute will be to mesh well with your team members and work family. Please see our website where you can learn more about who we are and how we serve our clients. Just search Provident Wealth Advisors in The Woodlands.

Skills Required

Minimum 5 years experience in the RIA or Broker financial services space.
Knowledge of securities and insurance client service requirements.
MS office, CRM and other web and cloud base systems. Strong written and verbal skills.
Strong ability to work well with clients and team members. Wealth management office


Based on experience.Salary plus benefits

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Contact Information

Provident Wealth Advisors LLC

Name:  Daniel Goodwin

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