Brokerage Registered Client Service Associate - Westlake, Texas

Provide day-to-day servicing and operational support for Financial Advisors and their clients. Assist with client appointments and administrative coordination, support trading and transaction processing, respond to market and order questions, and handle corporate actions. Help drive sales opportunities by contacting potential investment clients using internal and bank leads, while maintaining accurate client records and risk controls. Work in an in-office, Monday–Friday environment.