Financial Services Operations & Client Service Associate

Descripción del puesto

Job Description Job Description Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households whose financial lives have grown complex enough that real coordination matters. About half of the work is direct client service — building relationships with the people we serve, helping them navigate everyday account questions, and being the steady voice on the phone…