Client Service Specialist (Full-time)
Kings Path Partners
- Experience
- 5+ yrs
- Location
- Sugar Land, Texas, United States
- Job type
- Full-time
Required skills
- CRM
- Microsoft Office
- Microsoft 365
- Orion
- Schwab
- Fidelity
- Hubly
About the role
Bachelor's degree in business or accounting preferred; 5+ years accounting and/or paralegal experience; wealth management experience preferred; proficiency with CRM, Microsoft Office, and financial reporting tools; strong communication and organizational skills.
About Kings Path Partners
Faith-driven, independent fee-only wealth advisors serving families, business owners, retirees, and professionals.
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