About this role
Licensed Client Associate at Swbc. Location: San Antonio, Texas, United States. Role: serving clients, placing trades, solicits sales Requirements: Assist Financial Advisors with servicing clients, processing trades, and sales support. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Excel, PowerPoint, Word, Access Certifications: series 7, series 63, group i, texas driver’s Commitment: Full Time Workplace: Onsite Languages: English