Swbc
San Antonio, Texas
Client Associate (Investment Services)
24,061applications sent for our users this week
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Apply to Client Associate (Investment Services) at SwbcJob details
- Location
- San Antonio, Texas
- Work type
- Onsite
- Posted
- Jul 23, 2026
- Apply on
- swbc.wd1.myworkdayjobs.com
About this role
Associate's in business/finance or equivalent experience, 2+ years in investment sales support or client service, Texas driver's license, Series 7/63/65 and Group I insurance preferred, proficient in Microsoft Office.
What you'll do at Swbc:
- scheduling appointments
- servicing clients
- preparing reports
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