OS - CD177
Located in Tyler, TX
Pay: up to $21.00/hr
Job Full Description
Express Employment Professionals is seeking an Investment Liaison to join a local company in Tyler, TX! We are a full-service Staffing Firm where we work with companies in East Texas who have openings they are looking to fill with great talent we find for them!
Key Responsibilities:
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Serve as primary contact between clients and Advisors
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Manage onboarding and client communication
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Coordinate documentation and investment strategy follow-through
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Maintain accurate records and ensure compliance
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Support Advisors with prep and follow-ups
Qualifications:
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Strong communication and interpersonal skills
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Excellent organizational skills; ability to multitask
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High professionalism, integrity, and attention to detail
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Experience in financial services or knowledge of financial planning is a plus
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Proficiency in MS Office; CRM experience a bonus
Apply now! Or call our office at 903-592-9999!
Tyler, TX
2625
5604 Donnybrook Avenue
Tyler, TX 75703
Apply Now Email Us