Relationship Specialist

AB Global

San Antonio, Texas, US
Strong organizational skills
Detail-oriented and organized
Proficiency with microsoft office tools
This role supports the servicing and growth of insurance and non-insurance sub-advised client relationships

Job Summary

  • This role supports the servicing and growth of insurance and non-insurance sub-advised client relationships.
  • The role provides meaningful exposure to cross-functional teams, client interactions, and strategic account support.
  • Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work.

Matching Summary

This role supports the servicing and growth of insurance and non-insurance sub-advised client relationships.

Skills & Requirements

Must-have

  • Strong organizational skills
  • Detail-oriented and organized
  • Proficiency with Microsoft Office tools

Nice-to-have

  • Ability to work independently
  • Strong problem-solving abilities
  • Collaborative team environment

Key Requirements

  • Bachelor’s degree in Finance or Business
  • One to three years of relevant experience
  • FINRA Series 7 and 66 licenses encouraged

Work Rights

Not specified

Tailored Resume

Cover Letter