2.0Mar 6, 2024Senior client service associateCurrent employee, more than 3 yearsHouston, TXRecommendCEO approvalBusiness OutlookProsPrimarily remote, good 401k matchConsLittle to no career growth opportunitiesShow more
5.0Jul 1, 2026Client service representativeCurrent employee, less than 1 yearHouston, TXRecommendCEO approvalBusiness OutlookProsGreat culture and work life balance Promote from withinConsIntense amount of information during trainingShow moreHelpfulShare
5.0Jun 29, 2026Senior portfolio specialistCurrent employee, more than 8 yearsHouston, TXRecommendCEO approvalBusiness OutlookProsGreat opportunity to learn from some of the brightest minds in the industry. Lots of grunt work to build a solid foundation and understanding of multi-asset investing.ConsNo clear career path and opportunities for growth.Show moreHelpfulShare