Caroline Young
I make financial planning smooth and stress-free for families and professionals | Client Services Associate at Concenture Wealth | Schedule a call with us 👇
- Role
- Client Services Associate at Concenture Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Caroline Young
As a Client Services Associate at Concenture Wealth Management, I serve as a key point of…
Experience
Client Services Associate
Aug 2025 — Present · Houston, TX, US
Support advisors by managing schedules, preparing meeting materials, and coordinating client communications. Process paperwork using digital tools like Schwab, maintain accurate records, and ensure compliance through quality control. Assist with onboarding to create a smooth client experience and bring a detail-oriented approach to internal collaboration.
Education
Texas A&M University
Bachelor of Business Administration - BBA
2021 — 2024
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.