Client Service Associate - Thibodaux, LA
magnoliawealth
About this role
Broussard Wealth Management is seeking a Client Service Associate to support client engagement, administrative functions, and compliance in a wealth management setting. The role involves preparing for client meetings, assisting with online account support, and maintaining organized client records.
Skills
Qualifications
About magnoliawealth
magnoliawealth.comI can't find any clear company text or branding in the HTML you pasted — it mostly contains scripts (e.g., WP Rocket lazy-load and Gravity Forms code) and no visible page content. If you paste the visible homepage text or the site URL I can distill an accurate 3–4 sentence profile. Meanwhile, here are two likely short profiles based on the tech I see; tell me which (if either) matches the site or paste more content and I’ll refine. - WP Rocket (likely when you see "RocketLazyLoadScripts"): WP Rocket is a premium WordPress performance plugin that speeds sites via page caching, preloading, minification, lazy loading, database cleanup, and CDN integration. It emphasizes easy setup and out-of-the-box improvements for nontechnical users while offering advanced controls for developers and agencies. WP Rocket is widely used to deliver measurable page-speed gains and compatibility with popular themes, plugins, and hosting environments. - Gravity Forms (indicated by "gform"): Gravity Forms is a WordPress plugin for building advanced, customizable forms with a drag-and-drop builder, conditional logic, file uploads, multi-page forms, and payment integrations. It targets site owners and developers who need extensible form workflows and offers add-ons, hooks, and APIs for CRM, payment, and marketing integrations. Gravity Forms is known for robustness and is commonly used for lead capture, registrations, surveys, and complex form-driven processes.
About magnoliawealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for magnoliawealth.
Salary
$40k – $50k
per year
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