- JPMorgan Chase (Plano, TX)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with Financial… more
- Morgan Stanley (Dallas, TX)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Texas-Dallas* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Fort Worth, TX)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Texas-Fort ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Zions Bancorporation (Plano, TX)
- …currently seeking a dynamic and customer-focused individual to join our team as a Part-time Client Service Associate (Teller) to service our clients and ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...and client information. + Meet with Branch Service Manager and/or Branch Manager daily to discuss progress… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senor Associates are a trusted member of the client 's team and… more
- Truist (Dallas, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- Banfield Pet Hospital (Plano, TX)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about Optimum… more
- Banfield Pet Hospital (Lewisville, TX)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement, and maximum productivity. . Helping ... a member of the team. . Providing professional, efficient, and exceptional client service (lead by example), ensuring all associates do the same, including … more
- WTW (Dallas, TX)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... The Associate Client Advocate (ACA) client...The Associate Client Advocate (ACA) client -facing functions utilizing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Wells Fargo (Frisco, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Neuberger Berman (Dallas, TX)
- …$2B in assets under management. The Client Associate enhances the client experience by assisting with the service , maintenance and growth of the team's ... **Summary:** The Client Associate will provide comprehensive operational...daily activities of operational support team and facilitate all client service needs. + Act as a… more
- WTW (Dallas, TX)
- …providing strategic relationship management and consultative services to clients. The Senior Associate will work within the Individual Marketplace service line ... actuaries, and other client -facing associates to ensure client satisfaction. The Senior Associate must be...issues to incorporate into wider solutions + Consult on service , communications, and funding strategies to various levels of… more
- JPMorgan Chase (Plano, TX)
- …expertise in this area to provide support and guidance to the front office, client service , and other cross-functional partners that our team supports. **Job ... services with straight through processing and accepting or rejecting client service requests. + Foster a culture...+ FINRA Series 7 and 24 licenses required for Associate role. + 5+ years of experience in financial… more
- Bank of America (Flower Mound, TX)
- Wealth Management Client Associate Flower Mound, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Frisco, TX)
- Registered Wealth Management Client Associate Frisco, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- KPMG (Dallas, TX)
- … models to support a consistent high level customer experience, and ensure pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Associate **Requisition Number:**...our Japanese and Korean bilingual staff + Maintain a service focus centered on supporting Japanese and Korean headquartered… more
- Publicis Groupe (Irving, TX)
- **Company Description** **Job Description** **How You'll Make an Impact** As a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental in ... satisfaction. **What You'll Achieve** In the role of Senior Client Associate for the Travel Vertical at...internal teams and clients to ensure seamless communication and service delivery. + **Revenue Growth:** Drive revenue growth from… more
- JPMorgan Chase (Dallas, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- Aveanna (Dallas, TX)
- Client Relations Associate ApplyRefer a FriendBack Job Details Requisition #: 195676 Location: Dallas, TX 75201 Category: Client Services Salary: $19.23 - ... $21.63 per hour Position Details Position Overview The Client Relations Associate is responsible for educating...Essential Job Functions Make outbound calls to clients Coordinate service or product delivery with local teams Supporting the… more