- Xerox (San Antonio, TX)
- Client Associate **General Information** Press space or enter keys to toggle section visibility City New Braunfels, San Antonio State/Province Texas Country ... our innovative and forward-thinking team in the IT solutions industry as a Client Associate . Your primary mission will be to engage with existing Xerox and… more
- Wells Fargo (Austin, 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 review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- Bank of America (Galveston, TX)
- Wealth Management Client Associate Galveston, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Dallas, TX)
- Wealth Management Client Associate Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Wells Fargo (Houston, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- NTT DATA North America (Irving, TX)
- …adaptable, and forward-thinking organization, apply now. We are currently seeking a Field Services/ Client Delivery Associate Director to join our team in Irving, ... (US-TX), United States (US). As a People Leader, the Associate Director is responsible for all aspects of hiring...responsible for delivery of services to our clients and client satisfaction. They will be leading a global team… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's … 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 ... conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... situated within the wealth management industry. Responsibilities: * Efficiently manage client transactions and money movement requests * Regularly communicate with… more
- JPMorgan Chase (Houston, TX)
- …delivers premier client service, JP Morgan is the place for you! As a Client Service Associate within the Private Bank Latin America at JP Morgan you will ... be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point...for all service related needs of a Private Banking client . This will entail working in a complex team-oriented… more
- Raymond James Financial, Inc. (Boerne, TX)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. + Opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (The Woodlands, TX)
- …hard work, integrity, and a collaborative approach to each day. We are seeking a Client Service Associate with shared values to join our team. The ideal ... as part of a team. They are a lifelong learner and share our client -centric vision. We offer a competitive benefits package and an environment for professional and… more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- JPMorgan Chase (San Antonio, TX)
- …of employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within ... fully licensed with required licenses, hire will move into Private Client Investment Associate title Chase is a leading financial services firm, helping nearly… more
- Citigroup (Irving, TX)
- The Client Demarketing Associate /AVP role is an intermediate-level position within the Banking Portfolio Optimization Group (POG) team. As part of a global ... initiative to ensure a clean and risk-managed client portfolio, this role will be a responsible for...a drive to learn. **Responsibilities** + Review and validate client demarketing requests, conducting due diligence against client… more
- JPMorgan Chase (Dallas, TX)
- …broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate within JP Morgan Advisors, you will be the primary ... contact for all deposit account service-related needs of a JP Morgan Advisors client . You will be responsible for establishing, maintaining and building client … more
- JPMorgan Chase (Houston, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- Aveanna Healthcare (Dallas, TX)
- Client Relations Associate ApplyRefer a FriendBack Job Details Requisition #: 203551 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 clients on produces and services provided by the… more
- Zions Bancorporation (Spring, TX)
- …looking for a dynamic, customer-focused individual to join our team as a Part-time Client Service Associate (Teller) at our Stuebner Airline Banking Center in ... Utilize knowledge of available bank products and services to expand and increase client relationships. + Identify and address clients' needs by providing a variety… more
- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more