- 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 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
- 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 ... investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- Bank of America (Mckinney, TX)
- Wealth Management Client Associate McKinney, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- PNC (Houston, TX)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will… 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
- 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 ... exceptional client service . The Senior Client Service Associate reports directly...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations 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 ... financial data, and ensuring the smooth operation of our services . This role is situated within the wealth management...a Series 6 license. * Ability to provide excellent client service is a must. * Strong… more
- JPMorgan Chase (Plano, TX)
- …use of our complex treasury and cash management products and services . As a Client Service Associate within the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Associates are a trusted member...clients + Influence internal partners to recommend products and services based on knowledge of client behaviors… 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 ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Raymond James Financial, Inc. (The Woodlands, TX)
- …in 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 ... a team who cares! **Essential Duties and Responsibilities** + Services daily client inquiries over the phone...stressful situations and provide a high level of customer service in a calm and professional manner + Analyze… more
- Raymond James Financial, Inc. (Dallas, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- JPMorgan Chase (San Antonio, TX)
- …licensed with required licenses, hire will move into Private Client Investment Associate title Chase is a leading financial services firm, helping nearly ... is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private … more
- JPMorgan Chase (Plano, TX)
- …and 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 ... Financial services and/or banking industry experience + 1-3 years of client service experience 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 managing the end-to-end offboarding process of commercial and… more
- Aveanna Healthcare (Dallas, TX)
- …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... is responsible for educating clients on produces and services provided by the organization. This position will also… more
- Deluxe (Carrollton, TX)
- The Client Services Associate serves as the first point of contact when clients have escalated questions or issues to report. For assigned clients, would ... team. + Leads complex problem solving, identifying and implementing solutions for service trends, soliciting and understanding Client needs, and managing the… more
- Zions Bancorporation (Pasadena, TX)
- …are looking for a dynamic, customer-focused individual to join our team as a Part-time Client Service Associate (Teller) at our South Shaver Banking Center ... record. + Utilize knowledge of available bank products and services to expand and increase client relationships....security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service … 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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Capital One (Plano, TX)
- Associate , Client Services Treasury...be regularly worked. Charlotte, NC: $64,700 - $73,900 for Client Service Associate Plano, TX: ... + At least 1 year of experience in customer service , client services , business process...$64,700 - $73,900 for Client Service Associate Richmond, VA: $64,700 - $73,900… more
- WTW (Dallas, TX)
- …development and execution on Middle Market house accounts. The Associate Client Advocate coordinates WTW resources to provide service and placement to ... **Description** The Associate Client Advocate (ACA) is responsible...+ Designs and delivers full client presentations/proposals, client advocacy reports, client service … more