- Bank of America (Dallas, TX)
- Registered Private Wealth Client Associate Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... resilient, results focused and effective. **Position Overview:** The **Registered Private Wealth Client Associate ** role is a sales support position, typically… more
- Bank of America (Dallas, TX)
- Registered Wealth Management Client Associate Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… 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
- JPMorgan Chase (Plano, TX)
- …the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client ... located in the United States and across the globe. Client Service Associates are a trusted member of the... Service Associates are a trusted member of the client 's team and deeply connected to deliver the growth… more
- Raymond James Financial, Inc. (Frisco, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- JPMorgan Chase (Dallas, 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
- Zions Bancorporation (Dallas, TX)
- …transform your career. Amegy Bank, here you grow. We are looking for a Part-time Client Service Associate (Teller) to provide top notch customer service to our ... available bank products and services to expand and increase client relationships + Identify and address clients' needs by...laws, regulations, and bank policies and procedures + Resolve client concerns through direct personal action or referral to… more
- Zions Bancorporation (Arlington, TX)
- …you transform your career. Amegy Bank, here you grow. We are looking for a Client Service Associate (Teller) to provide top notch customer service to our clients ... available bank products and services to expand and increase client relationships + Identify and address clients' needs by...laws, regulations, and bank policies and procedures + Resolve client concerns through direct personal action or referral to… more
- Zions Bancorporation (Dallas, TX)
- …currently seeking a dynamic and customer-focused individual to join our team as a Client Service Associate (Teller) to service our clients and customers at our ... Utilize knowledge of available bank products and services to expand and increase client relationships. + Identify and address clients' needs by providing a variety… more
- Guardian Life (Plano, TX)
- The Client Manager Associate , Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing ... ambassador to the business and always use best practices. The Client Manager Associate is directly and/or indirectly accountable for activities associated with… more
- JPMorgan Chase (Plano, TX)
- …help expand your knowledge, skills, and abilities. You have found the right team. As a Client Tax Associate II in the Merchant Services team, you will be part of ... a team working closely with the business to design, build and operate tax technology processes. You will assist the Tax Manager and other team members to monitor compliance with domestic and international Sales, Goods and Services Tax (GST), Value-Added Tax… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** The CS&S Client Technical Support Associate responds to escalated technical inquiries from internal and external clients regarding online ... providing a means for further escalation if necessary. Additionally, we support Client Support and Protection typically related to online access attempts via our… more
- JPMorgan Chase (Plano, TX)
- Own our Client 's Onboarding experience end to end! The Chase Connect Solutions Client Onboarding Specialist role is unique within the Commercial Bank Treasury ... project manager, you are responsible for all facets of client onboarding, from documentation on through delivery of product...delivery of product training. As a Chase Connect Onboarding Associate within the Commercial Bank you will own all… more
- Publicis Groupe (Irving, TX)
- **Company Description** **Job Description** The Senior Client Associate 1 is a sales position responsible for account relationship revenue generation within the ... The responsibilities focus on identifying, developing, and presenting value-driven, client -centric marketing solutions that leverage Epsilon's premier data assets… more
- Banfield Pet Hospital (Flower Mound, TX)
- Opening Statement The Client Care Associate 's primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web ... of Mars, Inc. within self and team. . Resolve client problems by determining the cause of the issue,...where pets are present. Experience, Education and/or Training: . Associate 's degree preferred, or the equivalent combination of education,… more
- JPMorgan Chase (Plano, TX)
- …implementations for JP Morgan Chase Clients from around the world. As an International Client Onboarding Associate within the Commercial Bank, you will lead a ... Own our Client 's Onboarding experience end to end! Use your...and services for our non-US based clients. Partner with client and internal stake holders to help provide a… more
- HUB International (Dallas, TX)
- …as well as supporting the day-to-day relationships and participating in or conducting client meetings. The Associate Advisor position will be responsible for ... best and most competent professional team. **Role Summary:** This Associate Advisor will have the unique role of providing...will have the unique role of providing technical and client relationship management support to seasoned members of the… more
- SitusAMC (Dallas, TX)
- …and development and believes in providing career opportunities to all its employees. Our client is looking for an Associate , Data Governance, for their Dallas ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...be hired through SitusAMC. The main function of the Associate , Data Governance role, is to support the Investment… more
- JPMorgan Chase (Plano, TX)
- …success of the team and department. **Job Summary:** As an Inquiry Management Associate I in Client Billing Operations, you will provide proactive, consultative ... in a fast-paced environment, join our dynamic team as an Inquiry Management Associate . Here you'll play a pivotal role in ensuring accurate detailed billing… more
- Avenue5 Residential, LLC (Dallas, TX)
- …client and company's business objectives to ensure maximization and satisfaction of client accounts + Responsible for full associate life cycle including ... direction for existing complex portfolio clients and partners to maximize client satisfaction. This role is responsible for growing assigned properties within… more