- Wells Fargo (Houston, 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 (Houston, TX)
- Wealth Management Client Associate Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- JPMorgan Chase (Houston, 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 ... will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive... service. In this role you will have extensive client contact and will be involved in all activities… more
- Morgan Stanley (Houston, TX)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Texas-Houston* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… more
- Raymond James Financial, Inc. (Houston, 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
- Zions Bancorporation (Houston, 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 (Houston, TX)
- …you transform your career. Amegy Bank, here you grow. We are looking for a Float Client Service Associate (Float Teller - 40 hours) to provide top notch customer ... 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
- 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
- Publicis Groupe (Houston, TX)
- …(PS), a global leader in Digital Business Transformation (DBT), is looking for an Associate Client Partner with a demonstrated track record of results to join ... PS GTM offerings and solutions, brand and network building, cross- client line of businesses, and industry trends + Cross-sell...virtual team of experts to match our offerings to Client priorities + Contribute to Global Client … more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Houston, 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
- Banfield Pet Hospital (Spring, TX)
- …the hospital and ensure the highest quality of veterinary care, exceptional client service, associate engagement and maximum productivity of the veterinary ... ensure compliance. . Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about… more
- Banfield Pet Hospital (Houston, TX)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service, associate engagement and maximum productivity. + Provide ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical...use a keyboard, operate equipment and read information. + Associate is routinely exposed to a variety of pets… more
- Bank of America (Houston, TX)
- …leaders to develop and lead strategic priorities and OPEX efforts to better the client and associate experience. Regularly inspects accuracy of sales data and ... talent for recruiting as needed. Responsible for overseeing direct client calling (in person and video) and positioning of...quality of client connections. Risk management oversight. * Effectively manages competing… more
- Banfield Pet Hospital (Houston, TX)
- …the hospital and ensure the highest quality of veterinary care, exceptional client service, associate engagement and maximum productivity of the veterinary ... medical team. The Practice Man ager , in partnership with the Chief of Staff (COS), e nsure s good communication with clients, associates, field leadership, Central Team Support, and PetSmart , and p artner s with the PetSmart Store Director, Salon Manager,… more
- DLA Piper (Houston, TX)
- …day look like? As an IP Docketing Specialist, you will review USPTO, foreign associate , client and internal correspondence, and trademark files in order to enter ... and credited to the firm. You will inform accounting of the appropriate client /matter numbers to apply to for accurate billing. Additionally, you will generate,… more
- Ethos Veterinary Health (Houston, TX)
- …pet services and supplies, and much more. It is the responsibility of the Surgery Client Patient Coordinator Lead to be a positive role model for the Client ... Patient Coordinators. They will perform all aspects of the Client Patient Coordinator role while providing support to the Neurology, Surgery and Orthopedics … more
- The Cigna Group (Houston, TX)
- …to come into the local Cigna office 2-3 days per week._** The Sales Client Account Support Senior Analyst role provides professional input to Client Services ... assigned by the manager. Accountable to proactively manage, respond and address client and broker inquiries through service plans to facilitate results attainment… more
- Bank of America (Houston, TX)
- Commercial Associate - Business Banking Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... **Job Summary:** Bank of America is seeking a Commercial Associate for our Business Banking team in Houston, TX....are focused around working with Relationship Managers and their client teams to help deliver the financial services/products and… more
- Banfield Pet Hospital (Houston, TX)
- Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more