- Morgan Stanley (Dallas, TX)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Texas-Dallas* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client 's team and deeply… more
- Raymond James Financial, Inc. (Houston, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… 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 ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Zions Bancorporation (Pasadena, 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 ... 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
- Zions Bancorporation (Arlington, TX)
- …help you transform your career. Amegy Bank, here you grow. We are looking for a Client Service Associate (Teller) to provide top notch customer service ... 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
- Zions Bancorporation (Houston, TX)
- …We are currently seeking a dynamic and customer-focused individual to join our team as a 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
- Principal Financial Group (Waco, TX)
- **What You'll Do** As a ** Client Service Associate ** , you'll put your communication skills and attention to detail into action and help make a positive ... regarding special timing requests, and routine employee data, while delivering excellent client service . + Ensuring client needs are met by providing… 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
- 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 (Spring, TX)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... to ensure compliance. . Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education… more
- Banfield Pet Hospital (Cedar Park, TX)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... to ensure compliance. + Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education… 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 professional, efficient and exceptional client service (lead by example), ensuring all...use a keyboard, operate equipment and read information. + Associate is routinely exposed to a variety of pets… 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
- Robert Half Finance & Accounting (Austin, TX)
- …and our commitment to excellent customer service . They are currently seeking a Client Services Associate to join their team and help us maintain the high ... Description Job Title: Client Services Associate Company Overview: Our...service our clients expect. Job Description: As a Client Services Associate , you will be an… more
- 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 ... focused and effective. **Position Overview:** The **Registered Private Wealth Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Bank of America (Fort Worth, TX)
- Registered Wealth Management Client Associate Fort Worth, 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
- Wells Fargo (Sherman, 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 ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more