- Vaco by Highspring (Houston, TX)
- …work fully remote while contributing to a team focused on high-quality, efficient client service . Key Responsibilities Prepare and review federal and state ... Senior Tax Associate About the Role The Senior Tax ...tax guidance and ensure high-quality work. Assist in maintaining client relationships and ensuring engagement efficiency. Contribute to process… more
- National Veterinary Associates (North Richland Hills, TX)
- …always been to assemble a veterinary health care team committed to providing exceptional client service and veterinary health care. The Family Pet Clinic of ... NVA is seeking an Associate Veterinarian for Family Pet Clinic of Richland...your way. Make your medical decisions appropriate for each client . Ability to pursue your own medical interests, including… more
- CHRISTUS Health (Jasper, TX)
- …medications as outlined by hospital policy and procedure. Responsibilities: Appraises client 's status and situation at hand, contributing to a comprehensive ... prevent or detect unauthorized disclosure of Protected Health Information (PHI). Associate timely completes all required educational assignments. Seeks out new… 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… more
- Public Consulting Group (Austin, TX)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for ... Analyst, and Regional Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is responsible for the day-to-day… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial & Investment Bank and become an integral part of our clients' success stories. As the ... a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within our Commercial & Investment Bank, you will play… more
- Raymond James Financial, Inc. (Fort Worth, 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
- JPMorgan Chase (Houston, TX)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan, you will be ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- Raymond James Financial, Inc. (San Antonio, 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
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- Raymond James Financial, Inc. (Dallas, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- JPMorgan Chase (Plano, TX)
- …regulatory requirements into opportunities for stronger client partnerships. As a Client Service Associate within the Wholesale KYC Organization (WKO), ... Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- Zions Bancorporation (Houston, TX)
- …We're seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **Memorial City Banking ... 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 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 (Houston, TX)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all...other job duties as assigned. THE FIVE PRINCIPLES Every associate including the Shift Lead has an important contribution… more
- Banfield Pet Hospital (Dallas, TX)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... being a member of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- Bank of America (Houston, TX)
- Advisor Development Program Client Associate : Houston, TX Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... Client - Associate --Houston--TX\_25042617) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a leading… more
