- 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… more
- JPMorgan Chase (Dallas, TX)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... establishhttps://jpmc.fa.oraclecloud.com/fscmUI/redwood/recruiting-hiring/hiring/landing?tab\_id=DetailsIding, maintaining, and building client relationships. The Client Service Associate works in… 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 (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… 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 ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … 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 ...+ Ability to create and deliver engaging presentations to senior management and stakeholders regarding KYC processes and findings.… more
- The Cigna Group (Houston, TX)
- …options for dual systems, platforms, funding types. * Provide support for designated Client Service Operations Lead team on all issues and initiatives related ... **Job Description: Client Account Support Senior Analyst** **Please...the manager. Accountable to proactively manage, respond and address client and broker inquiries through service plans… more
- SitusAMC (Austin, TX)
- …Manage and update key documents to support WFS Clients policies & procedures, service level agreements (ie, performance metrics) and client deliverables. + ... for onshore clients. + Manage time and tasks to Service Level Agreements agreed to with client ...and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent. + 5+ years… more
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate, and gift tax planning ... on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll be… more
- Wells Fargo (Austin, TX)
- …with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service , and risk management + Independently communicate with ... (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate in Estate Services as...(Word, Excel, and Outlook) skills + Experience in a client facing environment + Customer service experience… more
- Grant Thornton (Dallas, TX)
- As a Cyber Privacy & Data Protection Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by applying a ... on both a formal and informal basis to all levels of client staff + Exceptional client service and communication skills, with a demonstrated ability to… more
- Capital One (Plano, TX)
- Senior Associate , Business Onboarding - Hybrid - Plano, TX Capital One's Business Cards & Payments (BC&P) organization is committed to fueling the courageous ... our customers. We are seeking a high-energy, disciplined Onboarding Senior Associate to help onboard and ramp...experience using a CRM software such as Salesforce for client tracking and reporting **Preferred Qualifications** + 2+ years… more
- Grant Thornton (Dallas, TX)
- As the Corporate Tax Senior Associate , you'll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC ... Family generally has the primary tax relationship with the client , and you will help with the engagement management...with the engagement management for multiple clients for your service line - all with the resources, environment, and… more
- Wells Fargo (Austin, TX)
- …with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service , and risk management. + Independently communicate with ... (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo...(Word, Excel, and Outlook) skills + Experience in a client facing environment + Customer service experience… more
- Publicis Groupe (Dallas, TX)
- …and sociology, psychology, and other liberal arts disciplines. **Overview** The role of the Senior Associate , Planning is to be the day-to-day steward on media ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more
- WTW (Richardson, TX)
- …offices to the Mumbai and Manila Managers, including any recommendations for associate coaching. + Conduct regular meetings with operation leaders within each IVD, ... including Manila and Mumbai, as needed, to build and maintain relationships, resolve client issues, address client needs, and meetings with Operations Managers… more
- Grant Thornton (Dallas, TX)
- As the Tax Transformation and Automation Senior Associate , you will work with large publicly owned and private companies to evaluate existing processes and ... collaborate with team members, practice leadership, and our diverse client base as well as play a key role...feedback on their issues and translating to Grant Thornton service offerings that support their overall tax objectives; team… more
- PwC IT Services Co. (Fort Worth, TX)
- …Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior Associate **Job Description & Summary** At PwC, our people in ... user experiences. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire...work more efficiently and deliver the highest levels of service to our clients. Youll focus on managing the… more
- Capital One (Austin, TX)
- Senior Associate , Capital One Concierge, Delivery Lead - Velocity Black (Remote) This is your opportunity to join Capital One's new, luxury vertical: Velocity ... both PdMs & Tech Leads about how different components fit together. + **Organizer:** This associate should be one of the most organized on the team, so much so that… more
- SolomonEdwards (Austin, TX)
- …committed, and collaborative individuals who can help us deliver exceptional client service . For more information, visit SolomonEdwards **Position Summary:** ... **About Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial, operational, and...seeking a Financial Crimes Audit and Issue Validation - Senior Associate to join a leading US-based… more