- Towne Park (San Antonio, TX)
- …responsible for account performance in financial management, guest satisfaction, and client satisfaction and business development objectives. The Senior Account ... seasonal variances in business to ensure proper staffing levels. Understands the client 's service standards and effectively integrates Towne Park's standards to… more
- Principal Financial Group (Austin, TX)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
- Genius Road (Austin, TX)
- Associate Business Analyst/Administrator - Planview Contract - 12-18 months Location - Austin, TX (Hybrid) *MUST BE LOCAL TO AUSTIN Our client needs a Junior ... Planview Business Analyst/Administrator to assist senior staff and ensure strong collaboration through to the PMO. The ideal candidate will be responsible for… more
- CyrusOne (Richardson, TX)
- Under the direction of the Senior Facility Manager this role works as a team member in an Operations & Maintenance organization that provides a variety of O&M ... services within a 24/7/365 environment. Provides duties with constant...(and other duties as assigned):** + Responsible to the Sr . Facility Manager for effectively completing assigned tasks in… more
- CyrusOne (Richardson, TX)
- Under the direction of the Sr Facility Manager this role works as a team member in an Operations & Maintenance organization that provides a variety of O&M ... services within a 24/7/365 environment. Provides duties with constant...& Maintenance environment. **Responsibilities** **:** + Responsible to the Sr . Facility Manager for effectively completing assigned tasks in… more
- 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 ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- JPMorgan Chase (Dallas, TX)
- …operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be ... Client Executives). You will participate in the Banking Associate program, which is designed for progression of job...career within the firm and ability to pursue more senior roles within Commercial Real Estate such as a… more
- JPMorgan Chase (Austin, 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 ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… 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 ... delivering exceptional client service . The Senior Client Service Associate...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Public Consulting Group (Austin, TX)
- …serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr . Client Service Associate - Progress Track is ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...Regional Teams to drive adoption, satisfaction, and impact. The Sr . Client Service Associate… more
- Raymond James Financial, Inc. (Dallas, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...the financial advisors and branch office. * Opens new client accounts, researches client and security information… more
- Citigroup (San Antonio, TX)
- …transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) ... service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for...timely feedback to senior management to identify client pain points and barriers to exceptional service… 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, ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… 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 ...KYC, AML compliance, or related fields within the financial services industry. + Familiarity with regulatory requirements and best… more
- JPMorgan Chase (Plano, TX)
- …to make a meaningful impact in the ever-evolving world of commercial banking. As a Client Sr Service Associate within our Commercial & Investment ... Step into the role of a Client Service Associate within...and skills** + Engage in strategic planning to align client services with organizational goals and … more
- S&P Global (Dallas, TX)
- …Team:** Our S&P Market Intelligence team is seeking an experienced and motivated associate to facilitate the daily management of client deliverables within the ... be responsible for managing client inquiries and client support for the Compliance Services outsourcing...satisfaction. Finally, this employee will partner directly with our Service Delivery Managers and other Account Specialists to drive… more
- JPMorgan Chase (Plano, TX)
- …the use of our complex treasury and cash management products and services . As a Client Service Senior Associate in the Commercial Bank, you will ... client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the...clients + Influence internal partners to recommend products and services based on knowledge of client behaviors… more
- WTW (Austin, TX)
- **Description** As a Health and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and ... the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as...for clients + Proactively advising clients and providing superior client service + Contributing to the creation… more
- Citigroup (San Antonio, TX)
- The Registered National Investor Center Account Opening Associate is a Client Service and Sales support position, fully responsible for servicing and ... timely feedback to senior management to identify client pain points and barriers to exceptional service...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
