- 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)
- Registered Wealth Management Client Associate Houston, 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
- 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
- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will be based ... in Houston, TX. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and… 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 (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 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)
- …best for our customers, our communities and our employees. We are looking for a Client Relationship Associate to join our Commercial RE team in Houston, TX . ... to inquiries in a timely manner. + Ability to process, audit and review client information. + Good problem resolution skills. + Ability to create and pull reports.… 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
- Insight Global (Houston, TX)
- …Associate position in Carrollton, TX for a top Oil and Gas services client . As an Administrative Associate , your responsibilities will include scanning and ... processing documentation, proof reading, operating internal online system, and other administrative task. Were seeking an enthusiastic individual who is excited about the opportunity to grow with the company and contribute to a collaborative and supportive… 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 ... 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
- Compass Group, North America (Houston, TX)
- …+ Communication skills both written and verbal and ability to communicate with management, client , customer and associate levels. + The ability to multi-task and ... and regulations. Key Responsibilities: + Ensures optimal customer service and client satisfaction + Provides cost effective management that meets and exceeds… 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
- 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
- Elevance Health (Houston, TX)
- …or ask you for payment as part of consideration for employment. **Director of Client Management, Health Plans** + Job Family: SLS > Sales Operations + Type: Full ... radiology, cardiology and oncology. We're seeking a highly effective **Director of Client Management** to join our Medical Benefit Management business. You'll be… more
- Banfield Pet Hospital (Magnolia, 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