- Wells Fargo (Frisco, 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
- Publicis Groupe (Irving, TX)
- **Company Description** **Job Description** **How You'll Make an Impact** As a Client Associate 2 in Epsilon's Travel Vertical, you will play a crucial role in ... leading to significant revenue growth for Epsilon. **What You'll Achieve** As a Client Associate 2 in Epsilon's Travel Vertical, you will play a pivotal role in… more
- Neuberger Berman (Dallas, TX)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under ... management. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of the team's high net worth book of… more
- Bank of America (Frisco, TX)
- Registered Wealth Management Client Associate Frisco, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Flower Mound, TX)
- Wealth Management Client Associate Flower Mound, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Publicis Groupe (Irving, TX)
- **Company Description** **Job Description** **How You'll Make an Impact** As a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental in ... and client satisfaction. **What You'll Achieve** In the role of Senior Client Associate for the Travel Vertical at Epsilon, your primary objective will be to… more
- JPMorgan Chase (Dallas, 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
- 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 ... conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and… more
- JPMorgan Chase (Plano, 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 is ... responsible for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with… more
- Morgan Stanley (Dallas, TX)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Texas-Dallas* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- Morgan Stanley (Fort Worth, TX)
- …**Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Texas-Fort Worth* **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
- Aveanna (Dallas, TX)
- Client Relations Associate ApplyRefer a FriendBack Job Details Requisition #: 195676 Location: Dallas, TX 75201 Category: Client Services Salary: $19.23 - ... $21.63 per hour Position Details Position Overview The Client Relations Associate is responsible for educating clients on produces and services provided by the… more
- Zions Bancorporation (Plano, TX)
- …seeking a dynamic and customer-focused individual to join our team as a Part-time Client Service Associate (Teller) to service our clients and customers at our ... Utilize knowledge of available bank products and services to expand and increase client relationships. + Identify and address clients' needs by providing a variety… more
- Guardian Life (Plano, TX)
- The Client Manager Associate , Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing ... ambassador to the business and always use best practices. The Client Manager Associate is directly and/or indirectly accountable for activities associated with… more
- Randstad US (Irving, TX)
- hybrid client services associate . + irving , texas + posted september 4, 2024 **job details** summary + $18 - $18.50 per hour + temp to perm + high school + ... opportunity currently available in Irving, TX We are looking for experienced Client Service Representatives to join this team! This position has permanent potential… more
- JPMorgan Chase (Plano, TX)
- …to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you contribute ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- KPMG (Dallas, TX)
- **Business Title:** Global Executive & Private Client Group (GEPC) Associate **Requisition Number:** 112750 - 87 **Function:** Tax Services **Area of Interest:** ... as a firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services… more
- WTW (Dallas, TX)
- …associates including consultants, actuaries, and other client -facing associates to ensure client satisfaction. The Senior Associate must be a subject matter ... Mid-level position within WTW's Via Benefits client management team providing strategic relationship management and consultative services to clients. The Senior … more
- Truist (Dallas, 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
- Banfield Pet Hospital (Flower Mound, TX)
- Opening Statement The Client Care Associate 's primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web ... of Mars, Inc. within self and team. . Resolve client problems by determining the cause of the issue,...where pets are present. Experience, Education and/or Training: . Associate 's degree preferred, or the equivalent combination of education,… more