- Wells Fargo (Corpus Christi, 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:** 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
- Wells Fargo (Beaumont, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- HUB International (Austin, TX)
- …in part due to our industry leading success in mergers and acquisitions The Client Service Associate is a critical part of the HUB Investment Partners ... one of the first associates a client connects with, the client service associate is instrumental in making sure clients have a positive experience that… 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
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... situated within the wealth management industry. Responsibilities: * Efficiently manage client transactions and money movement requests * Regularly communicate with… more
- Morgan Stanley (Houston, TX)
- …**Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Texas-Houston* **Requisition ID:** ... *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
- JPMorgan Chase (Plano, TX)
- …the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client ... located in the United States and across the globe. Client Service Associates are a trusted member of the... Service Associates are a trusted member of the client 's team and deeply connected to deliver the growth… more
- Morgan Stanley (San Antonio, TX)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Texas-San Antonio* ... *POSITION SUMMARY* 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
- JPMorgan Chase (Plano, TX)
- …delivers premier client service, JP Morgan is the place for you! As a Digital Client Service Associate within the US Private Bank at JP Morgan you will be ... clients. You will work in a team-oriented environment with Bankers, Client Service Associates, various Product Partners, and Operations teams to deliver… 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 provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- JPMorgan Chase (San Antonio, TX)
- …of employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within ... fully licensed with required licenses, hire will move into Private Client Investment Associate title Chase is a leading financial services firm, helping nearly… more
- Guardian Life (Plano, TX)
- Job Description The Client Manager Associate , Premier Market will assume overall responsibility for leading a client book of business in the 2-99 life space. ... the individual to be an ambassador to the business! The Client Manager Associate is directly and/or indirectly accountable for activities associated with… more
- Comerica (Dallas, TX)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple Financial ... below. * Assists with the opening and maintenance of client accounts and records. * Ensure completion of all...accurate, timely and courteous responses to clients. * Organize client files and set up systems to assist Financial… 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 (Houston, TX)
- …currently seeking a dynamic and customer-focused individual to join our team as a 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
- Zions Bancorporation (Houston, TX)
- …We are looking for a dynamic, customer-focused individual to join our team as a Client Service Associate (Teller) at our Amegy Tower Banking Center in Houston, ... 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
- NCR VOYIX (San Antonio, TX)
- …best-known brands around the world to your local favorite around the corner. The Client Training Associate is a specialist role within the Hospitality Field ... Deployments team performing duties including client trainings, installations, go live support, and on-site troubleshooting. This role requires basic knowledge of POS… more
- WTW (Houston, TX)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Advocate within our Global Natural Resources Industry Vertical Divisions (IVD). The Associate Client Advocate (ACA) owns client service activities and … more