- Citigroup (San Antonio, TX)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Morgan Stanley (Austin, TX)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Registered Client Service Associate * **Location:** *Texas-Austin* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular… more
- Morgan Stanley (Austin, TX)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Registered Client Service Associate * **Location:** *Texas-Austin* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Wells Fargo (Houston, TX)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role you will:** + Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients… more
- Atria Wealth Solutions (League City, TX)
- …non-members, and UFCU employees with financial and retirement planning services. The Associate Financial Advisor will provide investment advice by drawing upon a ... on people - not profits. We deliver fair and honest products and outstanding service , and we work collaboratively within our organization as well as our community to… more