- JPMorgan Chase (Houston, TX)
- …love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for ... of large corporate or financial institution clients. As a Client Service Account Manager within...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… 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 ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… 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 ... exceptional client service . The Senior Client Service Associate reports directly...of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… 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
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...environment. * High School Diploma or Associate 's degree required * Previous experience in financial services a… more
- Zions Bancorporation (Magnolia, TX)
- …grow. We're seeking a dynamic, customer-focused professional to join our team as a ** Client Service Associate (Teller)** at our **Magnolia Banking Center** ... love to connect with you! **Key Responsibilities:** + Provide full- service banking services by accurately processing all...record. + Utilize knowledge of available bank products and services to expand and increase client relationships.… more
- Zions Bancorporation (La Porte, TX)
- …currently seeking a dynamic and customer-focused individual to join our team as a **Part-time Client Service Associate (Teller)** to service our clients ... an acceptable balancing record. + Utilize knowledge of available bank products and services to expand and increase client relationships. + Identify and address… more
- Bank of America (The Woodlands, TX)
- Advisor Development Program Client Associate : Greater Houston, TX The Woodlands, Texas **To proceed with your application, you must be at least 18 years of ... Client - Associate --Greater-Houston--TX\_25045765) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a… more
- WTW (Houston, TX)
- …within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more