• Senior Client Service Account

    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
    JPMorgan Chase (12/04/25)
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  • Client Services Associate

    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 (12/08/25)
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  • Senior Client Service

    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
    Kestra Financial (09/23/25)
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  • Registered Client Service

    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. (10/09/25)
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  • Senior Client Service

    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
    Raymond James Financial, Inc. (11/15/25)
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  • Client Service Associate

    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
    Kestra Financial (11/27/25)
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  • Client Service Associate

    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 (12/07/25)
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  • Part-time Client Service

    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
    Zions Bancorporation (12/03/25)
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  • Advisor Development Program Client

    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
    Bank of America (11/18/25)
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  • Associate Client Advocate - Natural…

    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
    WTW (12/06/25)
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