- Raymond James Financial, Inc. (San Antonio, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- JPMorgan Chase (Houston, TX)
- …and delivers premier client service, JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan, you will be ... responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking … more
- JPMorgan Chase (Plano, TX)
- …regulatory requirements into opportunities for stronger client partnerships. As a Client Service Associate within the Wholesale KYC Organization (WKO), you ... Driving seamless compliance and elevating client experiences, Client Service Associates in...and ensure that processes are updated accordingly. + Audit Support : Assist in audits and reviews related to KYC… more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and ... enriching client relationships. You will serve as the primary point...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- Wells Fargo (Texarkana, 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 the career ... experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience… more
- Raymond James Financial, Inc. (Dallas, TX)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- Public Consulting Group (Austin, TX)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... Services PCG helps school districts and state agencies across the country support the delivery of health-related services by helping schools access critical Medicaid… 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 ... This position is full-time and in the office. Essential Duties and Responsibilities * Support Advisors of a growing book of business, requiring the handling of all… more
- JPMorgan Chase (Sugar Land, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support … 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 ... support to Financial Advisors and their clients. You will...will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive… more
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