- 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 ... committed to delivering exceptional client service. The Senior Client Service Associate reports...Conduct performance evaluations and provide timely feedback to staff. Client Service & Relationship Management + Serve… more
- Raymond James Financial, Inc. (Dallas, TX)
- …prospecting for new clients. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated,...Financial markets, products and industry regulations. **Skill in** * Client Relationship Management (CRM) software, or similar… more
- Capital One (Plano, TX)
- Associate Relationship Manager, Gaming & Leisure, Corporate Banking This position is for an associate relationship manager focused on developing and ... Bank's Corporate Banking division. This role supports the group manager and senior relationship managers in creating value-add pitchbooks, supporting credit… more
- Regions Bank (Houston, TX)
- …the careers section of the system. **Job Description:** At Regions, the Commercial Relationship Manager Associate serves as primary coverage support for a ... Commercial Relationship Manager or team, assisting in the cultivation of client relationships by conducting research, staying abreast of client and industry… more
- Capital One (Houston, TX)
- Senior Associate , Treasury Management Associate Aligned to one or more Commercial Banking business segments, the Treasury Management Associate (TMA) ... deposit products), along with assisting TM Sales with ongoing client relationship management activities. The goal of...and enhance Capital One's brand in the marketplace. The Associate works closely with TM Sales to understand the… more
- Truist (Houston, TX)
- …experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, ... **Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through the… more
- Cherry Bekaert (Spring, TX)
- …support the delivery of consulting and attestation services. As a Senior Associate you will help understand client needs, perform gap assessments, identify ... expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We...Cybersecurity, or Compliance teams to join us as a ** Senior Associate ** with the flexibility to sit… more
- Capital One (Plano, TX)
- …great customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service. At the Principal Associate level, ... Principal Associate , Client Services Are you looking...pod issues, risks, and other escalations are communicated to senior leadership. + Own the client experience… more
- Wells Fargo (Austin, TX)
- …Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate in Estate Services as part of Wealth and ... skills, including time and priority management. + Collaborate effectively with relationship team members, client 's advisors and other colleagues. +… more
- Grant Thornton (Dallas, TX)
- As the Corporate Tax Senior Associate , you'll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC ... The Corporate Tax Solutions Family generally has the primary tax relationship with the client , and you will help with the engagement management for multiple… more