- 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 ... servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager within the (X) team, you will support a… more
- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… 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)
- …excellence 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)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... crucial support to the financial advisors and branch office. * Opens new client accounts, researches client and security information and tracks daily contacts… more
- Raymond James Financial, Inc. (San Antonio, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… 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 ... and compliance * Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and competing priorities daily in… more
- FREEMAN (Grand Prairie, TX)
- …tracking client purchase order requisitions, invoicing, and maintaining files and client communications. * Prepare account service -related documents such ... action, and build trust-all around the world. **Summary** The Associate Account Manager is a liaison on...appropriate. * Assist Account Management Team and Account owners with managing and processing client … more
- Truist (Fort Worth, TX)
- …internal and bank leads. Use product and industry knowledge to identify existing client , account , and product attributes that present sales potential. 7. Provide ... client . These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks. 12.… more
- Zions Bancorporation (Dickinson, TX)
- …grow. We're seeking a dynamic, customer-focused professional to join our team as a ** Client Service Associate (Teller)** at our **Dickinson Banking Center** ... to the bank's security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service Manager and/or Branch… more