- 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
- 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
- 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
- Raymond James Financial, Inc. (El Paso, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered 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
- Zions Bancorporation (Conroe, TX)
- …grow. We're seeking a dynamic, customer-focused professional to join our team as a ** Client Service Associate (Teller)** at our **Conroe Banking Center** in ... to the bank's security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service Manager and/or Branch… more
- ADP (El Paso, TX)
- ADP is hiring an Associate Account Manager - Channel Support. This is an entry level, non-sales Hybrid role. Anticipated Start date: February 2026 + Are you ... technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your...HCM experience 2. Full Cycle payroll experience 3. Dedicated base/ Account Manager experience 4. Relationship building experience 5. Long… 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
- McKinstry (Dallas, TX)
- ** Associate Account Executive - Building Energy Efficiency** Location **TX - Dallas** Job Family **Business Development - Tech Services** Apply Now ... **The Opportunity with McKinstry** We are currently seeking an ** Associate Account Executive** to join our growing...benefits + Pet insurance + "Building Good" paid community service time + Learning and advancement opportunities via McKinstry… more
- JPMorgan Chase (Houston, 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 ... will establish, maintain, and build relationships while delivering exceptional client service . In this role you will...prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more