- WTW (Dallas, TX)
- …within our Retail & Distribution 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 (Houston, TX)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... full range of service and trading needs. You will work in a...ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services… more
- WTW (Dallas, TX)
- **Description** Provide day-to-day client service and risk management assistance on assigned accounts. Work with Program Manager, Client Advocate and ACS to ... WTW Wrap Administration System + Provide status reports to client 's project teams + Participate & lead status meetings...as well as in a team setting + Customer Service Skills + Presentation, organization & critical thinking skills… 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
- Aston Carter (San Antonio, TX)
- Job Title: Client Success Associate This role is ON-SITE in San Antonio, TX! Candidates must be able to commute to the on-site location. The work schedule for ... complex customer issues, and developing data analytical reports for account reviews. You will play a pivotal role in...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is… more
- Bank of America (Georgetown, TX)
- Wealth Management Client Associate Georgetown, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (San Antonio, TX)
- Wealth Management Client Associate San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Navient (Austin, TX)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... including: + **Private student loans** - low rates, people-first service , and flexible payments. + **Student loan refinancing** -... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +… more
- JPMorgan Chase (San Antonio, TX)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare… more