- 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 ... handling of all administrative functions for the office. * Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and… more
- Principal Financial Group (Waco, TX)
- **What You'll Do** As a ** Client Service Associate ** , you'll put your communication skills and attention to detail into action and help make a positive impact ... expectations. **Your day will be filled with:** + Collaborating with client facing roles, and communicating effectively with internal clients regarding special… 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 ... Description Join a dynamic team in supporting customer success by managing client accounts, resolving complex customer issues, and developing data analytical reports… more
- JPMorgan Chase (Plano, 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 Advisors… more
- Zions Bancorporation (League City, TX)
- …are looking for a dynamic, customer-focused individual to join our team as a ** Client Service Associate (Teller)** at our **South Shore Banking Center** in ... Utilize knowledge of available bank products and services to expand and increase client relationships. + Identify and address clients' needs by providing a variety… more
- Zions Bancorporation (Bacliff, TX)
- …a dynamic, customer-focused individual to join our team as a **Part-time Client Service Associate (Teller) - Trilingual (Spanish/Vietnamese/English)** at our ... Utilize knowledge of available bank products and services to expand and increase client relationships. + Identify and address clients' needs by providing a variety… more
- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- Zions Bancorporation (Dallas, TX)
- …best for our customers, our communities, and our employees. We're looking for a ** Client Relationship Associate ** to join our **Commercial Real Estate (CRE** ) ... to inquiries in a timely manner. + Ability to process, audit and review client information. + Strong problem resolution skills. + Ability to create and pull reports.… more
- WTW (Houston, TX)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Advocate within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client… more
- WTW (Houston, TX)
- …business performance. Together, we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing functions utilizing the ... Logistics + Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client … more