- 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 ... to delivering exceptional client service. The Senior Client Service Associate reports directly to the...product details and pricing inquiries. + Ensure that all documentation and record-keeping meet compliance and regulatory standards. +… 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 ... conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and… more
- Zions Bancorporation (Houston, TX)
- …inquiries promptly and professionally. + Skilled in reviewing, processing, and auditing client documentation and financial information. + Strong analytical and ... Amegy Bank-Here, you grow. We're seeking a motivated and client -focused Client Relationship Associate to...documents to ensure they meet the bank's compliance and documentation standards. + Open and close accounts, update signer… more
- Raymond James Financial, Inc. (El Paso, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing.… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and… 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 ... handling of all administrative functions for the office. * Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and… more
- JPMorgan Chase (Richardson, 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
- Caris Life Sciences (Irving, TX)
- …bigger than yourself, Caris is where your impact begins.** **Position Summary** Our Client Billing Associates are responsible for charge entry on specific client ... and respond to inquiries regarding billing issues and problems. + Send monthly client statements based on client preferences. + Research credit balances. +… more
- Citigroup (Irving, TX)
- …as required. **Responsibilities:** + This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the ... solid understanding of industry and business standards and practices of loan documentation processes + Deals with most loan-related problems independently and has… more
- Huron Consulting Group (Dallas, TX)
- …and the identification for the "so-what's" therein, and to creating compelling client -ready presentations. Additionally, the Sr. Associate will focus on ... you are now and create your future. Senior Associates play an integral client -facing project or work-stream leadership role. While activities vary based on project… more
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