- HUB International (Austin, TX)
- **Job Title:** Client Service Associate **Comp:** $26.00-$28.00 per hour **Location** : 900 S Capital of TX Hwy, Austin, TX **Workplace Type:** Hybrid ... achieve success together, focused on the tomorrows for all. **Job purpose:** The Client Service Associate provides essential support to the Financial Advisor by… 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 ... 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
- 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
- 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
- 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
- Raymond James Financial, Inc. (El Paso, TX)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic 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
- JPMorgan Chase (Sugar Land, 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
- Capital One (Plano, TX)
- Member & Direct Loan Closing Associate Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One ... TX, Richmond, VA or Charlotte, NC. Capital One Commercial Client Operations (CCO) is looking for candidates to support...products, which include new loans, modifications and extensions. The Associate will be the primary contact and decision maker… more
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