- 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
- HUB International (Austin, TX)
- …and building success by developing relationships with others **Job purpose:** The Client Service Associate provides essential support to the Financial Advisor ... schedules, and supporting both the advisor and clients, the Client Service Associate plays a critical role...of new clients by preparing and submitting all required documentation , including applications, disclosures, and account forms + Manage… 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. (Dallas, 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
- WTW (Dallas, TX)
- **Description** As a Senior Associate , you will be the primary point of contact for your clients, building strong relationships and understanding their compensation ... collaborating with internal teams to deliver tailored solutions. You'll also monitor client success metrics, share insights with product and research teams, and stay… 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
- Citigroup (Irving, TX)
- The Client Risk & Compliance Demarketing Associate /AVP/VP is an intermediate-level position within the Banking Portfolio Optimization Group (POG) team. This role ... the Citi's commitment to maintaining a clean, compliant and well governed client portfolio. The successful candidate will be responsible for managing offboarding… more
- JPMorgan Chase (Houston, 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
- Siemens (Austin, TX)
- Job Family: Software Req ID: 449722 Senior Client Architect We are seeking an experienced and detail-oriented Client Architecture Engineer to join our Technology ... role is integral to ensuring the seamless integration and management of both client and server environments in support of software development operations for Siemens… more
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