- WTW (Dallas, TX)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… 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 ... Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- Kestra Financial (San Antonio, TX)
- … client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational ... Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play...proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with financial planning and reporting software preferred. +… more
- Woodforest National Bank (The Woodlands, TX)
- The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... Veterans. **Job:** **Corporate* **Organization:** **Texas - Houston* **Title:** *Registered Client Service Associate * **Location:** *Texas-The Woodlands* **Requisition… 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...along with a minimum of 3 years executive administrative experience ; financial services industry experience a plus… more
- JPMorgan Chase (Plano, TX)
- …solutions to your clients ? You have found the right team. As a Client Solutions Associate (CSA), you will embark on a comprehensive development program ... this role, you will align with a team of Client Solutions Specialists (CSSs) who are SMEs in delivering...our clients and prospects. By the end of your Associate journey, you will be well-equipped to deliver innovative… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... situated within the wealth management industry. Responsibilities: * Efficiently manage client transactions and money movement requests * Regularly communicate with… more
- JPMorgan Chase (Plano, TX)
- …to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you contribute ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- Santander US (Dallas, TX)
- …highest standards of client engagement with transparency and focus on the client experience . **Job Function Description** In this position, your goal is to ... CIB Client Lifecycle Management (KYC/AML), Associate Country:...in compliance processes. Education: Bachelor's Degree or equivalent work experience ; Desired but not required - ACAMS Work … more
- JPMorgan Chase (Houston, TX)
- …and delivers premier client service, JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be ... **Preferred qualifications, capabilities, and skills** + College degree or equivalent client service experience preferred + Experience with a wide array of… more