- WTW (Richardson, TX)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... our Global Natural Resources 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
- 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
- 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
- IBM (Austin, TX)
- …our AskHR HR transformation, which we call our "HR Client Zero Story". As the HR Client Zero COC Associate , you will tell the HR Client Zero story to ... **Introduction** BM Consulting is seeking a HR Client Zero Talent COC Strategy Practitioner within the...clients can design, build and implement their own "AskHR" experience . **Your role and responsibilities** Provide junior support on… more
- Wells Fargo (San Antonio, TX)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... prior experience , you anticipate and proactively seek resolutions to client and business-related issues + Demonstrate seasoned judgment by handling complex… 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 ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...+ Provide a high level of customer service. **Education/Previous Experience ** + High School Diploma or equivalent and one… more
- Raymond James Financial, Inc. (San Antonio, 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 ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Navient (Austin, TX)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +...resolution. **About You:** + At least 1 year of experience in customer service, sales, or collections; strong verbal… more
- Bank of America (Dallas, TX)
- Registered Wealth Management Client Associate Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client … more
- JPMorgan Chase (Houston, TX)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... **Preferred qualifications, capabilities, and skills** + College degree or equivalent client service experience preferred + Experience with a wide array of… more