- 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...directly to the Financial Planner and manages the firm's client service operations , overseeing support staff and… more
- 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...(GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather… 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 ... motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The... of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with… more
- WTW (Richardson, TX)
- …associates including consultants, actuaries, and other client -facing associates to ensure client satisfaction. The Lead Associate must be a subject matter ... opportunity. **The Role** Entry-level position within WTW's Via Benefits client management team providing strategic relationship management and consultative services… more
- Black & Veatch (College Station, TX)
- ** Associate Client Advisory Partner Electric & Gas (Northwest Region)** Date: May 27, 2025 Location: US Seattle, WA, US Company: Black & Veatch Family of ... and put your diverse talents and perspectives to use. **Job Summary** The Associate Client Advisory Partner will have the opportunity to coordinate internal… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Global Banking and become an integral part of our clients' success stories. As the primary point of ... in the ever-evolving world of commercial banking. As a Client Service Associate at JPMorgan Chase, you...needs. + Collaborate with cross-functional teams to ensure seamless client service operations + Build and maintain… more
- Zions Bancorporation (Dallas, TX)
- …your career. Amegy Bank, here you grow. We are seeking a motivated and client -focused Client Relationship Associate to join our dynamic Commercial Banking ... engagement. This position offers the opportunity to build meaningful client relationships, support commercial banking operations , and grow professionally… more
- Citigroup (San Antonio, TX)
- …branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing and ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. +...issues will be owned end to end by the associate and will be treated with a closed loop… more
- WTW (Dallas, TX)
- …support and advocacy, ensuring clients receive top-notch service and solutions. The Associate Client Advocate (ACA) is a mid-career position, responsible for ... delivery activities (GSD). + Engage service liaisons (Subject Matter Experts or Client Operations Specialists) on escalations. + Gather and receive all client… more
- JPMorgan Chase (Houston, TX)
- …delivers premier client service, JP Morgan is the place for you! As a Client Service Associate within the Private Bank Latin America at JP Morgan you will ... be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point...and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach… more