- 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
- Public Consulting Group (Austin, TX)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... day-to-day operations , client engagement, and delivery of Progress...Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is… more
- 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...(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
- JPMorgan Chase (Dallas, TX)
- The Client Service Associate is the primary point of contact for all deposit account service-related needs of a JP Morgan Advisor's client . This role is ... responsible for establishhttps://jpmc.fa.oraclecloud.com/fscmUI/redwood/recruiting-hiring/hiring/landing?tab\_id=DetailsIding, maintaining, and building client relationships. The Client Service … more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial & Bank and become an integral part of our clients' success stories. As the primary point ... in the ever-evolving world of commercial banking. As a Client Service Associate within our Commercial &...needs. + Collaborate with cross-functional teams to ensure seamless client service operations + Build and maintain… more
- Neuberger Berman (Dallas, TX)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients + ** Client Support** :… 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 ... responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking … more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank 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
- FREEMAN (Dallas, TX)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible ... between client and our Creative, Strategy, Sponsorships, Graphic Production, Operations , and other Freeman departments * Primarily produces business sold into a… more