- 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
- 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...(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 (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 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
- Santander US (Dallas, TX)
- CIB Client Lifecycle Management (KYC/AML), Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... onboarding and periodic reviews. Exhibiting the highest standards of client engagement with transparency and focus on the ...Liaise with clients, front office staff, credit, legal and operations , as needed, in support of the KYC process… more
- Aston Carter (San Antonio, TX)
- Job Title: Client Success Associate This role is ON-SITE in San Antonio, TX! Candidates must be able to commute to the on-site location. The work schedule for ... Description Join a dynamic team in supporting customer success by managing client accounts, resolving complex customer issues, and developing data analytical reports… more
- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations… more
- Zions Bancorporation (Dallas, TX)
- …best for our customers, our communities, and our employees. We're looking for a ** Client Relationship Associate ** to join our **Commercial Real Estate (CRE** ) ... experience may meet job requirements. + Proficient knowledge of loan/bank operations , loan documentation processes, loan principles, loan systems, loan portfolios,… more
- Capital One (Plano, TX)
- Senior Associate , Tax Credit Operations (New Market Tax Credit and Alternative Energy) Are you looking for a challenging role that includes the convenience of ... Credits and Alternative Energy Tax Credits. As a Senior Associate on the Tax Credit Operations team,...Establish and maintain Customer Satisfaction through positive and constructive client relations + Lead team projects and process improvement… more