- 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 ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and manages the… 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 ... and Veterans. **Job:** **Corporate* **Organization:** **Texas - Houston* **Title:** *Registered Client Service Associate * **Location:** *Texas-The Woodlands*… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- JPMorgan Chase (Houston, TX)
- …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 ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… 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 ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- Zions Bancorporation (Pasadena, TX)
- …are looking for a dynamic, customer-focused individual to join our team as a **Part-time Client Service Associate (Teller) - Bilingual Spanish / English** at ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...and client information. + Meet with Branch Service Manager and/or Branch Manager daily to discuss progress… more
- Zions Bancorporation (Houston, TX)
- …We are looking for a dynamic, customer-focused individual to join our team as a ** Client Service Associate (Teller)** at our **Tanglewood Banking Center** in ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...and client information. + Meet with Branch Service Manager and/or Branch Manager daily to discuss progress… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... full range of service and trading needs. You will work in a...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… 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 ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more