• Senior Client Service

    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
    Kestra Financial (06/25/25)
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  • Registered Client Service

    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
    Woodforest National Bank (07/30/25)
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  • Senior Registered Client Service

    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
    Raymond James Financial, Inc. (07/24/25)
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  • US Private Bank- Client Service

    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
    JPMorgan Chase (08/08/25)
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  • Client Service Associate

    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
    Raymond James Financial, Inc. (08/08/25)
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  • Client Service Associate

    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
    Kestra Financial (05/30/25)
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  • Part-time Client Service

    Zions Bancorporation (Pasadena, TX)
    …looking for a dynamic, customer-focused individual to join our team as a **Part-time Client Service Associate (Teller) - Bilingual Spanish/English** at our ... 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 (08/08/25)
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  • Client Service Associate

    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
    Zions Bancorporation (08/03/25)
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  • Client Service Senior…

    JPMorgan Chase (Plano, TX)
    Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key role… more
    JPMorgan Chase (07/31/25)
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  • Associate , Core Service

    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
    Charles Schwab (07/31/25)
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