- 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 ... exceptional client service . The Senior Client Service Associate reports directly... service models. + Research and resolve complex client issues, including investment product details and… 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 ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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 ... all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on ...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… 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 ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Raymond James Financial, Inc. (Dallas, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... crucial support to the financial advisors and branch office. * Opens new client accounts, researches client and security information and tracks daily contacts… more
- JPMorgan Chase (Houston, TX)
- … coverage with the fulfillment of Anti-Money Laundering (AML)/KYC requirements. As a Client Service Associate within the Commercial Banking Client ... The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Plano, TX)
- …regulatory requirements into opportunities for stronger client partnerships. As a Client Service Associate within the Wholesale KYC Organization (WKO), ... Driving seamless compliance and elevating client experiences, Client Service ...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Principal Financial Group (Waco, TX)
- **What You'll Do** As a ** Client Service Associate ** , you'll put your communication skills and attention to detail into action and help make a positive ... internal clients regarding special timing requests, and routine employee data, while delivering excellent client service . + Ensuring client needs are met by… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more