- Charles Schwab (Westlake, TX)
- …location. **What you have** + Minimum of 3 years of experience in financial services or client service role + Bachelor's Degree + Series 7 required + Series 66 ... can work independently + Inquisitive, analytical, and strategic thinker + A client service -oriented mindset + High-energy, positive, entrepreneurial in spirit… more
- Bank of America (Houston, TX)
- …the role of the Client Associate or Wealth Management Client Associate , providing business development, investment solutions, and/or business ... Advisor Development Program Client Associate : Houston, TX Houston, Texas...at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).… more
- S&P Global (Dallas, TX)
- …all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure ... client satisfaction. The Service Delivery Management team...Enterprise Data and Project Management. **Responsibilities and Impact:** The Service Delivery Management Associate is an expert… more
- Neuberger Berman (Dallas, TX)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- JPMorgan Chase (Austin, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- BlackRock (Dallas, TX)
- … Client Management + 2+ years of experience in client management/ service as a financial consultant, auditor, investment advisor, or other financial ... track + Ability to plan and manage multiple projects/ clients while maintaining excellent client service and on-time delivery For Dallas, TX Only the salary… more
- Wells Fargo (Houston, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Wells Fargo (Texarkana, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- JPMorgan Chase (Houston, TX)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service . + Assist Trust Officer to partner with client 's other ... assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth...of fiduciary products and concepts, including legal, tax and investments knowledge + Client Servicing - … more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate / Service Wealth Advisor for a great opportunity for the right person. ... Advisor of a large book of business, including managing client needs regarding service , asset allocation, case... investment strategies based on individual financial and investment objectives; deliver advice and participate in client… more