- 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...mentor team members to ensure accountability, performance excellence, and professional growth. + Conduct performance evaluations and provide timely… 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 ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner.… 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 ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner.… 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...2+ years of experience in administrative support in a professional environment. * High School Diploma or Associate… more
- Zions Bancorporation (Houston, TX)
- …a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **I-10 Federal Banking Center** ... 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
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- IBM (Austin, TX)
- …our AskHR HR transformation, which we call our "HR Client Zero Story". As the HR Client Zero COC Associate , you will tell the HR Client Zero story to ... * Act as delivery lead of complex, fast-paced AI-led use cases and service delivery transformation for clients including leading client interactions to enable… more
- Bank of America (Dallas, TX)
- Registered Wealth Management Client Associate Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Veritext Legal Solutions (Houston, TX)
- …handle sensitive client needs with care + Deliver responsive, solutions-oriented service quickly and kindly in a clear, professional manner with excellent ... legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service , and state-of-the-art conference spaces across North… more
- RxBenefits (Houston, TX)
- …teamwork and communications skills. + Demonstrated dedication to a high level of client service , sound business and legal judgment and ability to determine ... The Associate Counsel provides substantive support to the Legal...drafting and negotiating contracts. This individual is a forward-thinking professional who is ready and able to exercise independent… more