- 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 ... 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 (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… 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 ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Bank of America (Austin, TX)
- Wealth Management Client Associate Austin, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Austin/ Wealth -Management- Client - Associate \_25037828) **Job Description:** Merrill … more
- JPMorgan Chase (Sugar Land, TX)
- … Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- TIAA (Dallas, TX)
- … Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate ... ** Wealth Client Relationship Manager** Wealth...and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development… more
- Kestra Financial (Cypress, TX)
- …established and growing wealth planning firm in Cypress, Texas, is seeking an Associate / Service Wealth Advisor for a great opportunity for the right ... Lead Advisor of a large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning + Consult with… more
- Grant Thornton (Dallas, TX)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... As the Private Wealth Services Tax Senior Associate , you'll...and trusts taxation, and individual income taxes Support multiple client service teams on client … more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - Retirement Benefits...can be tailored to meet their unique needs + ** Client Service ** and **Implementation** : Analyze and ... out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - TX: Fort Worth, Dallas, Houston, Austin, San Antonio (5146) ( 240000NS ) **Primary Location** : UNITED STATES-TX-Fort Worth **Other ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client … more