- 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 ... is highly organized, detail-oriented, and committed to delivering exceptional client service . The Senior Client ...leadership experience is a plus. Licenses & Certifications + Series 7 and 65/66 licenses preferred (or willingness to… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Specialist** , you will service international (non-US residents) and domestic clients with all a ... write, and speak in Spanish or Mandarin/Cantonese. + FINRA Series 7 and 63 licenses required + 1-2 years...63 licenses required + 1-2 years of experience in Client Service , Financial Services and/or Brokerage Services… more
- Robert Half Finance & Accounting (Houston, TX)
- …* Must hold a Series 6 license. * Ability to provide excellent client service is a must. * Strong communication and interpersonal skills are essential. ... Description Our client is offering an exciting opportunity for a...as needed * Handle outbound calls and emails to service clients professionally * Review and prepare comprehensive investment… more
- JPMorgan Chase (Plano, TX)
- Join JP Morgan Wealth Management team as the VP, Client Service Center Manager, where you'll play a pivotal role in transforming client experiences across ... innovative solutions for our valued clients. As a VP, Client Service Center Manager within The Active...proficiency in trading platforms, Microsoft Office software, + FINRA Series 7, 66 (or equivalent), life and health insurance,… more
- 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...to read, write, and speak in Mandarin/Cantonese required.** . Series 7 & 63 licenses required OR a condition… 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 standards ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Kestra Financial (Bellaire, TX)
- …communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity ... distributions, Roth conversions, and other transactions. . Respond to client inquiries. . Scheduling meetings with clients. . Assist...Degree preferred * Active 7, 63 and 65, or Series 7 and 66 preferred * Texas Insurance License… more
- JPMorgan Chase (San Antonio, TX)
- …newly on boarded clients during the crucial initial 120 days of a new client relationship, aiming to fulfill their comprehensive service needs and familiarize ... for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As… more
- TIAA (Frisco, TX)
- ** Client Outreach Retention Consultant** The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the ... (NCC) and advisory business partners and is responsible for resolving client questions, educating clients regarding investment options and requirements, facilitating… more
- JPMorgan Chase (San Antonio, TX)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more