- 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
- JPMorgan Chase (Houston, 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
- 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
- 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...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories. As the primary point ... in the ever-evolving world of commercial banking. As a Client Service Associate at JPMorgan... environment. + Engage in strategic planning to align client services with organizational goals and … more
- Raymond James Financial, Inc. (El Paso, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… 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 ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …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)
- **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
- Zions Bancorporation (Houston, TX)
- …will play a key part in supporting relationship managers, ensuring exceptional client service , and helping drive business growth through operational excellence ... Amegy Bank-Here, you grow. We're seeking a motivated and client -focused Client Relationship Associate to...and close accounts, update signer information, and perform notary services as needed. + Monitor and manage reporting exceptions,… more