• Senior Client Service

    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 ... . The Senior Client Service Associate reports directly to the Financial Planner...business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of… more
    Kestra Financial (06/25/25)
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  • Associate , Core Service

    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 ... bachelor's degree is preferred. . 2+ year of customer service experience, preferably in financial services...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
    Charles Schwab (07/31/25)
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  • Client Services Associate

    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 ... 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 (06/09/25)
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  • Client Service Senior…

    JPMorgan Chase (Plano, TX)
    Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... in the ever-evolving world of commercial banking. As a Client Service Senior Associate within...**Required qualifications, capabilities, and skills** + Skilled in managing client relationships within a financial services more
    JPMorgan Chase (07/31/25)
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  • Senior Registered Client Service

    Raymond James Financial, Inc. (Fort Worth, TX)
    Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). +...School Diploma or equivalent and five (5) years of financial services industry service experience,… more
    Raymond James Financial, Inc. (07/24/25)
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  • Registered Client Service

    Woodforest National Bank (The Woodlands, TX)
    The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... and Veterans. **Job:** **Corporate* **Organization:** **Texas - Houston* **Title:** *Registered Client Service Associate * **Location:** *Texas-The Woodlands*… more
    Woodforest National Bank (07/30/25)
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  • Registered Client Service

    Raymond James Financial, Inc. (Fort Worth, TX)
    Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
    Raymond James Financial, Inc. (06/26/25)
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  • US Private Bank- Client Service

    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
    JPMorgan Chase (06/26/25)
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  • Client Service Associate

    Zions Bancorporation (Irving, TX)
    …We are looking for a dynamic, customer-focused individual to join our team as a ** Client Service Associate (Teller)** at our **North Irving Banking Center** ... love to speak with you! **_Essential Functions:_** . Provide full- service banking by accurately processing all financial ...record. . Utilize knowledge of available bank products and services to expand and increase client relationships.… more
    Zions Bancorporation (07/31/25)
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  • Client Service Associate

    Zions Bancorporation (Baytown, TX)
    …are looking for a dynamic, customer-focused individual to join our team as a ** Client Service Associate (Teller)** at our **Rollingbrook Banking Center** in ... love to speak with you! **_Essential Functions:_** + Provide full- service banking by accurately processing all financial ...record. + Utilize knowledge of available bank products and services to expand and increase client relationships.… more
    Zions Bancorporation (07/23/25)
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