- 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 (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
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. ... in the ever-evolving world of commercial banking. As a Client Sr Service Associate within...3+ years of experience or equivalent expertise in managing client relationships within a financial services… more
- 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
- 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 within our... environment. + Engage in strategic planning to align client services with organizational goals and … more
- Texas A&M University System (College Station, TX)
- Job Title Customer Service Associate I - Small Animal Client Liaison Agency Texas A&M University Department Vet Med-Teaching Hospital Proposed Minimum Salary ... Animal Teaching Hospital as a Customer Service Associate I - Small Animal Client Liaison!...exam rooms, and record patient weight. Verify and update client /patient information and explain hospital policies. Notify services… more
- Raymond James Financial, Inc. (San Antonio, 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
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client ... promptly and effectively * Summarize meeting notes, emails, and financial data for client meetings Requirements *...a Series 6 license. * Ability to provide excellent client service is a must. * Strong… more
- Public Consulting Group (Austin, TX)
- …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...This position may report to either a SBS COE Client Success Associate Director or a … more
- Zions Bancorporation (Conroe, TX)
- …We're seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller) - Bilingual Spanish / English ... to connect with you! **Key Responsibilities:** + Provide full- service banking services by accurately processing all financial transactions in a timely manner… more