- 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
- Capital One (Plano, TX)
- Principal Associate , Client Services Are you...the team. We are currently searching for a Senior Associate , Client Service . At the Principal ... certification + At least 3 years of experience in client services , customer service , business...be regularly worked. Charlotte, NC: $93,400 - $106,600 for Client Service Principal Associate McLean,… more
- Capital One (Plano, TX)
- Senior Associate , Client Services Are...the team. We are currently searching for a Senior Associate , Client Service . **Ideal Candidate** ... certification + At least 2 years of experience in client services or customer service ...be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano,… 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
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... financial advisors and branch office. * Opens new client accounts, researches client and security information...or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent… 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 ... **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
- 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)
- …We're seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **I-10 Federal Banking ... to connect with you! **Key Responsibilities:** + Provide full- service banking services by accurately processing all financial transactions in a timely manner… more
- JPMorgan Chase (Houston, TX)
- …servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager within the (X) team, you will support a ... clients? If so, come join our team as a Client Service Account Manager where you will...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to...High School Diploma or Associate 's degree required * Previous experience in financial services a plus ... compliance * Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and competing priorities daily in pursuit… more