- Principal Financial Group (Waco, TX)
- **What You'll Do** As a ** Client Service Associate ** , you'll put your communication skills and attention to detail into action and help make a positive ... timing requests, and routine employee data, while delivering excellent client service . + Ensuring client ...special projects as required. Operating at the intersection of financial services and technology, Principal builds … more
- Zions Bancorporation (Bacliff, TX)
- …for a dynamic, customer-focused individual to join our team as a **Part-time Client Service Associate (Teller) - Trilingual (Spanish/Vietnamese/English)** at ... 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
- Truist (Fort Worth, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and… 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
- WTW (Houston, TX)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...(IVD) or Geographical Divisions. + Retail & Distribution + Financial Institutions + Professional Services + Healthcare… more
- JPMorgan Chase (Plano, TX)
- …solutions to your clients ? You have found the right team. As a Client Solutions Associate (CSA), you will embark on a comprehensive development program ... our clients and prospects. By the end of your Associate journey, you will be well-equipped to deliver innovative...opportunities in Salesforce, and note taking. + Assist in client call preparation by creating pricing, financial … more
- Huron Consulting Group (Houston, TX)
- …recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent ... reduce the cost of providing patient care. Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change.… more
- Bank of America (Austin, TX)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... Wealth Management Client Associate Austin, Texas **To proceed... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Bank of America (San Antonio, TX)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... Wealth Management Client Associate San Antonio, Texas **To... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- JPMorgan Chase (Dallas, 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 ... will establish, maintain, and build relationships while delivering exceptional client service . In this role you will...of Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of… more