- 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 ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update...with a minimum of 3 years executive administrative experience; financial services industry experience a plus +… more
- CIBC (Austin, TX)
- …and wealth advisory services + A collaborative mindset to deliver seamless client service + Strong financial acumen and relationship management skills ... 1830 **Employment Type** Regular **Weekly Hours** 40 **Skills** Business Development, Client Service , Customer Experience (CX), Ensure Compliance, Group Problem… more
- H&R Block (Austin, TX)
- …for the future, and informing clients about available H&R Block products and services that may assist with their financial objectives. Present complex tax ... impact in people's lives through expert guidance and compassionate service . It would be even better if you also...empathy, active listening, and a sincere commitment to their financial wellbeing. Demonstrate adaptability to diverse client … more
- Robert Half (Houston, TX)
- …productivity, and transformation, enabling change and creating value for the entire client organization. + Financial Reporting Remediation & Compliance: Supports ... an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face....public accounting firm and does not issue opinions on financial statements or offer attestation services . JOB… more
- Wells Fargo (Fort Worth, TX)
- …retain, and grow complex client relationships by understanding client and financial decision-maker priorities, responding promptly, communicating ... client 's business model, strategic objectives, operational priorities, and financial position. + Make informed decisions in complex, multi-faceted situations… more
- Bank of America (San Antonio, TX)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- CBRE (Austin, TX)
- …Accounting Manager, you will manage a team of accountants. This team will provide client financial reporting to assigned portfolios and you will be responsible ... Accounting Manager Job ID 243951 Posted 24-Oct-2025 Service line Advisory Segment Role type Full-time Areas...accounting processes and procedures. What You'll Do: + Review financial packages for accuracy before releasing to internal departments… more
- Sodexo (San Antonio, TX)
- …effective communication, teamwork, and a collaborative environment. + Achieve company and client financial targets and goals to include oversight of ... client engagement, and ensuring food safety and customer service standards are met. **Modern Recipe** Modern Recipe brings...- 2 years work experience in food or culinary services including restaurants, fast food, vending, catering services… more
- Raymond James Financial, Inc. (Dallas, TX)
- …60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client ... 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
- TIAA (Frisco, TX)
- …Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required:** + 3+ years financial services experience + Series 7, 63 and 65 (or 66) ... issues, liquidity needs and tax implications to devise customized financial plans. + Reviews client information, including...120 days of start date **Preferred:** + 5+ years financial services experience + Series 7, 63… more