- 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 ... exceptional client service . The Senior Client Service Associate reports directly...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations… more
- Public Consulting Group (Austin, TX)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress...client configurations, timelines, and deliverables. + Supports customer service and operations for clients: + initiative… 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 ... of 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 and become an integral part of our clients' success stories. As the ... in the ever-evolving world of commercial banking. As a Client Service Associate within our...needs. + Collaborate with cross-functional teams to ensure seamless client service operations + Build… more
- 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 (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
- Bank of America (Houston, TX)
- …Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral ... Advisor Development Program Client Associate : Houston, TX Houston, Texas...at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).… more
- WTW (Richardson, TX)
- …within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather… more
- Neuberger Berman (Dallas, TX)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support...Qualifications:** + 2+ years of proven client service /support or related experience in the financial services… more
- FREEMAN (Dallas, TX)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible ... between client and our Creative, Strategy, Sponsorships, Graphic Production, Operations , and other Freeman departments * Primarily produces business sold into a… more