- 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 Services ... situated within the wealth management industry. Responsibilities: * Efficiently manage client transactions and money movement requests * Regularly communicate with… more
- Bank of America (Georgetown, TX)
- Wealth Management Client Associate Georgetown, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Georgetown/Wealth-Management- Client - Associate \_25033732) **Job Description:** Merrill Wealth Management is… more
- Bank of America (San Antonio, TX)
- Wealth Management Client Associate San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Antonio/Wealth-Management- Client - Associate \_25030363) **Job Description:** Merrill Wealth Management is… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- Navient (Austin, TX)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +… more
- JPMorgan Chase (Houston, TX)
- …and 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 ... responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... This position is full-time and in the office. Essential Duties and Responsibilities * Support Advisors of a growing book of business, requiring the handling of all… more
- ADP (El Paso, TX)
- ADP is hiring an ** Associate Account Manager** . **This is not a sales position. This role focuses on servicing existing clients.** + _Are you ready_ _to join a_ ... will vary, as will the solutions you provide each client . There will be no shortage of new questions...against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on… more
- Aston Carter (San Antonio, TX)
- …at any time, including evenings, nights, weekends, and being on-call 24/7 to support client and business needs. Travel requirements include 20% travel, ... Job Title: Client Success Associate This role is...in donor screening and confirmatory testing. Responsibilities + Manage client accounts and support the customer success… more
- JPMorgan Chase (San Antonio, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support … more