- Charles Schwab (Westlake, TX)
- …focuses on meeting their needs and supporting both their business and client goals through collaborative relationships. The Advisor Services Cost Basis Team supports ... include: Answer in-bound calls from Advisors, and internal business partners Respond to client and service team requests received via email Conduct training for… more
- Christus Health (Euless, TX)
- …medium to high complexity assigned application with minimal guidance. The Associate must be a self-motivated individual with exceptional communication and ... application recommendations. Possesses the skill to develop strong and positive relationships with client management at all levels. Is respected by the client as… more
- Bank of America (The Woodlands, TX)
- Advisor Development Program Client Associate : Greater Houston, TX The Woodlands, Texas **To proceed with your application, you must be at least 18 years of ... Client - Associate --Greater-Houston--TX\_25045765) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a… more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... Financial Advisors with marketing efforts including seminars, mail and other client -facing events. + Actively engages in available training /cross- training… 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 ... + Assists Financial Advisors with marketing efforts including seminars and other client -facing events. + Actively engages in available training /cross- training… more
- Raymond James Financial, Inc. (Dallas, TX)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... crucial support to the financial advisors and branch office. * Opens new client accounts, researches client and security information and tracks daily contacts… more
- ADP (El Paso, TX)
- ADP is hiring an ** Associate Client Support Consultant.** + _Are you ready to join a company offering career advancement opportunities throughout your career ... _Do you want to join a company with award-winning training and world-class service guidelines to help you achieve...You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what… more
- Veritext Legal Solutions (Houston, TX)
- …videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services Associate , you'll be the go-to expert for attorneys and ... or corrections, and follow up to ensure expectations are exceeded and every client walks away impressed. If you love follow-through, attention to detail, and making… more
- Zions Bancorporation (East Bernard, TX)
- …We're seeking a dynamic, customer-focused professional to join our team as a ** Client Service Associate (Teller)** at our **East Bernard Banking Center** in ... available bank products and services to expand and increase client relationships. + Identify and address clients' needs by...Flexible Spending (FSA) and dependent care accounts. + Paid Training , Paid Time Off (PTO) and 11 Paid Federal… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
