- 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 (Houston, TX)
- …seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **I-10 Federal 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
- Charles Schwab (Westlake, TX)
- …location.** At Schwab, we believe in earning trust through every interaction. As a Client Support Associate , you'll be the first point of contact for clients ... critically and deliver a solution that feels personal and precise. Through on-the-job training , you'll learn how to assist with online account setup, process money… more
- Caris Life Sciences (Irving, TX)
- …bigger than yourself, Caris is where your impact begins.** **Position Summary** Our Client Billing Associates are responsible for charge entry on specific client ... inquiries regarding billing issues and problems. + Send monthly client statements based on client preferences. +...majority of work is performed in a desk/cubicle environment. ** Training ** + All job specific, safety, and compliance … more
- Regions Bank (Dallas, TX)
- …the system. **Job Description:** At Regions, the Real Estate Corporate Banking Associate is directly involved in the design, origination, structuring, and execution ... and prospective REIT/Fund clients. Associates also assist in the cultivation of client relationships by conducting research, staying abreast of client and… more
- Edward Jones (Canyon, TX)
- …Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program + A support network ... ** Client advocate. Skilled communicator. Problem solver. Does that...associate , you are required to complete all ongoing training offered by the firm and regulatory authorities, as… more