- JPMorgan Chase (Plano, TX)
- …efficiency. With expert collaboration and a sharp eye for detail, they turn regulatory requirements into opportunities for stronger client partnerships. As a ... that all Know Your Customer (KYC) processes comply with regulatory requirements and internal policies. + Client ...a fast-paced environment. + Flexibility to adapt to changing regulatory requirements and business needs, with a… more
- WTW (Houston, TX)
- …clients by supporting new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, ... **Description** The Associate Client Advocate (ACA) client...needs. The ACA has a strong connection to the client 's business with a fundamental understanding of… more
- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will be based ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary...needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client … more
- 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 ... and ensuring that planners can dedicate their time to business development and client relationships. The ideal...to delivering exceptional client service. The Senior Client Service Associate reports directly to the… 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 ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...firm with the goal of client retention, client satisfaction, and reaching business objectives +… more
- Wells Fargo (Texarkana, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor(s)… more
- JPMorgan Chase (Dallas, TX)
- …operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be ... to assist in relationship management and business development with the banker team (REB ...Client Executives). You will participate in the Banking Associate program, which is designed for progression of job… more
- JPMorgan Chase (Austin, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected… more
- Evolent (Austin, TX)
- … business , analytics, product, and operational leaders to deliver client -specific insights and drive data-informed decision-making. Our team serves as strategic ... the impact of our specialty programs and administrative platform. Role Overview The Associate Director role on Client Analytics will support both internal teams… more
- JPMorgan Chase (Houston, TX)
- …organization acts as a central point of resolution to support the client 's business operations, identifies product/service gaps and development opportunities, ... clients? If so, come join our team as a Client Service Account Manager where you will have direct...risk policies/practices and educates clients on new legal / regulatory / Cyber changes **Required qualifications, capabilities and skills:**… more