- 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 committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- JPMorgan Chase (Plano, TX)
- …solutions to your clients ? You have found the right team. As a Client Solutions Associate (CSA), you will embark on a comprehensive development program ... this role, you will align with a team of Client Solutions Specialists (CSSs) who are SMEs in delivering...our clients and prospects. By the end of your Associate journey, you will be well-equipped to deliver innovative… more
- JPMorgan Chase (Dallas, 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 ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- Citigroup (San Antonio, TX)
- …those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service ; offers suggestions on ... The Telesales Specialist role is a Client Service and Sales support position...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Capital One (Plano, TX)
- Senior Associate , Tax Credit Operations (New Market Tax Credit and Alternative Energy) Are you looking for a challenging role that includes the convenience of ... Tax Credits and Alternative Energy Tax Credits. As a Senior Associate on the Tax Credit Operations...right to request proof of internet provider, speed and service package from the associate . Requirements are… more
- WTW (Dallas, TX)
- **Description** In this challenging role as a Pension Calculation Administration Senior Associate , you will contribute as part of a team to the entire range of ... and proven ability to diagnose and resolve issues; strong client service orientation + Proficient in Microsoft...Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified… more
- Cherry Bekaert (Austin, TX)
- …practice, we have an excellent opportunity for a ** Senior Associate (Consumer Compliance)** to join our ... the power of the individual, keep reading. **As a Senior Associate , you will:** Work individually or...leadership team and professional peers committed to providing high-quality client service . Day to day tasks will… more
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate, and gift tax planning ... on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll be… more
- Acxiom (Austin, TX)
- The Client Partner - Enterprise Account role serves as the primary post-sale point of contact for a strategic client based on revenue and opportunity size. The ... responsible for their satisfaction and future growth. Uses in-depth knowledge of client industry and/or business processes, deep knowledge of the product(s) being… more