- 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)
- Step into the role of a Client Service Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. ... a meaningful impact in the ever-evolving world of commercial banking. As a Client Sr Service Associate within our Commercial & Investment Bank, you will be… 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
- Alight (TX)
- …(https://careers.alight.com/us/en) . **About the Role** The Senior Health Client Manager oversees health navigation service delivery and consults ... + .Demonstrating value effectively and establish appropriate expectations with the client regarding navigation service delivery + .Collaborating with Health… 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
- WTW (Houston, TX)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more