- 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 ... delivering exceptional client service . The Senior Client Service Associate...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and… more
- JPMorgan Chase (Plano, TX)
- …and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… 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 ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… 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
- Raymond James Financial, Inc. (Georgetown, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… 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. ... in the ever-evolving world of commercial banking. As a Client Sr Service Associate within...and skills** + Engage in strategic planning to align client services with organizational goals and … more
- Sodexo (Dallas, TX)
- …financial performance, and best-in-class service delivery, collaborating with senior leadership, client partners, and high-performing teams. Your leadership ... improvement. + **Leadership & Talent Development** + Lead a high-performance team of Senior National Client Executive ( Associate Vice President), ensuring… 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 ... help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we… more
- Grant Thornton (Dallas, TX)
- As the Strategic Assurance and SOC Services Senior Associate , you'll be responsible for delivering a full range of attest services to our clients, as ... the development and supervision of assigned staff and assisting in client management and related practice development activities. Your day-to-day may include:… more
- S&P Global (Dallas, TX)
- …stages globally. **Responsibilities & Impact:** The Private Market Valuation, Senior Associate will deliver a range of valuation services specifically to the ... leader in the provision of illiquid portfolio pricing valuation services , our Private Equity professionals assist clients in the...these client commitments. On a day‑to‑day basis, Senior Associate will work with Excel, Intex,… more