- JPMorgan Chase (Plano, TX)
- …your skills to work in the Commercial Bank Client Onboarding team. As a Client Documentation Associate within the Commercial and Investment Bank (CIB) , ... . **Job Responsibilities** + Manage the account opening and client documentation workflow for external clients and internal business partners from… more
- Santander US (Dallas, TX)
- CIB Client Lifecycle Management (KYC/AML), Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... provided documentation for completeness. **Key Responsibilities** Complete Know your client process for new and existing clients, including research, request and… 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 ... conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and… more
- 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 ... using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... handling of all administrative functions for the office. * Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and… more
- Truist (Fort Worth, 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
- Capco, a Wipro Company (Dallas, TX)
- …Understanding client requirements/drivers and how they contribute to achieving the client 's objectives + Contributing to the documentation of current and ... **Capco Associate Talent Program - Dallas January 2026** **About...hard skills to hit the ground running at a client site. Our program provides you with a strong… more
- Banfield Pet Hospital (Garland, TX)
- Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical...services . Assist incoming clients by completing the required documentation , entering all pet information and history in the… more
- Banfield Pet Hospital (Southlake, TX)
- Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical...services + Assist incoming clients by completing the required documentation , entering all pet information and history in the… more
- Banfield Pet Hospital (Flower Mound, TX)
- …Love Pets. Banfield Pet Hospital - Flower Mound Town Center Job Description Client Service Coordinator needed for Banfield Pet Hospital in Flower Mound Town Center! ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients...services . Assist incoming clients by completing the required documentation , entering all pet information and history in the… more