- HUB International (Austin, TX)
- **Job Title:** Client Service Associate **Comp:** $26.00-$28.00 per hour **Location** : 900 S Capital of TX Hwy, Austin, TX **Workplace Type:** Hybrid ... success together, focused on the tomorrows for all. **Job purpose:** The Client Service Associate provides essential support to the Financial Advisor by… 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 committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and manages the… 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 ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- JPMorgan Chase (Houston, TX)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan, you will be ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- Raymond James Financial, Inc. (El Paso, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries 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 ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- Zions Bancorporation (East Bernard, TX)
- …We're seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **East Bernard Banking ... additional responsibilities as assigned to support branch/banking center operations and client service . **Required Qualifications:** + High school diploma or… more
- Zions Bancorporation (The Woodlands, TX)
- …We're seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **Sterling Ridge Banking ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...and client information. + Meet with Branch Service Manager and/or Branch Manager daily to discuss progress… more
- Principal Financial Group (Waco, TX)
- **What You'll Do** As an ** Associate ** , ** Client Service Manager** , you'll grow and maintain positive relationships with our clients, while servicing their ... regarding special timing requests, and routine employee data, while delivering excellent client service . + Ensuring client needs are met by providing… more