- Public Consulting Group (Austin, TX)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... agencies to improve lives. Founded in 1986, PCG employs approximately 2 ,000 professionals throughout the US-all committed to delivering solutions that change… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories. As the primary point ... in the ever-evolving world of commercial banking. As a Client Service Associate within our...met. **Required qualifications, capabilities and skills** + Minimum of 2 years of experience or equivalent expertise in managing… 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 ... all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on ...to fluently communicate (written and verbal) in Spanish + 2 + years of experience in the investment management industry… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports...Education and/or Experience * The ideal candidate will have 2 + years of experience in administrative support in a ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- Truist (Fort Worth, TX)
- …servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Zions Bancorporation (San Antonio, TX)
- …seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **Convent Banking Center** ... to the bank's security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service Manager and/or Branch… 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 ... anti-bribery and corruption, anti-financial crime (AFC), and various regulatory standards and 2 ) support the Business Lines and Clients through the onboarding and… more
- Wells Fargo (Texarkana, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account...to management for review when applicable **Required Qualifications:** + 2 + years of Brokerage and Client Services… more
- Zions Bancorporation (The Woodlands, TX)
- …best for our customers, our communities, and our employees. We're looking for a ** Client Relationship Associate ** to join our **Commercial Real Estate (CRE** ) ... + Assist with loan processing, closing and monitoring while providing quality service to allow loan personnel time for business development activities. + Assist… more
- Siemens (Austin, TX)
- …places that improve people's lives. **Transform the everyday with us!** Our ** Client Service Administrators (Maintenance Planners)** are integral members of our ... in Buffalo Grove, IL or Austin, TX. **As a** ** Client Service Administrator** **, you will: **...Qualifications: + High school diploma or state-recognized GED + 2 + years experience reading, interpreting service contracts… more
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