- Raymond James Financial, Inc. (Dallas, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… 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
- Citigroup (San Antonio, TX)
- …clients via our Citibank branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Citigroup (San Antonio, TX)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Bank of America (Lufkin, TX)
- Registered Wealth Management Client Associate Lufkin, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Wells Fargo (Sugar Land, TX)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- Citigroup (San Antonio, TX)
- The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... of products and services + Directly responsible for providing timely responses to client service requests, received via email, Salesforce service tickets,… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area + Independently and proactively make outbound ... to challenging and/or sensitive situations using appropriate and tactful customer service communications + Review client account(s) and activities, assess… more
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