- Capital One (Plano, TX)
- Senior Associate , Client Services Are you looking...to join the team. We are currently searching for a Senior Associate , Client Service . ... **Job Description & Ideal Candidate** **:** At the Senior Associate level, you will be a...certification + At least 2 years of experience in client services or customer service … 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 ... 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)
- …the use of our complex treasury and cash management products and services . As a Client Service Senior Associate in the Commercial Bank, you will ... client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the...clients + Influence internal partners to recommend products and services based on knowledge of client behaviors… more
- WTW (Houston, TX)
- **Description** As a Health and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and ... the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as...for clients + Proactively advising clients and providing superior client service + Contributing to the creation… 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 (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… 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
- JPMorgan Chase (Houston, TX)
- …managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a ... of large corporate or financial institution clients. As a Client Service Account Manager within the (X)...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… 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
- JPMorgan Chase (Plano, TX)
- …end-to-end control environment for Wholesale Lending Services . As a Control Manager Senior Associate within the Commercial & Investment Bank, you will be ... a strong and consistent control environment across Wholesale Lending Services (WLS) and execute Compliance & Operational Risk Evaluation...(CORE) requirements. Join our team as a Control Manager, Senior Associate , and help ensure a sustainable… more