- 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… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client 's… 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 ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- WTW (Dallas, TX)
- **Description** As a Senior Associate , you will be the primary point of contact for your clients, building strong relationships and understanding their ... or related field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within the financial… more
- Ensono (Houston, TX)
- Mainframe New Client Senior Solution Architect, Pre SalesRemote - United StatesJR011737 At Ensono, our **Purpose is to be a relentless ally, disrupting the ... Reliability, Collaboration, Curiosity, Passion **Position Summary** As the Mainframe New Client Senior Solution Architect, Pre-Sales, you will leverage knowledge… more
- Capital One (Plano, TX)
- Senior Associate , Tax Credit Operations (New Market Tax Credit and Alternative Energy) Are you looking for a challenging role that includes the convenience of ... Tax Credits and Alternative Energy Tax Credits. As a Senior Associate on the Tax Credit Operations...right to request proof of internet provider, speed and service package from the associate . Requirements are… more
- WTW (Dallas, TX)
- **Description** In this challenging role as a Pension Outsourcing Benefits Senior Associate , you will contribute as part of a team to the entire range of ... and proven ability to diagnose and resolve issues; strong client service orientation + Proficient in Microsoft...Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified… more
- Grant Thornton (Dallas, TX)
- As a Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… 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
- 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 planning ... on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll be… more
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