- 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 (Dallas, TX)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... establishhttps://jpmc.fa.oraclecloud.com/fscmUI/redwood/recruiting-hiring/hiring/landing?tab\_id=DetailsIding, maintaining, and building client relationships. The Client Service Associate works in… more
- Raymond James Financial, Inc. (Dallas, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...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, ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- JPMorgan Chase (Plano, TX)
- …regulatory requirements into opportunities for stronger client partnerships. As a Client Service Associate within the Wholesale KYC Organization (WKO), ... Driving seamless compliance and elevating client experiences, Client Service ...+ Ability to create and deliver engaging presentations to senior management and stakeholders regarding KYC processes and findings.… more
- The Cigna Group (Houston, TX)
- …options for dual systems, platforms, funding types. * Provide support for designated Client Service Operations Lead team on all issues and initiatives related ... **Job Description: Client Account Support Senior Analyst** **Please...the manager. Accountable to proactively manage, respond and address client and broker inquiries through service plans… more
- SitusAMC (Austin, TX)
- …Manage and update key documents to support WFS Clients policies & procedures, service level agreements (ie, performance metrics) and client deliverables. + ... for onshore clients. + Manage time and tasks to Service Level Agreements agreed to with client ...and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent. + 5+ years… 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
- Capital One (Plano, TX)
- Senior Associate , Business Onboarding - Hybrid - Plano, TX Capital One's Business Cards & Payments (BC&P) organization is committed to fueling the courageous ... our customers. We are seeking a high-energy, disciplined Onboarding Senior Associate to help onboard and ramp...regularly worked. Plano, TX: $86,000 - $98,200 for Sr. Associate , Client Development Candidates hired to work… more
- Grant Thornton (Dallas, TX)
- As a Cyber Privacy & Data Protection Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by applying a ... on both a formal and informal basis to all levels of client staff + Exceptional client service and communication skills, with a demonstrated ability to… more