- Wells Fargo (San Antonio, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- JPMorgan Chase (Dallas, TX)
- …operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be ... Client Executives). You will participate in the Banking Associate program, which is designed for progression of job...career within the firm and ability to pursue more senior roles within Commercial Real Estate such as a… more
- JPMorgan Chase (Austin, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… 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
- 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
- Public Consulting Group (Austin, TX)
- …serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr . Client Service Associate - Progress Track is ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...Regional Teams to drive adoption, satisfaction, and impact. The Sr . Client Service Associate… more
- Raymond James Financial, Inc. (Dallas, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...the financial advisors and branch office. * Opens new client accounts, researches client and security information… more
- Citigroup (San Antonio, TX)
- …transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) ... service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for...timely feedback to senior management to identify client pain points and barriers to exceptional service… 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)
- …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 ...KYC, AML compliance, or related fields within the financial services industry. + Familiarity with regulatory requirements and best… more