Client Services Associate

Found in: Appcast Linkedin GBL C2 - 3 weeks ago


Spring, United States GemHarvest Executive Recruiting Full time

Client Service Associate

Boutique Wealth Management Firm

The Woodlands, TX


Overview

Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.


The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.


Highlights

  • Serve as a primary lead for client onboarding and private wealth client services
  • Provide an excellent client experience for high net worth clients
  • Participate in the growth of a growing, independent RIA by servicing client needs, and maintaining and building key relationships
  • Strong culture of teamwork, work life balance and personal and professional development
  • Competitive compensation package including benefits and bonuses


Requirements

  • 2+ years experience in Client Services within Financial Services
  • Track record of professionalism, adaptability, attention to detail, and time management



  • Spring, United States GemHarvest Executive Recruiting Full time

    Client Service AssociateBoutique Wealth Management FirmThe Woodlands, TXOverviewIndependent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net...


  • Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    Job Description:We are currently seeking a skilled and client-focused Financial Client Service Associate to join our team. The ideal candidate will have a passion for delivering exceptional service, strong communication skills, and a background in finance or related fields. As a Financial Client Service Associate, you will play a critical role in supporting...

  • Client Service Associate

    Found in: Talent US C2 - 2 weeks ago


    Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    Job Description:We are currently seeking a skilled and client-focused Financial Client Service Associate to join our team. The ideal candidate will have a passion for delivering exceptional service, strong communication skills, and a background in finance or related fields. As a Financial Client Service Associate, you will play a critical role in supporting...


  • Spring, United States Euronet Full time

    Dolphin Debit, a full-service ATM management company and wholly owned subsidiary of Euronet Worldwide offers a complete suite of ATM management services, from routine maintenance and monitoring cash management and updates. We have an exciting role for a Client Services Specialist in our Spring, Texas office.The Client Services Specialist works directly with...


  • Spring, United States Euronet Full time

    Dolphin Debit, a full-service ATM management company and wholly owned subsidiary of Euronet Worldwide offers a complete suite of ATM management services, from routine maintenance and monitoring cash management and updates. We have an exciting role for a Client Services Specialist in our Spring, Texas office. The Client Services Specialist works directly with...

  • Client Services Specialist

    Found in: Resume Library US A2 - 2 weeks ago


    Spring, Texas, United States Euronet Worldwide, Inc. Full time

     Dolphin Debit, a full-service ATM management company and wholly owned subsidiary of Euronet Worldwide offers a complete suite of ATM management services, from routine maintenance and monitoring cash management and updates. We have an exciting role for a Client Services Specialist in our Spring, Texas office. The Client Services Specialist works directly...


  • Spring Hill, United States VCA Animal Hospitals, Inc. Full time

    VCA San Francis Animal Hospital is seeking an experienced Client Service Representative to join our team full-time. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal ver Client Service, Representative, Service, Hospital, Client, Animal Care, Retail

  • CLIENT SERVICE REPRESENTATIVE

    Found in: Careerbuilder One Red US C2 - 4 days ago


    Silver Spring, PA 17050, USA, United States VCA Animal Hospitals Full time

    Client Service RepresentativeWe are seeking an experienced Client Service Representative to join our team.At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations.We're looking for a personable yet...

  • Service Associate

    2 weeks ago


    Spring, United States Allied Orion Group Full time

    Job DetailsLevelEntryJob LocationWyldewood Gosling - Spring, TXPosition TypeFull TimeJob CategoryService/MaintenanceDescriptionOur national multi-family management company seeks a housekeeper with a "Whatever it Takes" attitude to be responsible for the overall cleanliness of our apartment community.JOB SUMMARYResponsible for the overall cleanliness of the...

  • Service Associate

    1 day ago


    Spring, United States Allied Orion Group Full time

    Job DetailsLevel Entry Job Location Virtuo Spring - Spring , TX Position Type Full Time Job Category Service/Maintenance DescriptionOur national multi-family management company seeks a housekeeper with a "Whatever it Takes" attitude to be responsible for the overall cleanliness of our apartment community.JOB SUMMARY Responsible for the overall cleanliness of...


  • Spring Hill, United States Meseret Consulting Full time

    Meseret is proud to partner with some of the largest brands in the nation. Our direct approach to working with consumers on-location, allow us to keep these clients at the forefront of their respective industries. Our objective is to educate, establish new business, and create trust in our products and services.Currently, Meseret's talent acquisition team is...


  • Spring Hill, United States Meseret Consulting Full time

    Meseret is proud to partner with some of the largest brands in the nation. Our direct approach to working with consumers on-location, allow us to keep these clients at the forefront of their respective industries. Our objective is to educate, establish new business, and create trust in our products and services.Currently, Meseret's talent acquisition team is...


  • Spring Valley, United States Humane Vet Hospital Full time

    Job DescriptionJob DescriptionSalary: $18+Part-Time Client Service Representative at Humane Vet Hospital of San DiegoJoin Our Frontline Team in Shaping Veterinary CareHumane Vet Hospital of San Diego is on the lookout for a Part-Time Client Service Representative to become a key player in our mission to redefine veterinary excellence. Our clinic is a beacon...

  • CLIENT SERVICE REPRESENTATIVE

    Found in: Careerbuilder One Red US C2 - 3 days ago


    Spring Hill, FL 34606, USA, United States VCA Animal Hospitals, Inc. Full time

    VCA San Francis Animal Hospital is seeking an experienced Client Service Representative to join our team full-time. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal ver Client Service, Representative, Service, Hospital, Client, Animal Care, Retail

  • Investment Operations Associate

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago


    Spring, United States GemHarvest Executive Recruiting Full time

    Investment Operations AssociateIndependent Boutique Wealth Management FirmThe Woodlands, TXOverviewEstablished and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Portfolio Operations Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight,...


  • Spring, United States GemHarvest Executive Recruiting Full time

    Investment Operations AssociateIndependent Boutique Wealth Management FirmThe Woodlands, TXOverviewEstablished and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Portfolio Operations Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight,...


  • Silver Spring, United States Aurora Ripple Enterprises Full time

    Aurora Ripple Enterprises is a growing, privately owned sales and marketing company in the area that serves over 5,000 customers regionally. We are currently seeking a collaborative and solution-oriented individual to join our client marketing and sales support team! Our Client Support Representative role is a full-time position.If you are a team player and...

  • Sales and Service Associate

    Found in: Talent US C2 - 3 weeks ago


    Spring, United States 24 Hour Fitness Full time

    FULL-TIME Part-time LOCATION 18541 Kuykendahl Spring TX 77379 Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being the best...

  • Sales and Service Associate

    Found in: Talent US C2 - 6 days ago


    Spring, United States 24 Hour Fitness Full time

    FULL-TIME Part-time LOCATION 1000 Lake Plaza Drive Spring TX 77389 Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being the...


  • Silver Spring, United States LAW OFFICE OF CONRAD BAYELLE ASSOC Full time

    Job DescriptionJob DescriptionAssociate Immigration Attorney – Silver Spring MDLaw Office Of Conrad Bayelle & Associates, LLC is searching for an Associate Immigration Attorney to assist with meeting with clients to ascertain their needs and representing clients’ interests at interviews with the United States Citizenship Immigration Services and the...