Client Services Associate

Job DescriptionPNC Financial Services Group is seeking a highly skilled and motivated Client Service Associate to join our Private Bank organization in Houston, TX. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key Responsibilities:Handle transaction requests, maintenance...

The Client Relationship Associate plays a vital role in nurturing client partnerships, formulating strategies, and executing initiatives at the insurance program level. This position collaborates closely with a Producer and a Client Advocate within one of our Industry Vertical Divisions (IVD) or Geographical Divisions.Industry Vertical Divisions: Retail &...

Institutional Client Service AssociateUp to $31 hourly based on experience – Contract to HireLocated in West Houston/Memorial-Must have 2+ years of financial services experience-Bachelor's degree in Finance, Economics, or related field required-FINRA certification preferred or must be eligibleInstitutional Client Service Associate works with the Investment...

Client Service AssociateAt BankTalent HQ, we're committed to creating a diverse and inclusive team that delivers exceptional customer service to our clients and customers. We're seeking a part-time Client Service Associate to join our team at our I-10 Federal financial center in Houston, TX.Key Responsibilities:Provide full-service banking by accurately...

The Registered Client Associate plays a vital role in supporting the success of our financial advisors by providing exceptional operational and sales support.Key Responsibilities:Ensure compliance with regulatory guidelines by reviewing account opening documentation.Deliver sales and product information to existing and prospective clients, fostering strong...

Become a Vital Member of Our Insurance TeamAre you enthusiastic about assisting others and have a knack for guiding clients through their insurance choices? If this resonates with you, consider joining the team at Felicia Olowu - State Farm Agent.Key Responsibilities:Establish and nurture relationships with clients while providing continuous supportPerform...

WelcomeWe invite you to discover the exceptional culture, dedicated individuals, and rewarding opportunities that make Comerica Bank a unique workplace. Make your next career decision with confidence.Position Qualifications: - Bachelor's degree from an accredited institution or a high school diploma with 4 years of experience in Financial or Retail sectors....

Job SummaryWe are seeking a highly skilled Bilingual Client Service Associate to join our team at PNC Bank Corp.About the RoleAs a Bilingual Client Service Associate, you will provide sales, service, and execution support for new and ongoing client relationships. You will serve as a customer solutions resource, gathering required documentation and preparing,...

Works with clients to open and service portfolio accounts per request of the Wealth Advisors Attends meetings with clients as needed Team Responsibilities Serves as a strong example for the CS Team, setting a high standard for proactive client and pr Client Service, Associate, Wealth Advisor, Service, Senior, Practice, Retail, Banking

Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Perfor Client Service, Associate, Bilingual, Client Relations, Customer Experience, Relationship, Retail, Banking

{"Job Title": "Senior Client Service Associate", "Job Summary": "We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Linscomb Wealth. As a key member of our Client Service team, you will be responsible for providing exceptional service to our clients, working closely with our Wealth Advisors and Operations...

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn‘t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...

Position Title:Senior Client Service Associate Reports To:Wealth Advisor Team LeadFLSA Status: ExemptDepartment:CLTSRVSummary The Senior Client Service Associate (Senior CSA) demonstrates a high level of proficiency in all Client Service Associate functions, working with both new and existing client relationships, as well as internal Linscomb Wealth (LW)...

Position Title:Senior Client Service AssociateReports To:Wealth Advisor Team LeadFLSA Status: ExemptDepartment:CLTSRVSummaryThe Senior Client Service Associate (Senior CSA) demonstrates a high level of proficiency in all Client Service Associate functions, working with both new and existing client relationships, as well as internal Linscomb Wealth (LW) team...

About the RoleWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Linscomb Wealth. As a key member of our Client Service team, you will be responsible for providing exceptional service to our clients and ensuring that their needs are met in a timely and professional manner.Key ResponsibilitiesClient Service:...

{"title": "Client Service Associate", "description": "Client Service AssociateAt BankTalent HQ, we're committed to delivering exceptional customer experiences. As a Client Service Associate, you'll play a vital role in providing top-notch service to our clients and customers.Key Responsibilities:Process financial transactions accurately and...

Are you prepared to become part of a rapidly expanding network of broker-dealers in the financial services sector? At Atria, we empower independent financial professionals and investment programs within financial institutions, enabling them to deliver outstanding service to their clients and cultivate meaningful relationships. We are in search of a Client...

About the RoleWe are seeking a highly motivated and detail-oriented Client Associate to join our team at Gallagher Benefit Services. As a Client Associate, you will play a critical role in supporting our clients and helping them achieve their goals.Key ResponsibilitiesMaintain and prioritize a task list on a regular basis as directed by your...

Job Title: Part-time Client Service AssociateWe are seeking a highly skilled and customer-focused Part-time Client Service Associate to join our team at Amegy Bank, a division of Zions Bancorporation. As a key member of our banking center, you will provide exceptional customer service to our clients and customers, ensuring a positive and memorable...

Part-time Client Service AssociateAt BankTalent HQ, we're committed to creating a diverse and inclusive team that supports the growth of businesses, families, and communities. We're seeking a Part-time Client Service Associate to provide exceptional customer service to our clients and customers at our banking center in Houston, TX.Key...