Client Service Associate

3 weeks ago


The Woodlands, United States GemHarvest 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

Pay: $55,000.00 - $75,000.00 per year

**Benefits**:

- 401(k)
- Health insurance
- Paid time off

Compensation package:

- Bonus opportunities

Weekly schedule:

- Monday to Friday

Work setting:

- Hybrid work
- Office

**Education**:

- Bachelor's (required)

**Experience**:

- Financial services: 2 years (required)

Ability to Relocate:

- The Woodlands, TX 77381: Relocate before starting work (required)

Work Location: Hybrid remote in The Woodlands, TX 77381


  • Client Associate

    3 days ago


    The Woodlands, United States TravisMathew Full time

    TravisMathew is a premium apparel brand that exists because we seized an opportunity-and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in...


  • The Villages, United States Raymond James Financial Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail

  • Business Development Associate

    Found in: Appcast Linkedin GBL C2 - 26 minutes ago


    The Woodlands, United States TRS Roofing Systems - Houston, LLC. Full time

    TRS Roofing Systems – Houston, LLC, established in 2009, is a commercial roofing company based out of The Woodlands, TX. Specializing mostly in low slope roofing and metal fabrication, servicing clients throughout the state of Texas and in some cases beyond.Business Development Associate:TRS Roofing Systems – Houston, LLC. is seeking a motivated...

  • Digital Marketing Associate | Houston, TX

    Found in: beBee S US - 7 days ago


    The Woodlands, United States Adcetera Full time

    Adcetera is looking for our next digital marketing associate. This role is based out of Houston, TX. Our current work environment is one of a hybrid nature: Adceterans can work remotely on Tuesday. This job is specifically designed for a new college graduate, preferably with internship experience in media or marketing. This individual will work directly...


  • The Woodlands, United States Hand & Stone - Houston Full time

    Hand & Stone Massage and Facial Spa is a national franchise that specializes in massage, facials, and hair removal services. With over 500 locations across the US and Canada, the Hand & Stone brand is a leader in the membership-based spa services industry. Hand and Stone Massage and Facial Spa, located in The Woodlands, is seeking a Spa Associate. You are a...


  • The Woodlands, United States TPI Staffing, Inc Full time

    Job DescriptionJob DescriptionInside Sales Rep/Business Development - The Woodlands, TX 773802 Openings!Direct HireSalary: $50K - $60K annually with quarterly bonus potentialBusiness Development Associate:Our client is seeking a motivated individual to join their growing team! The Business Development Associate will work directly with their existing customer...


  • The Woodlands, United States TPI Staffing, Inc Full time

    Job DescriptionJob DescriptionNew Business Development/Sales - The Woodlands, TX 773802 Openings!Direct HireSalary: $50K - $60K annually with quarterly bonus potentialBusiness Development Associate:Our client is seeking a motivated individual to join their growing team! The Business Development Associate will work directly with their existing customer base...

  • RN Infusion Services

    2 weeks ago


    The Woodlands, United States CHI Saint Luke's Health - The Woodlands Full time

    RN Infusion ServicesOverview PRN - Weekend Morning Shifts St. Luke's Health-The Woodlands Hospital offers leading-edge treatments and services to our North Houston, TX community including North Harris and Montgomery counties. The Woodlands Hospital provides expertise in a broad range of services, including heart care, neurology, sports medicine, diagnostic...


  • The Woodlands, United States TPI Staffing, Inc Full time

    Job DescriptionJob DescriptionCustomer Service/Inside Sales Support- 77380Direct HirePay: $38K - $45K annuallySummary:Our client is a rapidly growing lighting manufacturing company. They offer opportunities for advancement, as well as a friendly and supportive work environment. Their ideal candidate will have customer care experience with a focus on...

  • Wealth Management Client Associate

    Found in: beBee S US - 7 days ago


    The Villages, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • The Woodlands, United States TWFG Insurance Full time

    Job DescriptionJob DescriptionTWFG is one of the largest privately held independent insurance agencies in the country and is headquartered in The Woodlands, TX. TWFG Insurance represents over 200 insurance carriers and is licensed to do business in 49 states. An Operations Support Associate is responsible for providing all agents with the tools and...

  • Network Engineer

    2 weeks ago


    The Woodlands, United States Glotel Inc Full time

    Job DescriptionJob DescriptionExciting contract, potential contract to hire role for a Network Engineer in The Woodlands, TX100% onsite role with occasional travel in TX and FL**Candidate will have successfully passed a Background Check. Start date is contingent on client**We are currently seeking a skilled Network Engineer to join our dynamic client's...

  • Network Engineer

    5 days ago


    The Woodlands, United States Glotel Inc Full time

    Job DescriptionJob DescriptionExciting contract, potential contract to hire role for a Network Engineer in The Woodlands, TX100% onsite role with occasional travel in TX and FL**Candidate will have successfully passed a Background Check. Start date is contingent on client**We are currently seeking a skilled Network Engineer to join our dynamic client's...

  • Sales Associate III

    Found in: beBee S US - 3 weeks ago


    The Woodlands, United States Coach Full time

    The successful individual will leverage their proficiency in Sales to... Deliver renowned and authentic service that creates a Modern Luxury customer experience Develop product knowledge skills and remain aware of current collections that are in-store and on-line; cascade and train information to the broader team Achieve and exceed goals through sales...

  • Sales Associate III

    Found in: beBee jobs US - 3 weeks ago


    The Woodlands, United States Coach Full time

    The successful individual will leverage their proficiency in Sales to... Deliver renowned and authentic service that creates a Modern Luxury customer experience Develop product knowledge skills and remain aware of current collections that are in-store and on-line; cascade and train information to the broader team Achieve and exceed goals through sales...

  • Sales Associate III

    Found in: beBee jobs US - 2 weeks ago


    The Woodlands, United States Tapestry Full time

    The successful individual will leverage their proficiency in Sales to...Deliver renowned and authentic service that creates a Modern Luxury customer experience Develop product knowledge skills and remain aware of current collections that are in-store and on-line; cascade and train information to the broader team Achieve and exceed goals through sales...

  • Financial Operations Specialist

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago


    The Woodlands, United States AEG FUELS Full time

    Company Description:Associated Energy Group, LLC (dba AEG Fuels) is a global aviation fuels and services supply chain management company. The company’s core business is the marketing and financing of fuel supply and logistics solutions for the world’s largest airlines, militaries, and corporate operators.AEG Fuels serves its clients through a network of...

  • Pool Food Runner

    5 days ago


    The Woodlands, United States Woodlands Resort Full time

    Overview: The Server Assistant/Food Runner at The Woodlands Resort is responsible for working with the expo to assure prompt delivery of the food that is ready in the “hot” and “cold” windows in the kitchen. The Server Assistant/Food Runner is responsible for delivery to the tables in the Food and Beverage Outlet. The Server Assistant/Food Runner and...

  • Immigration Paralegal

    Found in: Appcast US C2 - 1 week ago


    The Woodlands, United States Xavier Law Firm, PLLC Full time

    About usWelcome to the Xavier Law Firm. We are devoted to securing our client’s interests with every legal avenue at our disposal. We have represented individuals and corporations in diverse fields including immigration, criminal defense, and real estate/business, with the highest caliber of professionalism and ethics.Xavier Law Firm was founded in 2010 by...

  • Immigration Paralegal

    Found in: Appcast Linkedin GBL C2 - 1 week ago


    The Woodlands, United States Xavier Law Firm, PLLC Full time

    About usWelcome to the Xavier Law Firm. We are devoted to securing our client’s interests with every legal avenue at our disposal. We have represented individuals and corporations in diverse fields including immigration, criminal defense, and real estate/business, with the highest caliber of professionalism and ethics.Xavier Law Firm was founded in 2010 by...