Senior Client Service Associate

Job Title: Senior Client Service AssociateAt Linscomb Wealth, we are seeking a highly skilled Senior Client Service Associate to join our team. This role is responsible for providing exceptional client service, working closely with our Wealth Advisors and Operations teams to ensure seamless client experiences.Key Responsibilities:Work with clients to open...

Job Title: Senior Client Service AssociateAt Linscomb & Williams, we are seeking a highly skilled and experienced Senior Client Service Associate to join our team. 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 teams to ensure...

Senior Client Service AssociateAt Cadence Bank, we are seeking a highly skilled and experienced Senior Client Service Associate to join our team. 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 teams to ensure seamless client...

Position Title: Senior Client Service Associate Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: CLTSRV Summary 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...

{"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...

Job SummaryCadence Bank is seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our Wealth Advisory team, you will be responsible for working closely with clients to open and service portfolio accounts. This role requires strong communication and interpersonal skills, as well as the ability to work effectively in a...

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...

Job Title: Senior Client Service Associate LeadWe are seeking a highly skilled and experienced Senior Client Service Associate Lead to join our team at BankTalent HQ. As a key member of our banking center, you will be responsible for providing exceptional customer service to our clients and customers.Key Responsibilities:Assist in mentoring and coaching...

Job Title: Senior 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 Senior Client Service Associate to join our team at our Holcombe-Greenbriar banking center in Houston, TX.Key Responsibilities:Mentor and coach Client...

Institutional Client Service Associate Up to $31 hourly based on experience - Contract to Hire Located 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 eligible Institutional Client Service Associate works with the...

Job Title: Senior Associate, Accounting Advisory ServicesWe are seeking a highly skilled Senior Associate to join our Accounting Advisory Services team in our Deal Advisory practice. As a Senior Associate, you will play a key role in providing technical advice and support to clients on accounting and financial matters.Responsibilities:Provide timely...

Job Title: Client Service AssociateWe are seeking a highly skilled and motivated Client Service Associate to join our team at BankTalent HQ. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients and customers at our financial center.Key Responsibilities:Provide full-service banking by accurately...

Job Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at BankTalent HQ. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients and customers at our financial center.Key Responsibilities:Provide full-service banking by accurately processing all...

Our client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.Responsibilities:Serve...

Our client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.Responsibilities:Serve...

Our client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries. Responsibilities: ...

Our client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries. Responsibilities: ...

Our client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.Responsibilities:Serve...

Our client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.Responsibilities:Serve...