Client Service Associate

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: 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...

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: ...

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 OverviewAs a Client Service Associate at Securance Corporation Agency, you will play a crucial role in the management of assigned client accounts. Your responsibilities will include daily servicing, billing, and invoicing, as well as assisting with claims and handling new business and renewals. You will work closely with the Commercial Lines Account...

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...

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

Req ID: 75761 Location: Houston -HOUS Areas of Interest: Wealth Management; Lending Pay Transparency Salary Range: Not Available Application Deadline: 12/01/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management,...

Req ID: 75761 Location: Houston -HOUS Areas of Interest: Wealth Management; Lending Pay Transparency Salary Range: Not Available Application Deadline: 12/01/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

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...

About GallagherGallagher is a leading provider of insurance and risk management solutions. We help our clients navigate the complexities of the insurance industry and provide them with the expertise and resources they need to succeed.Our team is dedicated to delivering exceptional service and support to our clients. We believe in building strong...

About UsAt Knitwell Group, we're passionate about empowering women to find their authentic self-expression through fashion. Our mission is to provide modern, feminine, and versatile clothing that makes women feel confident and beautiful.Job OverviewWe're seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate,...

Join a Legacy of ExcellenceRaymond James Financial Services is a renowned leader in the Financial Services industry, celebrating over 60 years of service and excellence. We are seeking a talented Client Service Associate who is a motivated, detail-oriented, and creative problem solver.Key Responsibilities:Provide exceptional client service and...

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...

The Client Associate has an overall responsibility for providing dedicated operational and sales support to the assigned financial advisor or team of financial advisors.JOB RESPONSIBILITIES/MAIN FUNCTIONSReview account opening documentation making sure it complies with regulatory guidelines.Provide sales and products information to existing and prospect...