Financial Services Associate
3 weeks ago
The Registered Client Associate plays a vital role in supporting our financial advisors and clients. As a key member of our team, you will be responsible for providing exceptional operational and sales support, ensuring seamless client experiences and driving business growth.
Key Responsibilities- Account Management: Review and verify account opening documentation to ensure compliance with regulatory guidelines.
- Sales and Product Support: Provide clients with information on our products and services, and assist with sales and marketing efforts.
- Operational Support: Process fund distributions, asset movements, and other financial transactions.
- Client Service: Collaborate with internal departments and clients to resolve service and operational issues.
- Reporting and Analytics: Prepare ad-hoc reports and provide insights to support business decisions.
- Investment Support: Assist with taking and executing investment orders directly from clients.
- Education: Bachelor's degree in Business Administration, Finance, or related field.
- Experience: Minimum of three years of work-related experience.
- Certifications: Series 7 required, Series 65 a plus.
- Language: Bilingual in English and Spanish.
- Client Focus: Strong client service skills with the ability to respond to requests in a timely manner.
- Analytical Skills: Strong analytical skills with high attention to detail and accuracy.
- Organizational Skills: Strong organizational, multi-tasking, and prioritizing skills.
- Communication Skills: Good verbal, written, and interpersonal communication skills.
- Technical Skills: Knowledge and understanding of brokerage systems or applications.
- Customer Service: Customer service attitude and proactive when issues arise.
- Adaptability: Ability to work under pressure and adapt to changing priorities.
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Financial Services Professional
3 days ago
Houston, Texas, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing financial planning and investment advice to clients. You will work closely with clients to understand their financial goals and develop personalized financial plans...
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Financial Services Professional
21 hours ago
Houston, Texas, United States PNC Financial Services Group Full timeJob SummaryAs a Financial Advisor at PNC, you will be responsible for providing personalized financial planning and investment advice to clients. You will work closely with clients to understand their financial goals and develop tailored solutions to help them achieve those goals.Key ResponsibilitiesConsult with clients to understand their financial needs...
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Financial Services Collector
1 month ago
Houston, Texas, United States Stellantis Financial Services US Full timeAbout Stellantis Financial ServicesWe are a leading provider of financial services to the automotive industry, offering a range of products and services to our customers. Our team is dedicated to delivering exceptional customer experiences and driving business growth.Job SummaryWe are seeking a highly skilled and motivated Financial Services Collector to...
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Financial Services Professional
4 weeks ago
Houston, Texas, United States Magellan Financial & Insurance Services, Inc. Full timeFinancial Advisor OpportunityAt Magellan Financial & Insurance Services, Inc., we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve a secure and prosperous retirement.Key Responsibilities:Provide comprehensive financial planning for high-net-worth clients, particularly...
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Financial Services Professional
3 weeks ago
Houston, Texas, United States Magellan Financial & Insurance Services, Inc. Full timeFinancial Advisor OpportunityAt Magellan Financial & Insurance Services, Inc., we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their retirement.Key Responsibilities:Provide comprehensive financial planning and investment advice to...
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Financial Services Associate
5 days ago
Houston, Texas, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals and secure their financial...
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Financial Services Associate
3 weeks ago
Houston, Texas, United States Insigneo Full timeJob SummaryThe Financial Services Associate will provide dedicated operational and sales support to assigned financial advisors or teams of financial advisors. This role requires a strong analytical mindset, excellent communication skills, and the ability to work under pressure.Key ResponsibilitiesReview account opening documentation to ensure compliance...
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Bilingual Client Service Associate
4 weeks ago
Houston, Texas, United States PNC Financial Services Group Full timeJob 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...
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Financial Services Representative
2 weeks ago
Houston, Texas, United States Experior Financial Group Full timeUnlock Your Earning Potential in the Financial IndustryAs a Financial Services Representative with Experior Financial Group, you'll have the opportunity to earn a high commission of 70% for non-experienced, non-licensed agents. With our comprehensive training program, you'll be equipped to succeed in this exciting field.But that's not all - licensed agents...
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Financial Advisor Mastery Program Associate
3 days ago
Houston, Texas, United States Raymond James Financial Incorporated Full timeJob SummaryThe Raymond James Financial Incorporated Financial Advisor Mastery Program is a comprehensive development program designed to equip associates with the skills and knowledge necessary to succeed in the investment industry. This program provides a unique opportunity for individuals to explore different branch roles and activities, and to develop a...
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Financial Services Professional
4 days ago
Houston, Texas, United States Strategic Financial Group LLC Full timeEmbark on a Career as a Financial Services ProfessionalAt Strategic Financial Group LLC, we're on a mission to champion financial independence, future preparedness, and community impact. As a financial services professional, you'll be part of a team that prioritizes the value of its clients and their contributions to society.The Role:You'll dive into a role...
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Financial Services Litigation Associate
3 weeks ago
Houston, Texas, United States Adams and Reese Full timeJob OpportunityWe are seeking a highly skilled and motivated associate to join our Financial Services practice in the Houston office.The ideal candidate will have strong academic credentials, excellent interpersonal skills, and a passion for the practice of law.As a member of our Financial Services Litigation Team, you will work directly with our Team Leader...
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Financial Services Representative
4 weeks ago
Houston, Texas, United States Experior Financial Group Full timeUnlock Your Earning PotentialAs a Life Agent with Experior Financial Group, you'll have the opportunity to earn high commissions, up to 100% for licensed agents. With a flexible work-from-home arrangement and no joining costs, you can start building your financial future without breaking the bank.Our comprehensive training program will equip you with the...
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Retail Sales Associate
4 weeks ago
Houston, Texas, United States FirstCash Financial Services, Inc. Full timeJob Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at FirstCash Financial Services, Inc. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, processing sales and loans, and maintaining a clean and organized sales...
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Financial Services Representative
4 days ago
Houston, Texas, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. Your expertise will be sought after by individuals and organizations seeking guidance on financial products and services such as insurance and retirement planning. Key Responsibilities:Develop and maintain a client...
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Financial Services Representative
5 days ago
Houston, Texas, United States Global Financial Impact - Brian Garcia Full timeUnlock Your Earning PotentialAre you looking for a fulfilling career with unlimited earning potential? Do you want to work with a company that offers free training, performance-based pay, and a 100% remote work environment?We are seeking highly motivated and competent business partners to join our team as Financial Professionals. As a Financial Professional,...
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Financial Services Representative
4 days ago
Houston, Texas, United States Experior Financial Group Full timeUnlock Your Earning PotentialAre you looking for a part-time opportunity to boost your income without sacrificing your full-time job? Do you want to gain knowledge in the financial industry and explore various investment vehicles?We offer a unique business opportunity that allows you to earn a high commission of up to 70% for non-licensed agents and up to...
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Financial Services Associate
3 weeks ago
Houston, Texas, United States Insigneo Full timeJob SummaryThe Registered Client Associate plays a vital role in supporting our financial advisors and clients. As a key member of our team, you will be responsible for providing exceptional operational and sales support, ensuring seamless client experiences and driving business growth.Key ResponsibilitiesReview and verify account opening documentation to...
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Financial Services Professional: Entry-Level
3 weeks ago
Houston, Texas, United States Strategic Financial Group Full timeJob Opportunity at Strategic Financial GroupStrategic Financial Group is seeking a highly motivated and ambitious Financial Services Professional to join our team. As a Financial Advisor, you will play a crucial role in guiding individuals, business owners, and families towards a secure financial future.Key Responsibilities:Develop and maintain strong...
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Senior Associate- Financial Services Lawyer
4 days ago
Houston, Texas, United States Strategic Recruitment Solutions Full timeJob OpportunityWe are seeking a highly skilled Senior Associate to join our Financial Services practice, focusing on commercial and consumer banking cases.Requirements include:4-6 years of experience in financial services litigationA strong academic record, with a top 30% class ranking preferredThe ability to hit the ground running and support the teamThis...