Client Services Associate

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...

Client Service AssociateBoutique Wealth Management FirmThe Woodlands, TXOverviewIndependent 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...

Job DescriptionJob DescriptionOur client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services Associate, you will be integral to our team, handling customer relations, managing financial data, and ensuring the smooth operation of our services. This role is situated within the wealth...

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

Are you driven to serve, continuously learn, solve unique problems, and work at a multi-disciplinary and team-oriented company? If so, Sentinel Trust may be the place for you. This opportunity is an addition to staff in response to continued client growth.About the Company - Sentinel Trust Company works with approximately 45 high net worth client families...

Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

Job Summary 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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

Company Vision RISE Association Management Group is the best-in-class provider of property services for Texas homeowners' associations. Our core purpose is to be of service to great communities and the people who lead them. We accomplish this through our passionate, kind, and solution-oriented team members who partner with our community leaders to build...

Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This...

Key Responsibilities:We are looking for a highly organized individual to fill the role of Client Communication Associate. The ideal candidate will have strong customer service skills and be able to work independently in a fast-paced environment.Answer incoming calls and conduct telephone interviews with applicantsEscalate critical issues to the appropriate...

Company Vision RISE Association Management Group is the best-in-class provider of property services for Texas homeowners' associations. Our core purpose is to be of service to great communities and the people who lead them. We accomplish this through our passionate, kind, and solution-oriented team members who partner with our community leaders to build...

Overview:BANKTALENT HQ is at the forefront of banking, focusing on people and culture as the foundation for success. To deliver exceptional service to our clients, we require a diverse team with varied backgrounds and experiences.We are seeking a dynamic individual to join our team as a Client Service Associate (Teller) at our Steeplechase Banking Center in...

Job DescriptionJob DescriptionFSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities. We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their...

Job SummaryBrady, Chapman, Holland & Associates, Inc is seeking a highly motivated Commercial Insurance Account Manager to join our team. As a Commercial Insurance Account Manager, you will be responsible for managing client relationships, overseeing the renewal process, and providing exceptional service to our clients. This role requires a strong...

Are you a client-focused professional with a passion for water and wastewater engineering? We are looking for a Client Service Manager to lead and manage engineering projects in the Houston region. In this role, you will play a key part in driving growth, managing client relationships, and overseeing the planning, design, and construction of complex water...

Are you a client-focused professional with a passion for water and wastewater engineering? We are looking for a Client Service Manager to lead and manage engineering projects in the Houston region. In this role, you will play a key part in driving growth, managing client relationships, and overseeing the planning, design, and construction of complex water...

The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...

Job DescriptionJob DescriptionAt our firm, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the...

Job DescriptionJob DescriptionAt our firm, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the...

As a Client Service Associate at Raymond James, you will play a vital role in providing exceptional support to our financial advisors and their clients. This dynamic position requires a motivated, detail-oriented individual who can excel in a fast-paced environment.Key ResponsibilitiesManage client interactions, including phone calls, emails, and in-person...