Jobs for client associate at Houston

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Client Service AssociateLocation: Houston, TX (In-office, Mon-Fri)Pay Range: Competitive base compensation based on experience, qualifications, and scope of responsibilities + Significant revenue share bonus potential available after completion of onboarding.Type: Full-Time, In PersonFirm: Concenture Wealth ManagementYears of Experience: 1-5+ years of...

Crossmark, located in Houston, Texas, serves as a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, including mutual funds, SMAs, and ETFs.  We are especially known for helping investors align their portfolios with their values through...

Company DescriptionAbout UsBela Brand Bat is a forward-thinking organization dedicated to elevating brand communication through strategic planning, refined messaging, and exceptional coordination. We pride ourselves on delivering clarity, consistency, and creative excellence across all communication channels. Our team is committed to innovation,...

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY),...

DescriptionBecome an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide! J.P. Morgan Chase’s Community Development Banking (CDB) business is a national leader in community development finance for affordable housing...

Client Connection Associate We are searching for a Client Connection Associate with strong interpersonal skills who will staff our Front Desk and be the initial contact for our clients and visitors. Duties include, but are not limited to: Verify client eligibility documentation for all programs. Interview clients who call, walk-in or make appointments for...

Client Services Associate (Remote) About Hello Sunshine Travels Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and customized itineraries. Our team is...

As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills. You will also develop a strong understanding about our firm’s mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners,...

Client Retention AssociateAs a Client Retention Associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills. You will also develop a strong understanding about our firm's mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and...

Crossmark, located in Houston, Texas, serves as a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, including mutual funds, SMAs, and ETFs. We are especially known for helping investors align their portfolios with their values through...

Community Development Banking Associate Become an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide! J.P. Morgan Chase's Community Development Banking (CDB) business is a national leader in community development...

Become an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide! J.P. Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic...

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success. What You'll...

Company DescriptionNextShining. is a leading recruitment and staffing agency dedicated to connecting top talent with the right opportunities. We specialize in providing customized workforce solutions that help businesses grow and professionals advance their careers. With a focus on excellence, integrity, and personalized service, we ensure the perfect match...

Private Client Associate Account Executive The Private Client Associate Account Executive provides day-to-day account servicing support to Account Executives and service teams. This role is responsible for processing policy changes, preparing client correspondence, maintaining accurate policy records, monitoring reports, and supporting timely service...

Client Account Associate As a Client Account Associate, you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client outreach on receivables and help create solutions to resolve client questions. This role requires a tenacious individual with a growth mindset, capable of adapting...

Concenture Wealth Management in Houston, TX is seeking a Client Service Associate to deliver client service, administrative support, and operational coordination for a growing wealth management team.This role is designed for an early-career professional eager to learn wealth management client service and progress to independently handling onboarding, account...

Unlock your potential as a Client Associate at J. P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique Client Associate, Advisor, Senior, Financial Advisor, Associate, Client Service, Banking

DescriptionUnlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building...