Jobs for client service associate at Houston

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...

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),...

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...

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...

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...

Responsible for managing the firms Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments. Client Responsibilities. Works with clients to open and/or service portfolio Client Service, Associate Manager, Manager, Wealth Advisor, Associate, Service, Retail, Banking

## **Location** Houston, TX ## **Address** Houston, Texas ## **Employment Type** Full time ## **Location Type** On-site ## **Department** Wealth ## **Compensation** - $60K – $80K Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary...

JOB DESCRIPTION If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you!  As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the...

Job Description SummarySupports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing...

Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on the lives of others? Look no further! Seeking dedicated individuals to join a team in a financial services position aimed at protecting families.Why Apply:1. Make...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have...

DescriptionSummary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.Client ResponsibilitiesWorks with clients to open and/or service portfolio accounts per request of Wealth AdvisorAttend meetings with clients as neededTeam...

RIA / Wealth Management Associate / Client Service Associate (CSA /CSR) Location: Houston, TX (Galleria Area, On-site) Compensation: $80,000–$120,000 DOE + Bonus About the Firm Our client is a Houston-based boutique private wealth management firm overseeing more than $850 million in client assets. As a fee-only fiduciary, the firm is committed to putting...

**JOB DESCRIPTION** If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for...

POSITION SUMMARY The Senior Client Services Associate – FINRA Licensed is a senior-level client service and operational support role responsible for managing complex client service matters, coordinating account maintenance and onboarding workflows, supporting the Wealth Management team, and serving as an experienced point of escalation for client-facing...

**Description** **Summary:** Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments. Client Responsibilities - Works with clients to open and/or service portfolio accounts per request of Wealth Advisor - Attend meetings with...