wealth client service associate jobs in Houston

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...

Job Summary: The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Houston, Texas. In this role, you will work directly with clients to facilitate, monitor, and report on investments and services....

Job Summary: The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Houston, Texas. In this role, you will work directly with clients to facilitate, monitor, and report on investments and services....

Benefits: • Opportunity for advancement • Training & development • Wellness resources • Company parties • Employee discounts • Flexible schedule Great With People? We Want You On Our Team! No Experience Needed — PAID Training Provided! Are you friendly, outgoing, and passionate about helping people? Join Jackson Hewitt as a Seasonal...

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...

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,...

PNC is seeking a Client Service Associate in Houston, TX to serve as the primary contact for clients and advisors across Private Bank products and services. You will partner with Advisors and Operations to fulfill service requests, maintain strong client relationships, and ensure a world-class client experience.The role emphasizes accurate servicing,...

Who We Are Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment...

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,...

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,...

 Business Development Associate Director – Oil & Gas – High Potential Small AccountsIn this position, you will play a key role in building and cultivating relationships and opportunities within existing accounts, as well as selling new service offerings and solutions in the Oil & Gas domain. You will get to collaborate with some of the best talent in...

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION As a Senior Client Service Associate within the Latin America Private . Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...

Firm Description At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Job Description Position Summary: The Senior Client Service Associate plays a critical role in delivering a first-class...

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION As a Senior Client Service Associate within the Latin America Private . Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Description As a Senior Client Service Associate within the Latin America Private . Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary...

As a Senior Client Service Associate within the Latin America Private

Company DescriptionCatch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations elevate their outreach, strengthen customer relationships, and expand their market influence through innovative strategies and personalized support. Our team is driven by...

Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private

Financial Institutions Group (FIG) Financial Statement Audit Professional Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 36th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a...