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...

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 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....

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,...

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,...

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...

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 strong...

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...

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,...

The Client Service Associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building...

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...

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...

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...

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...

Registered Client Service AssociateSupports 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...

POSITION SUMMARY  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...