Displaying 1-10 of 1000 results
Registered Client Associate
CD Wealth Management - Dallas, Texas
Customer Service
POSITION SUMMARY Communicate as liaison between clients and service providers. Assist in the development, preparation and maintenance of client investment portfolios and reports. Create current portfolio reviews and associated portfolio analysis. Support firm principals and associates in meeting preparation and client investment planning needs. Take and execute trade orders. CERTIFICATIONS & LICENSES Series 7 and series 63 certification is required SKILLS & ABILITIES Education: Bachelor's Degree (four-year college or technical school) Required Field of Study: Finance Master's … (see more)
Client Associate
Bank of America - South/Corpus Christi, Texas
Accounting / Finance
**Job Description:** **_Business Overview_** _Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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, legacy, and other life goals through investment advice and guidance._ _Merrill Lynch s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor … (see more)
Client Associate Registered Office Paid - Houston, TX
Bank of America - Houston, Texas
Accounting / Finance
**Job Description:** **_Business Overview_** _Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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, legacy, and other life goals through investment advice and guidance._ _Merrill Lynch s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor … (see more)
Client Associate, Delivery Site Coordinator - Level A04
Xerox - Austin, Texas
Information Tech / Computer
Xerox is a global business services, technology and document management company helping organizations manage their business processes and information. Since the invention of xerography just over 75 years ago, we have continued engineering how the world works by applying our experience in imaging, business process, analytics, automation and human centric design to make a real difference for our customers and their customers. We have changed the way the world shops, learns, parks, does banking, receives healthcare and, of course works. Headquartered in Norwalk, Conn., Xerox has more … (see more)
Client Relations Associate - Houston
Rimkus Consulting Group - Houston, Texas
Customer Service
We are currently seeking a Client Relations Associate for our corporate office in Houston. Primary job duties consist of providing a high level of support to our clients with new assignments, status requests, and Rimkus Live through phone calls and electronic communication. The Client Relations Associate will also be responsible for national business development support and cross-trained in other functional areas. The position requires a high level of professionalism and well developed interpersonal skills. In return for your talent and effort, we offer our full-time employees a competitive … (see more)

Senior Registered Client Service Associate-Southlake, TX - D
Raymond James - Dallas, Texas
Customer Service
Job Summary: Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal and external … (see more)
Registered Client Associate
TalentLink Solutions - Dallas, Texas
Customer Service
POSITION OVERVIEW/SUMMARY Due to growth, our client has an exciting opportunity to offer the right individual. This role will have responsibilities including: Communicating with service clients to ensure accurate information is forwarded to appropriate staff/department, creating reports and action plans for producers to ensure effective meetings, processing client paperwork to result in creation of new accounts/funding of investments. The ideal candidate must be extremely professional in appearance and manner, willing to accept direction yet with the ability to think on their own, work in a … (see more)
Client Associate, Mail - Level A01
Xerox - Dallas, Texas
Information Tech / Computer
Xerox is a global business services, technology and document management company helping organizations manage their business processes and information. Since the invention of xerography just over 75 years ago, we have continued engineering how the world works by applying our experience in imaging, business process, analytics, automation and human centric design to make a real difference for our customers and their customers. We have changed the way the world shops, learns, parks, does banking, receives healthcare and, of course works. Headquartered in Norwalk, Conn., Xerox has more … (see more)
CLIENT SERVICES ASSOCIATE
Trin Industries inc - Austin, Texas
Customer Service
Job Description Our client is a a diversified industrial company company and is search of a Client Services Associate. JOB FUNCTION : Customer Experience Position Overview : The ideal Client Services Associate will have 1-2 years of experience in the financial services industry. The culture is young, exciting, and vibrant. They are looking for someone who is motivated, wants a career in finance, and is looking to become a part of a collaborative team and office. Responsibilities : The Client Services Associate handles the creation, processing, reporting, monitoring of documents  … (see more)
Private Client Services Senior Associate, Tax
BDO - Fort Worth, Texas
Accounting / Finance
BDO's Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally. The Private Client Services Senior Associate assists in providing tax compliance and consulting services to our high net worth clients. … (see more)
Displaying 1-10 of 1000 results

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