Displaying 1-10 of 1000 results
Client Associate/Registered Client Associate
RBC Wealth Management - Abilene/Odessa, Texas
Accounting / Finance
Job Description PURPOSE · Provides administrative, operational and research support to one or more Financial Advisors (FA) and/or the Branch Director. Such responsibilities include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence, assisting the FA with investment projects/client needs. · Roles and responsibilities may vary dependent upon the assigned teams structure. · Demonstrates extreme competence in all major areas of accountability and operates.  … (see more)
PB Client Associate (Safe) 2
Wells Fargo - San Antonio, Texas
Sales / Sales Management
Job Description At Wells Fargo, we have one goal: to satisfy our customers' financial needs and help them achieve their dreams. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses buil (see more)
Client Associate - Part-time - Fully Paid
Bank of America - Houston, Texas
Banking / Mortgage
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 cli (see more)
Client Service Associate - Series 7 licensed
U S Capital Advisors - Austin, Texas
Administrative / Clerical
Job Description We are seeking a Registered Client Service Associate to join our team! The Registered Client Service Associate (Registered CSA) role enhances the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., … (see more)
Client Service Associate (Entry Level) J2692:TX:GJ:CSA
Pareto Law - Austin, Texas
Sales / Sales Management
Job Description Job Title: Client Service Associate (Entry Level) Location: Austin, TX Salary: $45,000 ($60K OTE) REF: J2692:TX:GJ:CSA Sector: Financial Tech A rapidly growing organisation within the Fintech industry, our client provides a comprehensive range of services to their customers. With offices in across the globe, they enable the management of over $500 billion! Ambitious college graduates are now required in order to sustain their swift development. Our client offers a unique package to the successful candidate! Excellent career and earning potential, healthcare and a … (see more)

Customer Service & Client Relations Associate
Lime Light Management - Fort Worth, Texas
Customer Service
Job Description Lime Light Management has an exciting opportunity available for a personable and upbeat candidate looking to boost their experience in customer service & client relations as an associate or start their entry level career in the marketing & sales fields! This immediate full time opening for a Customer Service & Client Relations Associate , being made available by our client (a trendy and progressive local marketing boutique focused on customer acquisition & customer support) is the perfect opportunity for an individual who possesses a big-picture mentality … (see more)
Calendar / Client Services Associate
Veritext Legal Solutions - Fort Worth, Texas
Legal / Law Related
Job Description Main Purpose of the Role Manage all aspects of deposition scheduling, creating a positive experience for clients and subcontractors   Behavioral Expectations   Veritext Employees are expected to exhibit the following behaviors in the performance of their role: Work collaboratively with Veritext colleagues, exhibiting Veritext Values Ensure that all client (internal and external) communications are handled in a professional, timely and courteous manner Communicate necessary information timely, accurately and effectively; report incidents to … (see more)
Client Relations Associate- Full Time - Entry Level
Advertising / Marketing / PR
Job Description Client Relations Associate- Entry Level Entry Level Positions Only- fully paid training We are a start-up focusing on creating, developing and executing promotional events on a weekly basis here in the local area. Our team of professionals work together in a fast paced environment to create excitement and interest in the campaigns we carry out. Each individual bringing their own talents to the table to benefit the client in more ways than they ever imagined. If you think your personality fits our qualifications below, we encourage you to apply: Excellent Communication … (see more)
Full Time Client Relations Associate
Robinson Brandt Houston - Houston, Texas
Customer Service
Job Description We are looking to hire a Full Time Client Relations Associate. The client relations associate is responsible for maintaining client accounts, client relationship management, and sales team leadership. We are looking for a creative individual with a unique leadership style to join our team! Our ideal candidate will be a great communicator, organized and comfortable in fast paced environments. Our Client Relations Associate must be both a great team player and team leader, with a drive to get ahead. Required Education and Experience: • Knowledge of sales and marketing … (see more)
Client Service Associate
Money Matters with Ken Moraif - Houston, Texas
Accounting / Finance
Job Description This Client Service Associate will be the point of contact for all client service related needs. Will provide service on all accounts, from opening new accounts to handling active client requests and questions. Will be relied on heavily for both professional and personal support in a fast-paced environment. This is a client service position with management responsibility. It requires a dedicated person, willing to work hard, and where quality is not compromised. Will also serve as backup for other office duties. Responsibilities: Maintain calendar and database for … (see more)
Displaying 1-10 of 1000 results

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