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Pcg Client Associate: Wells Fargo - San Antonio, Texas; Other / Miscellaneous; Job Description Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments.-- Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns.-- Handles telephone calls and or responds to other inquiries and/or requests (see more)

Client Associate - Events: Hawkeye - Dallas, Texas; Advertising / Marketing / PR; At hawkeye doing the right thing is at the core of all we do for our employees and clients. Every day we strive to maintain and foster a collaborative workplace that attracts, retains, empowers and grows incredible individuals who are passionate about delivering creative, innovative solutions. hawkeye solves complicated marketing problems, leaving no stone unturned to efficiently deliver communication solutions for our clients success. Our experienced teams specialize in Insight and Strategy, Interactive, B2B, Channel, Direct, Data Analytics and Loyalty. We believe the most valuable asset is (see more)

Senior Client Associate - Event Series Director: Hawkeye - Dallas, Texas; Advertising / Marketing / PR; At hawkeye doing the right thing is at the core of all we do for our employees and clients. Every day we strive to maintain and foster a collaborative workplace that attracts, retains, empowers and grows incredible individuals who are passionate about delivering creative, innovative solutions. hawkeye solves complicated marketing problems, leaving no stone unturned to efficiently deliver communication solutions for our clients success. Our experienced teams specialize in Insight and Strategy, Interactive, B2B, Channel, Direct, Data Analytics and Loyalty. We believe the most valuable asset is (see more)

Registered Client Associate - Midland, TX: Bank of America Corp. - Abilene/Odessa, Texas; Banking / Mortgage; Title: Registered Client Associate - Midland, TXLocation: US-TX-MidlandOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)

Client Associate (FP) - Lufkin, TX: Bank of America Corp. - East/Tyler/Beaumont, Texas; Banking / Mortgage; Title: Client Associate (FP) - Lufkin, TXLocation: US-TX-LufkinOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and (see more)

Client Associate (FP) - Tyler, TX: Bank of America Corp. - East/Tyler/Beaumont, Texas; Banking / Mortgage; Title: Client Associate (FP) - Tyler, TXLocation: US-TX-TylerOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and by (see more)

Pcg Client Associate: Wells Fargo - South/Corpus Christi, Texas; Banking / Mortgage; Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)

Sales & Client Management Associates (PAS) Westlake: Fidelity Investments - Fort Worth, Texas; Sales / Sales Management; The Client Management Representative (CMR) is a member of an inbound relationship management team designed to retain, acquire and deliver on the needs of clients with assets below $200,000. You will interact directly with our customers and answer inbound telephone inquiries, respond to client e-mails and conduct strategic annual reviews with customers with the goal of providing superior customer service to enhance client loyalty and retain assets. In addition, you will have the opportunity to partner with senior sales and relationship managers as a subject matter expert on managed accounts. (see more)

Client Services Associate: Durbin Bennett Peterson Tax Advisors, LLP - Austin, Texas; Accounting / Finance; The Firm: Durbin Bennett Peterson Private Wealth Management LLP is a Registered Investment Advisor located in downtown Austin. DBP provides quality investment management and financial planning services to high net worth individuals and families, pension plans, foundations, and endowments. DBP is looking for an Operations Associate to support our wealth managers. Our ideal candidate has previous experience working in the wealth management or related industry, strong organizational skills, excellent communication skills, and the ability to work under pressure. A proactive approach to problem (see more)

Operations Client Liaison Associate: Forex Capital Markets - Dallas, Texas; Accounting / Finance; We are seeking experienced and enthusiastic individuals for full-time positions in our Operations Client Liaison department. Prior client service or customer service experience and a BA/BS degree in a related field are preferred. We offer a competitive salary, training and development, paid medical benefits, 401(k) plan and a fast paced working environment. Key Duties & Responsibilities: Execute incoming customer inquiries and correspond professionally with clients (via phone, live person chat, emails) while providing a one-call resolution for client issues Follow-up with clients regarding (see more)

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