Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

High-Touch Client Services Associate - Financial Advisory

Raymond James

Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff in a fast-paced environment. The role involves onboarding clients, opening accounts, researching information, processing asset transfers, and preparing client meeting materials, with emphasis on accuracy, compliance, and proactive client service. #J-18808-Ljbffr Raymond James

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the High-Touch Client Services Associate - Financial Advisory in San Antonio, TX vacancy
  •  ...Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail‑oriented and creative...  ...growing team. This essential role provides high‑quality, high‑touch administrative support to Financial Advisors, their prospective and existing clients... 
    Financial
    Work experience placement
    Work at office

    Raymond James

    San Antonio, TX
    5 days ago
  • ## Registered Client Service Associate (San Antonio, TX)Applylocations: San Antonio, Texas - United...  ...*Job Description Summary**Supports Financial advisors and their prospective and...  ...essential role helps to provide high quality/high touch critical administrative support to... 
    Financial
    Work experience placement
    Work at office

    Fwainvest

    San Antonio, TX
    4 days ago
  • A prominent investment advisory firm in San Antonio is seeking a Client Service Associate to support their client relationship team. This entry-level position involves...  ...assisting with client onboarding, processing financial transactions, and maintaining client accounts.... 
    Financial

    Sendero Wealth Management

    San Antonio, TX
    4 days ago
  • About the Role As a Client Service Associate, you will collaborate closely with the Client Relationship...  ...independent, majority-employee-owned advisory firm. As one of the largest...  ...clients through investment management, financial planning, and education services. Seniority... 
    Financial
    Full time

    Sendero Wealth Management

    San Antonio, TX
    4 days ago
  •  ...Telesales Specialist role is a client service and sales support position...  ...be owned end to end by the associate and will be treated with a closed...  ...Service and/or Sales within financial services (banking, insurance...  ...multiple functions with a high degree of accuracy.Strong... 
    Financial
    Work at office

    Citigroup Inc

    San Antonio, TX
    5 days ago
  •  ...Job Title: Client Service Associate (CSA) Job Description Summary/Objective: Provide excellent...  ...working directly under the COO alongside Financial Advisors. Essential Job Functions:...  ...skills Problem-solving skills High-level confidentiality High-level customer... 
    Financial
    Work at office

    Pax Financial Group

    San Antonio, TX
    more than 2 months ago
  • Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational efficiency. This...  ...client relationships. The ideal candidate is highly organized, detail-oriented, and committed to delivering... 
    Financial
    Work at office

    Kestra Financial

    San Antonio, TX
    3 days ago
  • Financial Life Advisors. Where thoroughness is a way of working. Are...  ...first firm built on lifelong client relationships. Our advisors give...  ...is someone making sure the service runs smoothly, the paperwork...  ...POSITION SUMMARY The Client Service Associate supports advisors by... 
    Financial
    Work at office

    Financial Life Advisors

    San Antonio, TX
    3 days ago
  •  ...Job Summary Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors by providing excellent client service, ensuring accurate...  ...a client‑first mindset. Required Qualifications High school diploma, GED, or equivalent. Enthusiastic, highly... 
    Financial
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    San Antonio, TX
    1 day ago
  • $50k - $55k

     ...pediatric therapy , nursing, and school-based services. We seamlessly integrate into children...  ...are committed to providing high-quality pediatric services that help children...  ...for a critical thinker and proactive Client Service Associate in our San Antonio, TX office that... 
    Full time
    Work at office

    Care Options for Kids

    San Antonio, TX
    2 days ago
  • Firm Operations & Client Advisory Manager Our client is a well-established...  ..., accounting, and advisory services to closely held businesses...  ...helping clients make informed financial decisions and grow their...  ...and tax professionals, ensure high-quality client service, and... 
    Financial

    PRC Resources

    San Antonio, TX
    3 days ago
  •  ...Private Wealth Client Associate San Antonio, Texas To...  ...investment products and services for individuals,...  ...guidance. Merrill’s Financial Advisors and Wealth Management...  ...with their advisory team committed to their...  ...Is an enthusiastic, highly motivated self-starter... 
    Financial
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Antonio, TX
    3 days ago
  • A leading financial services firm in San Antonio is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. This role involves assisting Advisors with investment solutions, maintaining client relationships... 
    Financial

    JPMorganChase

    San Antonio, TX
    4 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...extraordinary customer service while maintaining a strong...  ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management...  ...employer and place a high value on diversity and... 
    Financial

    JP Morgan Chase

    San Antonio, TX
    3 days ago
  •  ...investment products and services for individuals,...  ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the...  ...relationship with their advisory team committed to their...  ...Is an enthusiastic, highly motivated self-starter... 
    Financial
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Antonio, TX
    4 days ago
  • Citigroup Inc. is seeking a Telesales Specialist to provide client service and sales support for banking and investment clients. The role focuses on inbound/outbound calls, resolving inquiries, and maintaining KYC/AML compliance while delivering best-in-class service.... 

    Citigroup Inc

    San Antonio, TX
    5 days ago
  • $50k - $55k

    A modern provider of professional services is seeking an Entry-level Advisory | Accounting | Audit | Tax | Payroll professional in San Antonio...  ...ideal candidate will assist with understanding clients' needs, preparing financial statements, and assessing risks. Candidates... 
    Financial
    Full time
    Worldwide

    ITC Worldwide

    San Antonio, TX
    13 hours ago
  • Financial Life Advisors is a planning-first firm dedicated to lifelong client relationships. We seek a Client Service Associate to support advisors by executing client service workflows, onboarding clients to portals and digital access, and maintaining accurate documentation... 
    Financial

    Financial Life Advisors

    San Antonio, TX
    3 days ago
  • $85.91k - $162.89k

     ...the ability to join a highly dynamic team focused...  ...providing exceptional client service in the area of...  ...informational technology risk advisory? If yes, consider...  ...identifying and managing financial and operational risks...  ...philosophy, helping associates meet their... 
    Financial
    Work experience placement

    Baker Tilly

    San Antonio, TX
    2 days ago
  • Client Service Administrator -Advisor/Communications Contract Mindlance is a national recruiting...  ...provides brokerage servicing and financial advisory assistance for Client Personal Wealth...  ...accurate/timely manner. Ability to handle a high volume of requests in a fast paced... 
    Financial
    Contract work
    Work experience placement
    Work at office

    Mindlance

    San Antonio, TX
    2 days ago
  •  ...Managing Director, M&A Advisory About the Company Full-service financial advisory platform serving middle-market companies with M&A, capital markets, and...  ...strong network, the ability to work independently, and a high level of performance in a remote-first,... 
    Financial
    Remote work

    Confidential

    San Antonio, TX
    5 days ago
  • $37.4k - $39.52k

     ...Member Service Representative Department: Member Service Center (MSC...  ...that strengthens their financial health and confidence in Credit...  ...PC skills and 10-key by touch Type 30 or better words per...  ...Education: Required ~ High School Diploma or equivalent... 
    Financial
    Hourly pay
    Full time
    Work at office
    Shift work
    Rotating shift

    Credit Human

    San Antonio, TX
    8 days ago
  •  ...Senior Manager, Private Client Services assists in providing...  ...services to our high net worth clients. Significant...  ...employees Supervises associates, senior associates...  ...understanding of financial planning conceptsAbility...  ...assurance, tax, and advisory services to clients... 
    Financial
    Work at office

    BDO International

    San Antonio, TX
    4 days ago
  • $21 per hour

    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf...  ...exceptional outcomes for our clients and the millions of...  ...by analyzing financial records, transaction data...  ...full-time schedule taking high-volume calls from customers... 
    Financial
    Hourly pay
    Full time
    Monday to Friday

    Conduent

    San Antonio, TX
    5 days ago
  • $17.98 - $19 per hour

     ...Member Service Representative Department: Member Service Center...  ...support that strengthens their financial health and confidence in Credit...  ...skills, PC skills and 10-key by touch, Type 30 or better words per...  ...environment Required Education: High School Diploma or equivalent... 
    Financial
    Hourly pay
    Work at office
    Shift work
    Rotating shift

    Credit Human Headquarters

    San Antonio, TX
    8 hours ago
  • $16 - $18 per hour

     ...Client Service Representative, Overnight $16 - $18/hr. | + $3/hr. Overnight Differential| San...  ...promptly. Process payments and assist with financial transactions accurately and efficiently....  ...emergency situations and periods of high activity. Demonstrate empathy and... 
    Financial
    Full time
    Work at office
    Flexible hours
    Night shift

    Ethos Veterinary Health

    San Antonio, TX
    22 hours ago
  •  ...lead accounting, payroll, and business advisory services across the Tax & Consulting practice....  ...the role drives strategic direction, client outcomes, and a unified operating model. You’ll lead a high‑performing team, oversee financial reporting, and partner with Wealth... 
    Financial

    Savant Wealth Management

    San Antonio, TX
    5 days ago
  • $75k - $100k

     ...tax team! This role offers exposure to high-net-worth individuals and businesses , with increasing involvement in Client Advisory Services . What You’ll Do Prepare and review federal...  ..., state, and local tax returns Analyze financial and tax data to determine accurate tax... 
    Financial
    Work at office
    Local area
    3 days per week

    The Bolton Group

    San Antonio, TX
    3 days ago
  •  ...Title Specialist I in Account Service Job Description At...  ...first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling...  ...responsibilities Manages a high volume of inbound calls (potentially... 
    Financial
    Afternoon shift

    JPMorgan Chase

    San Antonio, TX
    3 days ago
  •  ...Client Operations Representative The Client Operations...  ...client access to service provider systems, ensuring...  ...processes align with a high standard of member...  ...School Diploma or GED, Associate's Degree/Bachelor's Degree...  ...experience Student lending, financial aid or credit union... 
    Financial
    Work experience placement
    Work at office
    Work from home
    Home office

    Student Choice

    San Antonio, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to High-Touch Client Services Associate - Financial Advisory. Be the first to apply!