Registered Client Service Associate
Ameriprise Financial Services, Inc.
Ameriprise Financial Services, LLC in Houston, TX, seeks a Registered Client Service Associate to support advisors with client data analysis, financial planning, and transaction processing. You will participate in meetings, prepare forms for submissions, and assist with new business paperwork and marketing events. Strong client service experience is essential. The role requires a Bachelor’s degree or equivalent and 3–5 years of experience, plus Series 7 and securities registrations or #J-18808-Ljbffr
- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...SuggestedImmediate start
- ...Company We’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in financial... ...#1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedWork at officeLocal area
- ...Company We’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in financial... ...the world. Job Description The Registered Client Service Associate utilizes the client relationship...SuggestedHome office
- ...UBS is seeking a Client Associate in Houston, Texas. In this role, you'll support the team by maintaining client information and preparing... ...meetings. The ideal candidate should have 2-5 years in client service within finance, along with series 7 and 66 licenses. You will...Suggested
- ...Client Service Associate | Houston, TX Houston investment advisor seeks motivated Client Service Associate to enhance the client experience... ...1st of each year Check that advisors are appropriately registered for states outside of Texas when needed Develop BD...Work at office
- ...Client Service Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placementWork at office
$54k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive... ...Requirements: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred Bachelor...- ...Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is... ...'ll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with...Work at officeImmediate start
$55k - $60k
...collaboration, and building meaningful connections with partners, clients, and communities. Job Description Job Description We are seeking a polished and dependable Client Service Associate to join our team in Houston. In this role, you will be the primary...Full time- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...Client Service Associate - Houston Area A boutique wealth management firm located in Houston is seeking a Client Service Associate to join their team. Candidates must have 5-10 years of experience in wealth management or financial services. This position is 20% administrative...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$75k - $105k
...Reporting to the Client Operations Manager, the Senior Client Operations Associate serves as a senior team lead within the Client Operations group. This individual is responsible for owning key client service workflows, supporting operational execution, and providing day...Internship$49k - $54k
...Client Service Associate Catch 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...Full time- ...Job Description POSITION SUMMARY 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...Work at officeLocal area
- ...Senior Client Service Associate 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...Work at officeImmediate startVisa sponsorship
- ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts...Remote workFlexible hours
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering...Work at office
$83k - $120k
...As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking...Work at office- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
$60k
...Inscription Capital is looking for a dynamic Wealth Management Operations Associate/Client Service Associate in Houston, Texas. This role involves providing essential support to Financial Advisors and managing client relationships effectively. The ideal candidate should...- ...Description Working with the Commercial Lines Account Manager in the management of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and ID cards, assisting with claims,...
$18 - $28 per hour
About the Company Urban Park Services supports urban environments by providing efficient... ...excellent service and maintaining strong client relationships. Position Overview We are... ...customer-focused Entry Level Client Service Associate to support our Houston operations. This...Hourly payPermanent employmentFlexible hours$45k - $65k
...Job Description Job Description Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000 ABOUT THE FIRM We are a boutique, fiduciary wealth management firm serving successful families, business owners...Full timeWork at officeRemote work- ...NPAworldwide is seeking a Client Service Associate (RIA) in Houston, TX, to provide exceptional client experiences in a boutique wealth management firm. The role involves opening accounts, facilitating transactions, and maintaining client records, while collaborating...
- ...fully virtual team, supporting union members and credit union clients nationwide. These individuals have requested information about... ...suited for professionals with a background in benefits, financial services, client advising, or consultative roles who are looking for...Weekly payRemote workFlexible hours
- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique...Local area
- ...Solutions Inc. is seeking a motivated and customer-focused Client Relations Associate to join our growing team in Houston, TX. In this role, you... ...to build lasting relationships, deliver exceptional service, and support client success. This position is ideal for individuals...
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
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