Financial Services Client Associate - Houston
Fwainvest
Fwainvest is seeking a dynamic Registered Client Service Associate to support Financial Advisors and provide high-quality administrative assistance. With over 60 years in the industry, we value effective communication and organizational skills in a fast-paced environment. The role includes onboarding clients, managing accounts, and preparing financial materials. A high school diploma and securities industry experience are preferred. Join us to develop your career! #J-18808-Ljbffr Fwainvest
$87.36k - $131.04k
...6Posted: 2026-07-13Location: Houston, Texas, United StatesSalary:... ...$131 040,00Category: Private Client Coverage, WealthCompany: CitiThis... ...highest level of customer service and teamwork.Ensure all documentation... ...wealth management or other financial services roles.Strong...SuggestedFull time$85k - $160k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio... ...that help our clients achieve their most critical... ...worldwide, across a wide range of services, including the Transaction... ...Experienced Financial Analyst or Associate based in the Houston office who will be...SuggestedFull timeWork at officeWorldwide- ...management and investment products and services for individuals, companies, and... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...States of America) Hours Per Week: 37.5 #J-18808-Ljbffr Houston DoseSuggestedSeasonal workWork at officeWork from homeShift workDay shift
- NPAworldwide's Houston-based wealth management client seeks a Client Service Associate (RIA) to join the client experience team on-site in the Galleria area. You will open accounts, handle transfers, update records, and support daily operations while delivering a high-touch...Suggested
- ...Amegy Bank, here you grow. We are looking for a Client Relationship Associate to join our Energy Lending team in Houston, TX . Our Energy Lending team is dedicated to providing exceptional service and tailored financial solutions to our clients. The ideal candidate for...SuggestedWork experience placementFlexible hours
$87.36k - $131.04k
...product partners) to fulfill client requests. Responsibilities Applies... ...highest level of customer service and teamwork. Ensures all... ...in wealth management or other financial services roles. Strong analytical... ...experience. Location Houston, Texas, United States Salary...Full time$100k
...management and investment products and services for individuals, companies, and... ...advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...Hours Per Week: 40SummaryLocation: Houston; Kingwood; The Woodlands; The...Full timeWork at officeDay shift- ...Morgan Wealth Management - Private Client Investment Associate - Houston, TX Houston, TX, United States Job... ...delivering extraordinary customer service while maintaining a strong commitment... ...investment solutions to meet their financial needs. As a Private Client...Full timeShift work
- ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land, Texas; Rosenberg... ...and delivering for our clients, teammates, communities... ...to appropriate internal service providers based on... ...in-office expectations associated with your role. These expectations...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Sysco Northeast RDC in Houston is seeking a corporate FP&A professional to drive reporting, analyses and business insights. The role supports... ...P&L decisions. Ideal candidates have extensive experience in financial modeling, cross-functional partnering and a strong commercial...
- Hanwha Energy USA, headquartered in Houston, Texas, is seeking a Corporate Planning/Financial Analyst to support the Chariot Corporate Planning team with annual and long-term financial planning, budgeting, forecasting, and management reporting. The role involves reporting...
- Flexicrew Technical Services in Houston, TX is hiring a Senior FP&A Analyst to serve as a key financial business partner across multiple units. You will lead budgeting, forecasting, financial analysis, management reporting, and strategic decision support while partnering...Remote work
- ...will cultivate long-term client relationships, drive... ...deliver comprehensive financial solutions. This role... ...suite of products and services. PlainsCapital Bank was... ..., Dallas, Fort Worth, Houston, Lubbock, the Rio Grande... ...groups and industry associations to expand market reach...Local area
- WhiteWater Express Car Wash in Houston, TX is seeking an FP&A Analyst to turn data into strategic insights that influence executive decisions. You will build financial models, support budgeting, analyze performance, and provide actionable recommendations to drive growth...
$85k - $160k
...Experienced Financial Analyst Or Associate Houlihan Lokey, Inc. (NYSE:HLI) is a... ...perspectives that help our clients achieve their most critical... ...or Associate based in the Houston office who will be... ...teams, based upon information services such as S&P Capital IQ and...Work at office- ...marine fuels group, is seeking an Oil Derivatives Trader in Houston to join an international desk. Based in Houston, you will work... ...oil products. You will join a truly global workplace that services its clients and physical asset base by trading oil products, biofuels, carbon...
- ...headquartered in Denmark. Our Houston office supports physical fuel... ...technical expertise and dependable service. Bunker One's physical operations are supported by financial hedging in the derivatives... ...physical assets and an extensive client base. Based in Houston along...Work at officeLocal areaRelocation
$150k
...the Testing, Inspection, and Certification industry, based in Houston, Texas.What’s in it for You:Competitive Salary:Up to $150K base... ...contribute to the success of a global leader in the Engineering services industry, apply now. Take the first step towards a rewarding career...Contract workWork at officeRemote work$260k
A leading law firm is seeking experienced Associate Attorneys for its Corporate, Finance, Litigation & Trial, and Tax departments in Houston. Candidates should have a JD and a minimum of three years' experience in private equity or relevant areas. The firm offers competitive...- Foxconn Industrial Internet - FII in Houston is seeking an IT Security Analyst to protect enterprise systems, networks, and data across corporate and manufacturing environments. This onsite role focuses on hands-on use of security technologies to detect threats, investigate...
$70k
A leading talent acquisition firm is seeking a Personal Banker for a community bank in Houston, TX. The role involves managing customer accounts, resolving service issues, and maintaining positive relationships. Candidates should have a high school diploma and at least...- ...Job Description Job Description Corporate Finance Associate – Houston, TX Direct Counsel represents an Am Law 100 firm seeking a Corporate... ...transactions with significant deal responsibility and client exposure. Position Highlights ~2–4 years of experience...Work at officeFlexible hours
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart... ...exceptional wealth management services to ultra-high net worth clients. Join our... ...unique opportunity to work closely with Financial Advisors, providing personalized solutions...Local area
- ...retirement readiness, Voya Financial is committed to delivering on... ...Work-Life Balance Program Association with an organization that has... ...Professional to join our team in the Houston area to work plan sponsor... ...strategies, and research client service issues and investment...Local area
- Watts & Associates Recruitment is representing a premier Am Law 100 debt finance and lending practice in Houston, seeking a Finance Associate with 3-6 years of substantive experience.... ...transactions, direct access to partners and clients, and high-value matters in secured,...
$130k - $175k
Sectors | Trade and Commodity Finance | Associate| Houston About ING In the Americas, ING’s... ...division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients. When you come to work at ING, you’re...Work at officeWork from home- ...Account Representative Voya Financial Advisors, Inc., a leading independent... ...Rep to join our team in the Houston area to work within plan sponsor... ...record ideally in the financial services field preferred ~ Desire to assist clients meet their financial and retirement...
- A top law firm in Houston is seeking a Project Finance Associate with a minimum of 3 years of experience, preferably in the energy sector. This role entails... ...and provides significant responsibilities with direct client interaction. Ideal candidates should have exceptional...
$100k - $120k
A reputable wealth management firm in Houston, TX is seeking a skilled Wealth Advisor to deliver exceptional service to legacy clients while supporting new client acquisition. The ideal candidate has a CFP designation, 5-10 years of experience in wealth management, and...Full time$260k - $390k
Finance Associate | Houston, TX | Firm Policy | 3-6 Years' Experience | $260... ...regarded Am Law 100 national full-service law firm seeking a Finance... ...private-equity sponsors and financial institutions within a... ...high-value work, important clients and cross-practice collaboration...Work at office
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