Wealth Management Client Associate - Client Services & Support
Bank of America ATM
Bank of America Corporation, through Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors by delivering exceptional service and tailored banking solutions. This role emphasizes client advocacy, policy alignment, and effective communication with both clients and advisers. Ideal candidates hold required FINRA licenses or will obtain them within a specified timeframe, and will thrive in a fast-paced environment with attention to detail and risk #J-18808-Ljbffr Bank of America Corporation
- BakerAvenue in Texas is seeking a Client Service Associate to join a collaborative wealth management team, supporting prospects, clients, and partners with precision and care. The role emphasizes partnering with Wealth Advisory and Operations, managing client onboarding...Suggested
- Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional service, coordinating client requests, and ensuring policy compliance. You will deepen client relationships, assist with daily team...Suggested
- BakerAvenue Wealth Management seeks a Client Service Associate to support prospects, clients, and partners within a collaborative team. You will assist with onboarding, documentation, and ongoing client servicing while coordinating with multiple internal teams. The role...SuggestedWork at office
- ...004, BakerAvenuehas guided clients through personal and professional... ...provides comprehensive wealth management and investment expertise... ...Role We are seeking a Client Service Associate. The Client Service... ...responsible for providing support functions to various internal...SuggestedLocal areaImmediate start
- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the... ...an in-office culture that supports collaboration, engagement,...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the... ...an in-office culture that supports collaboration, engagement,...Seasonal workWork at officeWork from homeShift workDay shift
$34.32k - $90k
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... ...other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Temporary workWork at officeLocal area- RESPONSIBILITIES: A client with Kforce is seeking a Client Support - Associate to join their team in Coppell, TX. Summary... ...to deliver world class customer service to our clients and maintain... ...utilize the CRM (Client Relationship Management) tool to accurately record each...Hourly payContract workTemporary workWork at officeFlexible hours
- ...thrives in a welcoming, customer service-oriented environment with... ...building strong relationships with clients, then look no further and... ...team as a Client Service Associate and be the friendly face for... ...experiences and providing essential support. In this role, you will...Flexible hours
- ...Senior Attorney Management Full Time Professional... ...issues. Review and support the development of compensation... ..., scalability, and service delivery. Leverage... ...as needed to meet client needs.Flexibility to occasionally... ..., or qualifications associated with the position....Full timeContract workTemporary workWork experience placementLocal areaMonday to FridayFlexible hoursShift work
- ...legal counsel to business leaders with primary responsibility for employment law, compensation and benefits, litigation, claims management, and compliance across multiple jurisdictions. The role requires a hands-on, business-minded professional who can solve complex legal...
- ...The focus of this role is to provide support to all managers and staff while ensuring that all retail... ...Oversee and perform all functions associated with leadership and oversight of a retail... ...Health. Provide excellent customer service to all patients while also coaching...Work at officeLocal areaShift work
- Smart Start is seeking an experienced, business-minded, and self-motivated Senior Attorney to be based in its Grapevine, Texas location. Reporting to the General Counsel, this attorney will serve as a trusted legal advisor to business leaders and cross-functional teams,...
- ...own cases, exercise judgment, influence strategy, and grow into a litigator and firm leader within a collaborative team. You will manage cases end-to-end, draft motions, negotiate settlements, and contribute to business development as the firm handles high-stakes disputes...
$15 per hour
...Customer Care Advocates to service customers toll accounts. Location... ...and screens Represent our clients in a positive, professional,... ...record call transactions Manage Call time effectively in... ...including the American Heart Association, Habitat for Humanity, A Just...Hourly payFull timeWork at officeLocal areaMonday to FridayDay shift- ...tools, and move relationships from reactive support to proactive partnership. What You'll... ...and repairs to minimize downtime Manage escalations for your accounts using our tiered... ...updated through resolution Work with Service, Parts, Sales, Warranty, and the...Temporary workWork at office
- A leading home health provider in Lake Worth, Texas, is seeking a Registered Nurse to deliver home care services. The RN will evaluate patients, develop care plans, and advocate for them while supervising clinical care team members. Candidates should have at least one...
$75k - $110k
...Description Job Description Associate Attorney Texas... ...independently while managing responsibilities and... ...to a broad range of clients. The firm focuses on practical... ..., and client-centered service. Role Description... ...with colleagues and support staff, maintain...Full timeContract workFor contractorsWork at officeLocal areaMonday to Friday- ...their care program. The role requires RN licensure in Texas, a BSN or equivalent experience, and preferred clinical nursing and case management background. You will work with a multidisciplinary team to implement comprehensive care plans and enhance patient experience in a...
- ...Fort Worth to assist them in hiring for an Associate Attorney focused in Family Law. This... ...Associate Attorney will work independently and manage their own caseload, with the opportunity... ...desire to contribute to a dynamic, client‑focused legal team. This is a full‑time...Full timeFlexible hours
- Aglivingcommunities in Haltom City, TX seeks a dynamic Community Manager to oversee multi-family property operations, resident relations... .... Lead a team, drive occupancy, and ensure exceptional service and compliance. The role emphasizes leadership, budgeting, leasing...
- ...initiatives. You'll work closely with stakeholders across multiple functions, helping balance business objectives with risk management while supporting the continued growth of the organization. This is a great opportunity for someone who enjoys solving complex problems,...Contract work
$100 per hour
...with assignments that suit your preferences and lifestyle. ~ Streamlined Credentialing: Managing paperwork so you can focus on patient care. Logistical Support: Handling travel and housing arrangements. Flexible Opportunities: Offering a variety of short...Hourly payTemporary workLocumLocal areaFlexible hoursShift workWeekday work- ...A bit about us: Our client is a well-established, regionally expanding law firm known... ...and a strong track record of promoting associates into partnership. It's a firm with... ...strong business development and marketing support, deep HR infrastructure, and reliable staff...Temporary workWork at officeLocal area
- ...a Staff Pharmacist to lead pharmacy operations in North Richland Hills, TX. You will support the Pharmacy Manager, ensure patient safety, regulatory compliance and high-quality service. Lead Pharmacy Support Staff and drive programs that improve health outcomes for patients...
$72k
...to federal court is helpful but not mandatory. The ideal candidate should have familiarity with the civil litigation process and associated documents. Prior experience in real estate law, business law and post judgment remedies is a plus. Newly licensed attorneys will...Work at officeRemote work- ...will also serve as Assistant Corporate Secretary, supporting the Board of Directors and executive leadership... ...a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our network serves customers in more than 100 countries...
- Therapy & Beyond is a leading ABA organization seeking a Patient Accounts Specialist in Flower Mound, TX. You will manage client financial accounts, maintain billing status, and resolve complex insurance inquiries, acting as a patient advocate between families, clinical...
- ...tools, and move relationships from reactive support to proactive partnership. What You’ll Do... ...parts and repairs to minimize downtime Manage escalations for your accounts using our... ...customers updated through resolution Work with Service, Parts, Sales, Warranty, and the...Work at office
- ...resolving customer inquiries, and maintaining store operations. Ideal candidates will have a high school diploma and prior customer service experience, preferably in a retail or cannabis setting. This opportunity is full-time and based in Lake Worth, Texas. #J-18808-...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate - Client Services & Support. Be the first to apply!
- remote database management Southlake, TX
- store management trainee Southlake, TX
- health information management work from home Southlake, TX
- creed management Southlake, TX
- waste management work from home Southlake, TX
- construction management full time Southlake, TX
- water management Southlake, TX
- property management Southlake, TX
- emergency management specialist Southlake, TX
- management team Southlake, TX


