Senior Private Banking Client Service Associate
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Senior Client Service Associate to join its Latin America Private Bank team in Houston, TX. The associate will be responsible for maintaining and enriching client relationships, serving as the primary point of contact for all service-related needs. The ideal candidate will have strong communication skills in Portuguese and at least 3 years of experience in the investment management industry. The position offers a competitive salary and comprehensive benefits package. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...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...SeniorWork at office
$75k - $95k
...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...SeniorWork at office- ...Description Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct... ...resolution and escalation for service issues, liaises with bank partners to manage issues Identify and address product...SeniorFlexible hours
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is... ...for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving...SuggestedWork at office
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account... ...of resolution and escalation for service issues, liaises with bank partners to manage issues Identify and address product/service...SeniorFlexible hours
- Houston Dose in Houston, Texas, is seeking a dedicated financial center client consultant. You will be the first point of contact for clients, helping them navigate personal banking needs and connecting them with solutions. Responsibilities include assisting clients with...Senior
- Northern Trust Corp is seeking a Senior Personal Banker in Houston, TX. The ideal candidate will deliver exceptional client service, manage accounts, and execute banking operations efficiently. Responsibilities include processing transactions, resolving inquiries, and...Senior
- TwinThread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high-net-worth clients, collaborating with various teams, and fulfilling client requests efficiently. Candidates must possess FINRA Securities...Work at office
- PNC Financial Services Group, Inc. is seeking a Client Service Associate in Houston, TX. In this role, you will foster long-term client relationships while providing exceptional service on various financial transactions. Candidates should hold a Bachelor's degree and exhibit...
- ...Bank of America seeks a client service support professional in Houston, Texas, for Merrill Wealth Management. This role involves educating clients on banking services and ensuring the accuracy and completeness of client interactions. The candidate should hold necessary...Work at office
$80k - $105k
Wealth Management Associate / Client Service Associate (RIA) Houston, TX (Galleria area, On-site) $... ...client is a Houston-based, boutique private wealth management firm overseeing over... ...client records, including beneficiaries, banking details, and contact inform...- TwinThread is seeking a Senior Client Service Associate to enhance client relationships within the Latin America Private Bank. This role will involve serving as the primary contact for service-related needs, ensuring flawless execution of client requests and inquiries....Senior
- ...Private Wealth Client Associate Houston, Texas To proceed with your application, you must be at least... ...18 years of age. Acknowledge ( Bank of America employees are required to... ...management and investment products and services for individuals, companies, and...Seasonal workWork at officeWork from homeShift workDay shift
- Bank of America is looking for a Financial Advisor Client Associate in Houston, Texas. The role involves providing client service support to Financial Advisors, ensuring excellent client experiences through education on banking services. Candidates should possess strong...
$105.4k - $124k
...U.S. Bank seeks a talented Business Banking Relationship Manager in Houston, Texas, responsible for building strong relationships with business clients. The role involves understanding clients' financial needs, providing tailored solutions, and helping them achieve their...Senior- SouthState Bank, N.A. is seeking a Universal Banker in Houston, Texas. This position serves as a single point of contact for customers, handling transactions and promoting services to expand customer relationships. The ideal candidate will have a high school diploma and...Senior
- ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...investment insights of Merrill coupled with the banking convenience of Bank of America....Seasonal workWork at officeWork from homeShift workDay shift
- ...Senior Property Accounting Manager Who: A seasoned accounting leader with 10–20 years of... ...Environment: Collaborative, professional, and client-focused workplace. Salary: Commensurate... ...budgets and oversee cash management with banking partners. Support tax processes for 25+...SeniorWork at officeImmediate start
- ...Houston is seeking a Relationship Manager IV for Corporate Banking to manage and service complex loan relationships. This role involves analyzing... ...team that values integrity and continuous learning, ensuring clients receive tailored financial solutions. #J-18808-Ljbffr BOK...Senior
- BOK Financial is seeking a Relationship Manager IV for Corporate Banking in Houston, Texas. This role involves managing the largest and... ...relationships, evaluating loan proposals, and developing client relationships. Join a team committed to collaboration and innovation...Senior
- A prominent banking institution is looking for an experienced Healthcare Lending Relationship Manager to join their Healthcare and Not for Profit team in Houston. This role involves managing client relationships, developing business opportunities, and ensuring client satisfaction...Senior
- 001 The Northern Trust Company is seeking a Sr. Personal Banker to deliver exceptional client service while managing a diverse range of banking products. The role involves executing account servicing activities, cross-selling products, and advising on client needs. The...Senior
- Fifth Third Bank, N.A. is seeking a Business Relationship Manager III in Houston, TX. The role involves business development, relationship management, and providing financial solutions to clients. Successful candidates will need a Bachelor’s degree and at least 5 years...Senior
- ...Manager IV for its Houston location. This role is central to managing commercial loans and involves a strong focus on client relationships and financial services. The ideal candidate will have 8-10 years of experience in commercial lending or an equivalent combination of...Senior
- ...businesses. The ideal candidate will have a Bachelor's degree and extensive experience in commercial banking, with duties including portfolio management and developing client relationships. Join our team and contribute to our mission in commercial banking. #J-18808-Ljbffr...Senior
$60 per hour
...scenarios — verifying that fee amounts and category names match the bank's disclosed fee schedule exactly, and flagging cases where the... ...statements, fee citation, and the difference between self-service and manual retrieval channels; Develop beneficiary update scenarios...SeniorHourly payPermanent employmentTemporary workPart timeInterim roleImmediate start10 hours per week- A leading financial services firm in Houston seeks a Private Banker 4 to coordinate the delivery of wealth products and services to high net worth clients. The ideal candidate has over 10 years of experience in Private Banking or Wealth Management. Responsibilities include...Senior
- ...Overview Your role: Are you truly service oriented? Do you know how to take care of people... ...keep management systems up-to-date with client information educate clients on account services... ...wealth manager and the leading universal bank in Switzerland. We also provide...Full timeWork at officeFlexible hours
- Santander Private Banking International seeks a Private Banker to deliver superior service to affluent clients with over $4MM in assets. Your role involves expanding and retaining client relationships by partnering with specialists and providing tailored investment solutions...Senior
- ...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... ...care. Oversee day-to-day banking transactions, investment...SeniorWork at officeImmediate startVisa sponsorship
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