Wealth Management Client Advocate
Houston Dose
Houston Dose seeks a dedicated client service support professional in Houston, Texas. The role involves assisting Financial Advisors with client service needs, emphasizing educational support and client relationship management to ensure optimal service delivery. The ideal candidate will be highly motivated, possess strong customer service skills, and demonstrate the ability to adapt to new technologies. A High School diploma is required along with relevant experience in client management. We foster an inclusive work environment and value diversity in our team. #J-18808-Ljbffr Houston Dose
- 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...SuggestedWork at office
- ...Right Executive Search, LLC is looking for a Wealth Management Associate in Houston, TX. This role is vital for providing exceptional client service and managing daily operations in wealth management. Candidates should have 3 to 10 years of experience, strong communication...Suggested
- ...a dedicated individual for operational and administrative support within our Wealth Management team in Houston, Texas. The successful candidate will maintain management systems, assist clients, prepare reports, and organize marketing events. You will need a high school...SuggestedFull time
- Rockefeller Capital Management in Houston is looking for a Client Associate to support high-net-worth clients. Responsibilities include account opening and maintenance, client correspondence, reporting, and operational support. The ideal candidate will have 1-3 years of...Suggested
$50k
...Classification: Full Time / Non-Exempt Reports to: Advocacy Manager Daya empowers survivors of domestic violence and sexual... ...to help end the cycle of abuse. Core Job Description: The Client Advocate supports survivors of domestic and sexual violence by providing...SuggestedFull timeWork at office$30 - $45 per hour
...personal injury law firm in Houston seeks a Personal Injury Case Manager. In this role, you will support accident victims through the claims process while managing case files and communicating with clients. The ideal candidate has over 3 years of experience in case...Hourly payFull time- THE LAW OFFICES OF KANNER AND PINTALUGA PA in Houston, TX, is seeking a full-time Personal Injury Case Manager. The role involves direct interaction with clients and third parties, managing documents, and maintaining electronic case files. Ideal candidates will have strong...Full timeWork at office
- ...A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client services and support... ...Financial Advisors in Houston, Texas. Key responsibilities include managing client inquiries, executing transactions, and maintaining...
$25 - $45 per hour
A personal injury law firm in Houston is looking for a dedicated Personal Injury Case Manager to assist clients through the claims process. This role involves conducting initial consultations, managing case files, and providing essential support to accident victims. Ideal...Hourly pay- AK Law Firm, PLLC in Houston is seeking a full-time Case Manager to join their growing personal injury practice. The ideal candidate excels... ...and relationship-building while managing a caseload of clients. Responsibilities include maintaining client files, coordinating...Full time
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Seasonal workWork at officeWork from homeShift workDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Seasonal workWork at officeWork from homeShift workDay shift
- ...administrative support to Financial Advisors. You’ll: keep management systems up-to-date with client information educate clients on account services and... ...Land, The Woodlands Your team You’ll be working in the Wealth Management team in the Clear Lake office. Our role is...Full timeWork at officeFlexible hours
$85k - $100k
Client Relationship Associate - Houston, TX Job Description Angeles Wealth Management ("AWM") seeks a detail-oriented, client-focused Client Relationship Associate to support the delivery of a high-quality wealth management experience for clients and advisors. This role...Work at officeLocal areaWork from homeMonday to Thursday- ...Description The Client Advocate is responsible for providing strategic relationship management and consultative services to our clients. The Client Advocate is responsible for marshalling WTW resources to provide coordinated service and placement activities that meet...Contract workTemporary workLocal areaVisa sponsorshipWork visaFlexible hours
- ...home while helping families understand valuable benefits and financial protection programs. As a representative, you will meet clients virtually, provide exceptional customer service, and maintain accurate records. Requirements include strong communication skills, a...Remote workWork from home
- ...Client Advocate Location US-TX-Houston ID 2026-2178 Category Business Development Position Type... ...experience for existing clients Utilizes client relationship management system (CRM) to document leads/opportunities, client information...Bi-weekly payFull timeTemporary workInternshipLocal areaRemote workFlexible hours
- A leading insurance consultancy in Houston is looking for a Client Advocate to manage client relationships and provide strategic insurance consultation. Candidates should have over five years of Property & Casualty insurance experience, excellent negotiation skills, and...
$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- LVMH Group is seeking a passionate individual for a client-facing role at FENDI in Houston, Texas. The ideal candidate excels in storytelling and building authentic client relationships, achieving sales goals while maintaining brand values. Responsibilities include delivering...
- ...Erwin McGowan - State Farm Agent in Houston, Texas, is seeking an Account Manager to strengthen customer relationships and improve community engagement. You will play a crucial role in driving retention and growth by offering relevant insurance products while ensuring...
- ...attorneys scale their practice, increase client volume, and expand income—without the... ...Educate clients on estate preservation, wealth transfer, and beneficiary planning ~ Deliver... ...Solutions is a client-focused wealth management firm dedicated to providing personalized...For contractors
- ...Claims Supervisor to provide oversight and coordination for client claims, ensuring exceptional service and effective... ...Texas Claims Adjuster License. This hybrid role involves managing complex claims and advocating for clients, with opportunities for growth in a supportive...
- ...Description Summary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement... ...clients to open and/or service portfolio accounts per request of Wealth Advisor Attend meetings with clients as needed Team...Work at officeRemote workWork from homeFlexible hours
- ...Job Description Job 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...
- ...Business Immigration Associate Attorney to provide exceptional legal services in business immigration law. This role involves client engagement, managing documentation, collaboration with internal teams, and professional development. Candidates should possess an active bar...
- Texans Can Academies seeks a Student Enrollment Ambassador in Houston, Texas to connect with prospective students and families. The ambassador will promote enrollment, strengthen family trust, and create leadership opportunities among peers. Key responsibilities include...
$175k - $200k
...Attorney to take on a leadership role. The ideal candidate will manage complex immigration cases and mentor junior attorneys. Strong... ...proceedings are required. This position also involves representing clients in court and upholding high standards of legal practices. The...- A community college in Houston is seeking a Part-time Supplemental Instruction Leader. You will provide academic and technological support in SI sessions for students. Required qualifications include a high school diploma, strong presentation skills, and experience in teaching...Part time
- Young Invincibles is seeking young adults aged 18-34 for its Young Advocates Program in Houston, Texas. This program empowers participants to develop advocacy and leadership skills while engaging in vital community issues like higher education and healthcare access. Participants...Hourly pay10 hours per week
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