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
- ...Job Overview Merrill Wealth Management is hiring a Financial Advisor Client Associate to provide client service support to multiple Financial Advisors. The role involves supporting enterprise strategic objectives, operational excellence, and client advocacy while customizing...SuggestedSeasonal workWork from homeShift workDay shift
- ...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
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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...Suggested
- ...Private Wealth Client Associate Houston, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge... .... Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Overview 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 workShift workDay shift
- Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors and clients with a client-centric approach. You will help educate clients on available services, ensure accurate materials, and assist with day-to-day team...
- Pennington Partners & Co. in Houston, Texas, is seeking a Client Relationship Associate to support day-to-day interactions with clients in private wealth management. This entry-level role is ideal for motivated recent graduates who wish to build their careers in a client...
- Westwood-Management-Corporatio in Houston is seeking a Senior Wealth Associate to support Advisors in delivering exceptional client experiences. This role involves preparing client materials, supporting planning and project execution, and ensuring accuracy in client deliverables...
- Inscription Capital and Family Office in Houston, Texas is looking for a Wealth Management Operations Associate/Client Service Associate. This role requires excellent communication and problem-solving skills to ensure exceptional client service in a dynamic environment....Work at office
$60k - $75k
Houston City Personnel is seeking a Client Service Associate to join their Wealth Management team in Houston, TX. This full-time position offers a competitive salary ranging from $60,000 to $75,000 annually. The ideal candidate will provide professional support and assist...Full time$80k - $100k
Job Description Client Service Associate (RIA) Location: Houston, TX (Galleria area, On-site) Industry: Wealth Management Salary: $80k to $100k, plus bonus Our client is a Houston-based, boutique private wealth management firm overseeing over $850 million in client...$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...- J.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX Houston, TX, United States On behalf of J.P. Morgan Chase, we are looking for a Private Client Investment Associate to support our Private Client Advisors within Wealth Management. The role...
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate for its Houston branch. This role involves providing client... ...and administrative support to Private Client Advisors within Wealth Management. The ideal candidate will assist in managing relationships, facilitate...
$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$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...Full timeWork at office- ...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
- Carrollins is seeking an Account Manager in Houston, Texas to manage and retain Personal Lines clients, delivering exceptional service and conducting proactive coverage... ...renewals, provide policy servicing, and advocate for clients while maintaining compliance. The ideal...Flexible hours
- 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
- 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...
$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$60k - $75k
...Overview Client Service Associate – Wealth Management, Houston, TX. Base pay range: $60,000.00/yr - $75,000.00/yr. Employment type: Full-time. Seniority level: Associate. Job function: Administrative and Finance. Industries: Financial Services and Investment Banking....Full time- ...earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $5 billion across advisory mandates, private... ...roots—valuing agility, creativity, and an unwavering client focus. The Client Relationship Associate is an entry-...Part timeInternshipWork at officeLocal areaWork from homeWorldwide
- ...role. JOB DESCRIPTION As a Senior Client Service Associate within the Latin America... ...+ years of experience in the investment management industry Preferred qualifications,... ...ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment...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... ...management responsibilities over time. Why Willis Johnson Wealth? Willis Johnson Wealth is a fast growing, award winning,...Internship$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- ...Stifel strives for a culture that puts its clients and associates first: a culture where... ...of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee... ...thinking like a start-up. We are a global wealth management and investment banking firm...Work at officeImmediate start
- Houston Area Womens Center is seeking a Bilingual Client Advocate in Houston, TX, to provide trauma-informed and client-centered services to survivors of domestic and sexual violence. This full-time position requires a Bachelor’s degree in a related field and bilingual...Full time
- ...from 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 jobWork from home
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