Investment Services Associate — Client & Trade Support
SWBC
SWBC is looking for a talented professional to assist Financial Advisors in servicing clients and placing trades in San Antonio, Texas. The role demands a minimum of two years of experience in investment or financial service sectors along with Series 7 and Series 63 licenses. Candidates will be providing customer service, making trade recommendations, and preparing client presentations. Competitive compensation, work-life balance, and career growth opportunities are offered. #J-18808-Ljbffr SWBC
$58.3k - $80.1k
...Job Title Registered Client Service Associate Job Description The registered... ...processing transactions, trades for clients, and other... ...administrative/reception/operations support, as needed, for the... ...financial plans, conducting investment research, and completing...SuggestedFull timeHome office- Job Title: Client Service Associate (CSA) Summary/Objective: Provide excellent... ...Advisors. CSAs do not make investment decisions related to the... ...related problems Providing trade instructions to trade teams... ...execution, and financial planning support for advisors Personal...SuggestedWork at office
$65k - $80k
...businesses and high-net-worth clients. This role blends client service with paraplanning... ...collaboratively with advisors, investment professionals, CPAs and... ...-focused solutions and supports the development of... ...strategies and executes all associated planning tasks and...SuggestedWork at office- Job responsibilities Support Advisors' book of business including but... ...opening, money movement and investment trades. Aid the Advisors by building and maintaining client relationships through processing... ...reviews, promoting firm services to deepen client relationships...Suggested
- ...are passionate about client experience and goals driven... ...will provide client service operational marketing and administrative support to the primary Private... ...as a team with other associates to support a group of... ...opening, money movement and investment trades Aid the Advisors by...Suggested
- ...Client Service Associate At Skillbridge Academy, we are committed to building meaningful career pathways through innovation, collaboration,... ...experience. You will work closely with internal departments to support daily operations and help strengthen long-term client...Full timeWork at office
$62.62k - $87.38k
Citigroup Inc. is seeking a Registered National Investor Center Support Associate in San Antonio, Texas. This full-time position focuses on servicing clients and adhering to regulatory procedures including KYC and AML. You'll respond to client requests, ensure exceptional...Full time- ..., LLC is seeking a Senior Client Service Associate who will play a pivotal role... ...operations, overseeing support staff and enhancing the client... ...client issues, including investment product details and pricing... ...regulatory standards. Oversee trading, account transfers, and...Full timeWork at office
$45k - $50k
...pediatric nursing, therapy, and school‑based services. We seamlessly integrate into children... ...where they are by providing the support and resources necessary to decrease... ...achieve an optimal work‑life balance. Client Service Associate We are looking for a critical thinker...Full timeWork at office- A leading financial institution in San Antonio is seeking a Private Client Investment Associate to provide operational support and enhance client relationships within the wealth management team. This role requires a valid Series 7 license, proficiency in risk management...
$49.01k - $68.39k
Citigold Private Client Service Associate Join to apply for the Citigold Private Client Service Associate... ...role is a Client Service and Sales support position responsible for servicing... ...(AML) procedures for Citi’s Investment and/or Banking clients. Position is responsible...Full timePart timeWork at office- ...Client Service Associate At Gallagher, we're united by a commitment to doing things the right way. As a Client Service Associate, you'll... ...you'll make an impact: Help ensure smooth operations by supporting the branch's workflow processes. Create essential documents...Live outWork at officeLocal areaFlexible hours
- ...seeking a Wealth Client Management Consultant... ...advisors to service and retain wealth... ...asset movements, and trade flow requests) with... ...May participate in investment reviews and annual... ...seen, respected, and supported. It is our intent... ...or hairstyles associated with race), religion...Temporary workWork experience placementWork at officeLocal areaFlexible hours
- A multinational financial services company in San Antonio is seeking a Client Service Associate to support sales through exceptional client service. Responsibilities include managing client inquiries, ensuring compliance with KYC/AML regulations, and driving process improvements...
- ...Client Support Specialist To be eligible for consideration of this... ...and therefore a complex service and investment need. In this role, you will... ...funds and fixed income trades and other specialized monetary... ...from hiring and/or associating with individuals with certain...Remote job
$15 - $18 per hour
...Veterinary Client Service Representative Do you love pets and people? Are you energetic, enthusiastic, and a pro at multitasking? If... ...Client Service Representative, you will play a crucial role in supporting our emergency, critical care, and specialty departments while...Full timeFlexible hoursNight shiftWeekend work$14.5 - $16.5 per hour
Client Service Specialist (Legal Assistant) Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless... ...the opportunity to build lasting relationships and provide support for clients throughout the claims process via the computer/...Hourly payFull timeImmediate startRemote workWork from homeWeekend work- ...Client Resolution Specialist WebTPA, a GuideWell Company, is a healthcare third-party... ...maintains responsibilities similar to a Customer Service Representative and is responsible for... ...Be Doing: Provide standard client support: Primary client contact for claims and...Temporary workPart timeWork experience placementMonday to FridayFlexible hours
- ...Trade Manager For over 70 years Buckland has been working to... ...and Warehousing/Distribution Services. Buckland strives to provide... ...ACE Reconciliation filings. Supporting with CTPAT related inquiries... ...Ensuring all onboarding of new clients or services meet the...
$62.62k - $87.38k
...Registered National Investor Center Support Associate is a Client Service and Sales support position, fully... ...Laundering (AML) procedures for Citi’s Investment clients. Position is responsible... ...and placing unsolicited securities trades (Series 7 & 63 required) as required...Full timeWork experience placementWork at office$39.23k - $62.77k
...experiences, and backgrounds, investing in a culture designed... ...stronger community of associates united by our mission.... ...every day: Integrity, Client Focus, Diverse... ...new ones As a Client Services Representative, you’ll... ...feel comfortable and supported while they’re making significant...Full timeTemporary workInternshipLocal areaFlexible hours- Client Services Specialist Full-Time 5B Mid Admin San Antonio, TX, US 6 days ago Requisition... ...Wealth, the Client Services Specialist supports onboarding, ongoing account administration... ...brokerage, custodial, and alternative investment platforms. This role partners closely...Full timeWork at office
- Client Success Specialist II page is loaded## Client Success Specialist IIlocations: US-TX... ...that values your contributions and supports your growth, we would like to meet you.**... ...competency or ability to learn quickly)* Customer service background preferred* Excellent verbal,...Permanent employmentTemporary workWork at officeFlexible hours
- ...is seeking a motivated professional to join our remote team in San Antonio, Texas. This role supports clients through planning and coordination, ensuring exceptional service. Responsibilities include client communication via phone and email, record maintenance, and collaboration...Remote jobFlexible hours
- Client Service Representative Job Description Are you seeking your next exciting career opportunity in sales? Look no further, as we're searching... .... Get ready to maximize your earning potential with our full support along the way, while also enjoying a rewarding career path....Remote job
- Corient Private Wealth LLC. in San Antonio, TX, is seeking a Client Success Specialist II to act as the central point of contact for... ...between clients and advisors, managing daily communications, and supporting client data inputs. The firm values flexible, detail-oriented...Flexible hours
- Job Responsibilities Provide clients with exceptional service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Bankers in deepening client relationships by taking client inquiry...
- Uprite Services in San Antonio is seeking a highly organized Dispatcher to support their Service Team. This non-technical role requires excellent communication and customer... ..., as you’ll be the first point of contact for clients, ensuring service requests are accurately...
- The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract... ...skillful hands. This position is 100% remote and will support various markets, primarily in Washington State. The...Remote jobContract workTemporary work
- Private Client Experience Specialist - San Antonio, TX Job Information Job Identification 210739839 Job... ...Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm’...Full timeImmediate start
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