In-Office Client Service Associate - Wealth Management
Kestra Financial
Kestra Financial in Plano, Texas is seeking a Client Service Associate to support Advisors and Wealth Managers. This full-time position requires exceptional customer service skills and attention to detail. Responsibilities include administrative support, client meeting preparation, and handling of account paperwork. The ideal candidate has at least 2 years of administrative experience, strong communication skills, and proficiency in basic computer applications. Join our dedicated team in a professional environment. #J-18808-Ljbffr Kestra Financial
- ...Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building... ...works closely with the Wealth Manager as the primary support on the... ...web conference calls and other office meetings about new business processes...Work at office
- ...JCW Group is seeking a Client Service Associate in Plano, Texas, to provide exceptional client support and ensure smooth operations within a growing wealth management firm. The successful candidate will play a critical role in serving as the primary point of contact for...Suggested
- Our client, a well established and client-focused wealth management firm, is seeking a Client Service Associate to join its growing team. This individual will play a critical role in supporting... ...within an RIA, broker‑dealer, family office, or wealth management practice...Work at office
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent... ...management skills. This position is full-time and in the office. Essential Duties And Responsibilities Support...Work at officeFull time
- ...Client Service Associate If you are a collaborative team member, solutions... ...Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint... ...processing and asset management. We offer a competitive... ...Team J.P. Morgan Asset & Wealth Management delivers industry...Work at office
- ...Wealth Management Client Associate McKinney, Texas To proceed with your application, you must be at... ...management and investment products and services for individuals, companies, and... ...America. Merrill is committed to an in-office culture with specific requirements...Work at officeSeasonal workWork from homeShift workDay shift
- ...culture that puts its clients and associates first: a culture... ...supervision, Client Services Associate (Registered... ...files for the branch office. Perform operational... ...escalated to the Branch Manager; including suspicious... ...-up. We are a global wealth management and investment...Work at officeImmediate start
- ...RBC Capital Markets, LLC is seeking an administrative professional to support the Wealth Management platform in Frisco, TX. The role involves answering calls, managing calendars, preparing memos and presentations, and maintaining policy manuals. This full-time, salaried...Full time
- ...Outbound Client Acquisition Associate At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building... ...extraordinary customer service while maintaining a strong commitment... ...(Salesforce) and Microsoft Office suite. Preferred qualifications...Work at office
- ...Client Service Associate Excellent opportunity in a professional business environment... ..., able to prioritize and manage multiple projects, work in a... ...in use of Microsoft Office Suite (Word, Outlook, some PowerPoint... ...your resume will be rejected. Thank you. SFMG Wealth AdvisorsWork at officeFull timeRemote workShift work
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing... ..., as well as the ability to organize, manage, and track multiple, detailed tasks and... ...to the financial advisors and branch office. Onboards new clients, opens new client...Work at officeWork experience placement
- ...strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an... ...across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and...Worldwide
$21.5 per hour
...Client Services Associates / Collectors Concierges We're looking for Client Services Associates / Collectors... ...role requires you to be onsite in the office 5 days per week. You'll report to... ...necessary supplies Organize and manage the pickup room daily, including but...Work at officeHourly payFull timeFlexible hoursShift work- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the... ...within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues...Work experience placement
$10k
...International Client Services Associate Do you want a career with a firm that's changing the industry... ...improve our customers' experience by managing all operational aspects of the... ...adult, and elder care ~ This is an in-office role. Based on your role, tenure, and...Work at officeWork from home- Merrill Wealth Management is seeking a dedicated team member to provide excellent client service and support financial advisors. The ideal candidate is enthusiastic, client-focused, and adept at adapting to new technology. This role requires a high school diploma and offers...
$50k
Client Service Associate - PLANO Texas-On Site Position Summary We are seeking a Client Service Associate... ...attention to detail, the ability to manage multiple tasks successfully, and a... ...Proficiency: Proficient in Microsoft Office Suite (Word, Outlook, some PowerPoint)...Work at officeFull timeRemote workShift work$21.5 per hour
...technology that provides value‑added services for collectors worldwide. This position is a Client Services Associate / Collectors Concierge on the... ...supplies. Organize and manage the pickup room daily,... ...events. Onsite in Plano, TX office 5 days per week; reports to Customer...Work at officeHourly payFull timeWorldwideFlexible hours- 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 life... ...is committed to an in-office culture with specific requirements...Work at officeSeasonal workWork from homeShift workDay shift
- ...relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial Bank you will serve... ...closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (...Work at officeWork experience placement
- ...relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial Bank you will serve... ...closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (...Work at officeWork experience placement
- ...RPOA) is a Dallas-based wealth management and investment firm... .../31/23). RPOA has 14 offices in Texas, Arizona,... ...income tax planning services. As a fiduciary-bound... ...values, prioritizing our clients' retirement security.... ...The Client Service Associate will serve as the primary...
- ...you skilled at developing wealth management strategies? Does financial... ...re looking for a Registered Client Associate to: • assist financial advisors... ...educate clients on account services and capabilities • help... ...• proficient in Microsoft Office Suite About us UBS...Work at officeFlexible hours
$65k - $80k
...Client Service Associate Brindle & Bay Financial Advisors is a growing financial planning firm in... ...with timeliness and accuracy in mind Manage RMD administration Prospect vetting... ...software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc...Work at officeMonday to Friday$26 - $30 per hour
...planning, investment management, business... ...bound to act in our clients' best interests —... ...including size, growth, service quality,... ...Service Operations Associate I is a critical operational... ...Managers and Wealth Advisors to support... ...experience working in an office environment with a...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours- ...America is looking for a highly motivated individual to provide client service support to multiple Financial Advisors. You will play a key... ...school diploma and strong communication skills, with proficiency in Microsoft Office and Salesforce. #J-18808-Ljbffr Bank of AmericaWork at office
- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...Merrill is committed to an in-office culture with specific...Work at officeSeasonal workWork from homeShift workDay shift
- Fisher Investments is seeking a Vice President, Financial Sales in Plano, TX. This in-office role centers on wealth management sales with warm leads, supported by sales, client service, marketing and research teams. Performance-based compensation drives uncapped earning...Work at office
- ...marketing professional to grow our client base. This role involves proactive outreach, managing operations, and serving as a key... ...over 3 years of experience in wealth management, strong communication... ..., and proficiency in Microsoft Office and CRM tools. Health insurance...Work at office
- ...Client Services Associate The Client Services Associate (CSA) is responsible for providing service at the highest level for all client interaction... .... It is essential for the CSA at Solais to effectively manage client satisfaction. The achievement of client...
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