Client Service Associate for Financial Advisors
100 Raymond James & Associates, Inc.
Raymond James seeks a dynamic Registered Client Service Associate to support Financial Advisors, prospective and existing clients, and branch staff. The role emphasizes effective communication across phone, email, in-person, and virtual channels, while organizing multiple tasks with shifting priorities in a fast-paced environment. The ideal candidate will be detail-oriented, a creative problem-solver, and capable of onboarding new clients, opening accounts, researching information, and #J-18808-Ljbffr 100 Raymond James & Associates, Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate for Financial Advisors in Houston, TX vacancy
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
TradeJobsWorkforce
Houston, TX2 days ago $70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations... ...support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the...SuggestedWork at officeVodia Ventures
Houston, TX4 days ago- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedWork at officeLocal area
Morgan Stanley
Houston, TX4 days ago - ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability...SuggestedWork experience placementWork at office
$49k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations elevate their outreach, strengthen customer relationships, and expand...SuggestedFull time$39k - $41k
...a focus on excellence, integrity, and personalized service, we ensure the perfect match for every client and candidate. At NextShining., we are committed to... ...seeking a motivated and personable Client Service Associate to join our team in Houston, TX. In this role,...Full timeNextShining
Houston, TX6 days ago- ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences... ...working independently in a remote environment Basic financial and payment processing knowledge preferred Experience...Remote workFlexible hours
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Work at officeLocal area
- ...Senior Client Service Associate Founded in 1983, Westwood offers a broad array of investment solutions... ..., private wealth clients and financial intermediaries. The firm specializes... ...concierge-level experience for clients and advisors through providing essential...Work at officeImmediate startVisa sponsorship
- ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs... ...What You'll Be Doing As a Client Services Associate (Registered), you will work closely with one or more Financial Advisors to deliver a high level of service to...Work 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 client...
- Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team... ...rich history and recognition for service and excellence in the Financial... ...dynamic Registered Client Service Associate who is a motivated, detail...Work experience placementWork at office
- ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone... ...Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance...Work at officeImmediate start
$75k - $80k
1 month ago Be among the first 25 applicants The HT Group is partnering with a well-establishedlaw firm to find a Legal Client Services Associate ! This person will provide top notch support to assigned Attorneys and clients, playing an integral role in the implementation...Full timeContract workPart timeWork experience placementWork at officeRemote workDay shiftAfternoon shift- Blavity Inc. is seeking a Sr Associate, AfroTech Client Services to drive operational execution for brand partnerships, from concept through live and digital campaigns including AfroTech events. You will manage mid-tier sponsor accounts, coordinate logistics, timelines,...Remote job
- Stifel Financial Corp. in Houston seeks a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts, perform administrative tasks, and provide first-line client service. You may enter trades as directed and handle...
$80k - $120k
Wealth Management Associate / Client Service Associate (RIA) Location: Houston, TX (Galleria Area, On... ...retirement-focused investment management and financial planning services. With more than 80%... ...and process trade instructions under advisor direction Update client records,...$75k - $80k
A well-established law firm in Houston seeks a Legal Client Services Associate to provide crucial support to attorneys and clients. The role involves managing client interactions, drafting documents, and organizing meetings, emphasizing strong communication and organizational...$80k - $120k
Job Description Client Service Associate (RIA) Location: Houston, TX (Galleria area, On-site) Industry... ...and process trade instructions under advisor direction Update client records,... ...years of relevant experience supporting financial advisors Strong communication skills...- ...successful in delivering the best to our clients, we must have a diverse and inclusive... ...to join our team as a Part-time Client Service Associate (Teller) at our Westchase (Houston, TX)... ...supportive team, and helping others reach their financial goals, we encourage you to apply! Key...Part timeFlexible hours
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private... ...and fast paced environment with advisors, product partners and operations teams... ...Experience with a wide array of financial products preferred About Us JPMorganChase...Work at office
Chase
Houston, TX2 days ago - ...Client Service Associate Concenture Wealth Management is a Houston-based wealth management team... ...families, and professionals simplify financial decisions, clarify their goals, and move... ...through Communicate with clients, advisors, custodians, and internal team...Work at office
- ...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 ID cards, assisting with claims,...
Securance Corporation Agency
Houston, TX21 days ago - ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private... ...and fast paced environment with advisors, product partners and operations teams... ...preferred Experience with a wide array of financial products preferred HackajobWork at office
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers... ..., team-focused environment alongside advisors, product partners, and operations... ...experience preferred Experience with a wide array of financial products preferred ChaseWork at office
- ...love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will... ...portfolio of large corporate or financial institution clients. As a Client... ...Job responsibilities:Act as key advisor to the client, providing advice...Flexible hours
- ...Client Service Team Manager Responsible for managing the firm's Client Service team, including... ...accounts per request of Wealth Advisor Attend meetings with clients as needed... ...policies, CS team practice standards, financial markets, and other related developments...Work at officeRemote workWork from homeFlexible hours
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so,... ...servicing a portfolio of large corporate or financial institution clients. As a Client... ...Job responsibilities: Act as key advisor to the client, providing advice and consultation...Flexible hours
- Fwainvest is seeking a dynamic Registered Client Service Associate to support Financial Advisors and provide high-quality administrative assistance. With over 60 years in the industry, we value effective communication and organizational skills in a fast-paced environment...
- Raymond James is seeking a dynamic Registered Client Service Associate to join our team. You will provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff. Strong communication, organization, and prioritization...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate for Financial Advisors. Be the first to apply!
Related searches
- client relationship associate Houston, TX
- client services associate Houston, TX
- client solutions associate Houston, TX
- client account associate Houston, TX
- client success associate Houston, TX
- registered client associate Houston, TX
- client engagement associate Houston, TX
- health service specialist Houston, TX
- office service associate Houston, TX
- patient service specialist Houston, TX