Brokerage Client Services Specialist
Truist
Truist in Houston, Texas, is looking for an experienced professional to support Financial Advisors through administrative tasks and client servicing. The role includes preparing financial plans, conducting market research, and managing appointments. The ideal candidate should have a Bachelor's degree, experience in the securities industry, and strong communication skills. A comprehensive benefits package is offered, including medical, dental, vision, and a 401k plan. #J-18808-Ljbffr Truist
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Brokerage Client Services Specialist in Houston, TX vacancy
- BNY is looking for a Specialist in Client Processing to join their Loans Enablement Operations team... ...This role involves supporting client services and processing account-related... ...experience, with preferences for those with brokerage processing experience. BNY offers competitive...Suggested
- ...Receptionist - Client Service Specialist At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive...SuggestedFull timeFlexible hours
CityVet
Houston, TX5 days ago - ...Job Title We are passionate about what we do, the services we provide, and the clients we serve. If you're looking for an opportunity to join a company that values collaboration, innovation, and dedication, we're the right place for you. Responsibilities Provides...SuggestedWork at officeRemote work
JAMS
Houston, TX8 days ago - ...decisions during the most difficult moments through the solutions and services we provide. Corebridge Financial brings together a broad... ...Responsibilities Primary point of contact for high-value client groups, delivering exceptional service to clients and financial...SuggestedLocal areaImmediate startRemote workWork from homeHome office
Corebridge Financial
Houston, TX6 days ago - ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experiencecoordinating onboarding, managing communications...SuggestedWork experience placementWork at office
Baird Capital
Houston, TX1 day ago - ...solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors... ...OneDigital. Our Newest Opportunity: The Client Service Specialist is a dedicated and important Team Member in the overall...Temporary workWork at officeLocal areaFlexible hours
OneDigital
Houston, TX1 day ago - ...Monday - Friday. Responsible for the general servicing and support of the Financial Advisors.... ...a consistent and effective level of client servicing when the Financial Advisor is... ...3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features...Work at officeMonday to Friday
- ...Bilingual Dental Client Services Specialist If you're looking to be a part of a collaborative environment where your skills can make an impact, explore our current opportunities in creating a better future for public health. Harris County Public Health (HCPH) includes...Full timeMonday to FridayFlexible hours
$85k - $100k
ANGELES INVESTMENT ADVISORS is seeking a Client Relationship Associate in Houston, TX to support wealth management services. The role requires 3-7 years of experience, primarily focusing on client service, account administration, and custodial coordination. Candidates...Work at office- BNY Mellon is seeking a Specialist, Client Processing 1 to join the Conventional Trust Client Platform team in Houston, Texas. In this role, you will perform client services and transactional support, interacting with various teams to ensure timely resolution of issues....Work experience placement
- Position Summary The Immigration Client Intake Specialist role is an exciting opportunity to grow your career with one of the largest law firms... ...practices in the United States and provides a wide range of legal services for employers seeking temporary business visas and...Permanent employmentTemporary workWork at officeFlexible hours
- McGriff, part of Marsh McLennan Agency, is seeking a Senior Client Service Specialist to support the energy and marine team. You will process new and renewal business, maintain client data, answer questions, and help with marketing, proposals, and reports. You’ll manage...
- ...greatest asset. We foster a collaborative, client-focused culture where talented... ...planning, investment management, or client service, we would love to hear from you. Multiple... ...financial planning tools Client Support Specialist Location Employment Type Full time Location...Permanent employmentFull time
CORDA Investment Management
Houston, TX1 day ago $60k - $114k
...Senior Client Account Specialist Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At Husch Blackwell we believe that diverse, equitable...Full timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work$40k - $60k
Ascensus is seeking a Client Services Consultant in Houston, Texas, to deliver exceptional client service and support retirement plans. You will work closely with clients, providing solutions to complex issues while ensuring operational excellence. The ideal candidate will...$20.1 - $30.1 per hour
A major auction service provider in Houston is looking for an Account Administrator responsible for vehicle preparation and documentation, client support, and inventory management. The ideal candidate should have a high school diploma or equivalent with at least 3 years...Hourly payWork at office- ...Client Service Specialist ARCXIS (Houston, Texas), is the largest provider of inspection, design, engineering, and quality assurance services for the U.S. residential construction industry. Formerly known as DPIS Builder Services, Ei Companies, Post-Tension Solutions...
Arcxis
Houston, TX1 day ago - Cox-Fleet- is seeking a Fleet Client Services and Billing Specialist II in Houston, TX. The role involves assisting with the billing process, managing customer interactions, and ensuring excellent service delivery. Qualified candidates should have a high school diploma...
- ...Fleet Services Coordinator II Cox Fleet keeps your fleet moving! Headquartered in Indianapolis, Cox Fleet has grown to become one of the largest fleet maintenance companies in the country. Cox Fleet is the leading provider of on-site mobile maintenance and repair...Currently hiring
- Raymond James is looking for a Client Service Associate in Houston, Texas. This crucial role offers administrative support to Financial Advisors, emphasizing high-quality service for clients. The ideal candidate will have excellent communication skills, organization, and...
- Raymond James is seeking a dynamic Registered Client Service Associate in Houston, Texas. This role provides essential administrative support to Financial Advisors and clients, requiring strong communication skills and the ability to manage multiple tasks in a fast-paced...
- Position: Fleet Client Services and Billing Specialist II Location: Houston, TX Job Id: R202679105 # of Openings: 1 Duties & Responsibilities: Assist with the billing process in all markets in area. Managing the follow up maintenance transactions lifecycle from origination...
- ...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Client Service Specialist at McGriff , a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits,...Work at officeLocal areaNight shift
- ...Be among the first 25 applicants Direct message the job poster from South Texas Promotions As a Customer Service Specialist, you will be the liaison for our clients to build their brand and sales through product launch events. The focus is on community outreach and engagement...Full timePart timeLocal areaRemote work
South Texas Promotions
Houston, TX1 day ago - ...leaders in the marketing industry, and we are looking to add a Public Relations Associate to the team. Job Description In the client services department, you will team up with other representatives and managers to set productivity goals and work diligently towards meeting...
Continuity Marketing Inc
Houston, TX5 days ago $15 - $17 per hour
...Wealth Associates, we believe that every client interaction is an opportunity to build... ...meaningful support. We are seeking a Customer Service Representative to join our growing team... ...Remote Bilingual Customer Experience Specialist (CXC)- Business Support Center EAS -...Full timeContract workImmediate startRemote workWork from homeFlexible hoursLegacy Wealth Associates
Houston, TX5 days ago- ...Immunization Program Medical Assistant-Client Support Specialist If you're looking to be a part of a collaborative environment where your... ...county in the United States. HCPH provides a multitude of services such as medical and dental services, community programming...Full timeLocal areaMonday to FridayFlexible hoursWeekend workAfternoon shiftEarly shift
GovernmentJobs.com
Houston, TX1 day ago $40k - $45k
...Customer Service Assistant Elevare Branding is a forward-thinking marketing and brand development firm dedicated to helping businesses... ...join our Houston office. This role is essential in supporting client communications, maintaining service standards, and ensuring a...Full timeWork at officeAlphabe Insight
Houston, TX2 days ago- A financial services firm in Houston is seeking an Operations Specialist to enhance the client experience by managing service requests and supporting financial advisors. The ideal candidate should have strong organizational skills, an ability to multitask in a fast-paced...Work at office
$300k
...optimization, BMS/BAS and EPMS controls, lighting system upgrades, energy brokerage, roofing and building envelope assessments, construction... ..., you'll play a role in delivering these solutions and helping clients improve facility performance. Do you thrive on building...Contract workTemporary workWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Brokerage Client Services Specialist. Be the first to apply!
Related searches
- insurance customer service advisor Houston, TX
- senior customer service advisor Houston, TX
- customer service representative hiring Houston, TX
- customer service representative data entry Houston, TX
- customer associate Houston, TX
- customer service representative 1st shift Houston, TX
- customer retention representative Houston, TX
- customer happiness specialist Houston, TX
- customer advisor Houston, TX
- virtual customer service advisor Houston, TX