Financial Client Services Associate
Raymond James
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 skills are essential in a fast-paced environment. The role includes onboarding clients, opening accounts, preparing reports, and supporting marketing efforts while maintaining compliance with firm policies. #J-18808-Ljbffr Raymond James
- 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...Suggested
- 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...SuggestedShift work
- J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management. You will provide client service and operational support to Private Client Advisors, enabling efficient account openings, trades, and requests while contributing to client relationship...Suggested
- NPAworldwide's Houston-based wealth management client seeks a Client Service Associate (RIA) to join the client experience team on-site in the Galleria area. You will open accounts, handle transfers, update records, and support daily operations while delivering a high-touch...Suggested
- ...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...SuggestedPart timeFlexible hours
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new...Work at office- ...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...
- ...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...Work at officeLocal area
$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...Full time- ...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...Work experience placementWork at office
$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 time- ...Senior Client Service Associate Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity...Work at officeImmediate startVisa sponsorship
- ...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
- ...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
- J.P. Morgan Wealth Management in Houston seeks a Private Client Investment Associate to provide client service, operational support to Private Client Advisors, and contribute to wealth planning and referral source management. The role requires active Series 7, SIE, Series...
- ...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...Work at office
$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- ...Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs,... ...Be 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
- 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
- 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...
- 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
$80k - $120k
Wealth Management Associate / Client Service Associate (RIA) Location: Houston, TX (Galleria Area, On-site) Compensation: $80,000-$120,000 DOE... ...thoughtful, retirement-focused investment management and financial planning services. With more than 80% of its clients in retirement...- 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...
$75k - $80k
...CANDIDATES ONLY - OUT OF TOWN CANDIDATES WILL NOT BE CONSIDERED.**** Our client, a large oilfield services company in NE/Central Houston, has an amazing opportunity for a FP&A Analyst/Financial Analyst. The role will be providing analytical and financial support to...Work at officeLocal area$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: Wealth Management Salary: $80k to $12... ...Qualifications 3 to 10 years of relevant experience supporting financial advisors Strong communication skills and a professional,...- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...experience preferred Experience with a wide array of financial products preferred About Us JPMorganChase, one of...Work at office
- ...job description:Develop and maintain a portfolio of financially complex and important revenue generating client relationships within the defined Business Owner... ...delivery of a broad range of wealth products and services including financial planning, investment management...Full timePart timeWork at officeLocal areaShift workDay shift
- ...Client Service Associate Concenture Wealth Management is a Houston-based wealth management team focused on helping individuals, families, and professionals simplify financial decisions, clarify their goals, and move forward with confidence. The team takes a personalized...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,...
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