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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investment Services Associate Client & Trade Support in San Antonio, TX vacancy
- ...Job Title: Client Service Associate (CSA) Summary/Objective: Provide excellent... ...Advisors. CSAs do not make investment decisions related to the account... ...related problems Providing trade instructions to trade teams... ..., and financial planning support for advisors Personal...SuggestedWork at office
Pax Financial Group
San Antonio, TX1 day ago - ...Private Wealth Alternatives Client Advisor The Private... ...promote the firm's investment strategies to increase... ...and marketing support activities. Perform... ...experience with financial services company in sales/specialist... ...alternatives, non-traded REITs, business development...SuggestedWorldwide
Chase
San Antonio, TX4 days ago - ..., 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...SuggestedFull timeWork at office
- ...Private Client Investment Associate If you are passionate about client experience... ...Banking, you will provide client service operational marketing and administrative support to the primary Private Client... ...movement and investment trades Aid the Advisors by building...Suggested
Chase
San Antonio, TX2 days ago - ...Arthur J. Gallagher & Co. (AJG) in San Antonio is seeking a Client Service Associate to deliver exceptional service to clients and colleagues. You’ll support branch workflow, create essential documents, and directly contribute to client satisfaction and team success. The...SuggestedWork at officeFlexible hours
Arthur J. Gallagher & Co.
San Antonio, TX1 day ago - ...Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to... ...right way. As a Client Service Associate, you’ll play a key role in...Work at officeFlexible hours
Arthur J. Gallagher & Co.
San Antonio, TX1 day ago $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- ...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...
TradeJobsWorkforce
San Antonio, TX6 days ago - ...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...
- 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...
- Citi is seeking a Registered National Investor Center Support Associate in San Antonio, Texas. This client service and sales support position is critical for managing investment accounts and ensuring compliance with KYC and AML procedures. The role requires a proactive...
- Job responsibilities Support Advisors' book of business, including facilitating... ...opening, money movement, and investment trades. Build and maintain client relationships by processing requests... ...and account reviews, promote firm services, and prepare timely and accurate performance...
- ...knowledge of the products and services offered by Encore Bank as... ...needs and financial goals of our clients, helping them optimize and... ...with coaching and training new associates on products and services.Take... ...operations functions. Teller support would include performing daily...Work at office
- ...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... ..., respected, and supported. It is our intent... ...or hairstyles associated with race), religion...Temporary workWork experience placementWork at officeLocal areaFlexible hours
CAPTRUST
San Antonio, TX5 days ago - The Archdiocese of San Antonio is hiring a Cemetery Associate I to support office operations including administrative duties and client interactions. The ideal candidate will provide exceptional customer service, assist with scheduling, and maintain accurate records. The...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...
- ...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
- ...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
- ...Store Leader – Design & Trade We inspire purpose-filled... ...team of more than 8,000 associates spanning 130 store and... ...leadership, exceptional client experiences, and elevated design services. In this role, you will... ...delegation skills in support of execution and driving...Full timeWork at officeLocal areaFlexible hoursNight shiftAfternoon shiftWeekday work
Crate and Barrel
San Antonio, TX2 days ago - ...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
$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...Work at office$90.3k - $165.4k
...leader in serving the global financial services marketplace and the only professional services... ..., working side by side with a range of clients from our most venerable institutions to... ...in relation to our Scope of Services Support the acquisition of new clients through...Summer holidayFlexible hoursEY
San Antonio, TX5 days ago- ...Description Veterinary Client Service Representative/Receptionist Thrive Pet Healthcare Specialists... ...shifts extending to 12:00 AM to support hospital coverage. Days may vary, and weekend... ...and deliver better care. Thrive invests in its people—through mentorship, leadership...Full timeTemporary workWork at officeFlexible hoursShift workWeekend work
Thrive Pet Healthcare
San Antonio, TX1 day ago $21 - $28 per hour
...Stryker Corporation in San Antonio is hiring a Part Time Veterinary Client Service Representative/Receptionist. The role entails providing office support, including greeting clients, appointment scheduling, and processing payments. Strong customer service skills are essential...Hourly payPart timeWork at officeStryker
San Antonio, TX1 day ago- ...Client Service Representative (Remote) Primary Purpose: To manage accounts of locally assigned... ...Performs other duties as assigned Supports the organization's quality program(s) Travels... ...as an Account Coordinator, analyst, associate, or three (3) years adjuster experience...Work at officeRemote workFlexible hours
SAN ANTONIO STAFFING
San Antonio, TX4 days ago - ...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...
Uprite Services
San Antonio, TX1 day ago $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... ...have 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 workHeard & Smith
San Antonio, TX4 days ago$20 - $22 per hour
...Veterinary Client Service Representative Mission Animal Hospital Full-time San Luis Obispo, CA Compensation is negotiable based on experience... ...our GP front desk—answering phones, scheduling appointments, supporting check‑in/check‑out, processing payments, and documenting...Full timeStryker
San Antonio, TX1 day ago$21 - $28 per hour
...Eye Care for Animals San Diego is hiring a Part Time Veterinary Client Service Representative/Receptionist! Job Overview The Veterinary Receptionist is responsible for providing office support including greeting clients and patients, appointment scheduling, preparing...Part timeWork at officeMonday to FridayStryker
San Antonio, TX1 day ago$15.38 - $35.58 per hour
...cutting-edge solutions to our clients. As a key player in the... ...RE LOOKING FOR The Client Service Specialist executes all administrative... ...and back-end service work to support the overall client experience... ...maintained thereafter. * Associate in insurance (AINS) and/or...Work at officeLocal areaRelation Insurance Services, Inc
San Antonio, TX3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Services Associate Client & Trade Support. Be the first to apply!
Related searches
- member services specialist San Antonio, TX
- information technology and services consultant San Antonio, TX
- office service associate San Antonio, TX
- public service officer San Antonio, TX
- office services specialist San Antonio, TX
- entry level service advisor San Antonio, TX
- health service specialist San Antonio, TX
- facility service associate San Antonio, TX
- patient service associate San Antonio, TX
- service worker San Antonio, TX