Registered Client Service Associate
Stifel Financial
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Service, Processing, Branch Manager, Retail
Vacancy posted 4 days ago
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- ...Company We’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in financial... ...#1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
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Houston, TX2 days ago - ...CompanyWe’re a diversified financial services leader with more than $1.5 trillion... ...individual, small business and institutional clients. We are a longstanding leader in... ...#1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
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Houston, TX4 days ago - ...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...SuggestedWork at officeLocal area
- ...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...SuggestedWork experience placementWork at office
- Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...You’ll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with...SuggestedWork at officeImmediate start
- 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...
- Stifel is seeking a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts and records. The role involves a range of administrative duties, client interaction, and potential trade entry as directed. Strong Microsoft...Work at office
- Threadneedle group in Houston, Texas is seeking a Registered Client Service Associate to support high-performing advisors by preparing portfolio materials and enhancing client relationships. The role requires strong financial planning experience and analytical skills. Ideal...Full timeWork at office
- ...Responsibilities Client Support: Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships. Executing money movement transactions at the request of the client and/or FA/PWA/team....Work at officeLocal area
711 MS Smith Barney, LLC
Houston, TX3 days ago - ...office position - Monday - Friday. Responsible for the general servicing and support of the Financial Advisors. This includes administrative... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable....Work at officeMonday to Friday
$54k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive... ...Requirements: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred Bachelor...Edelman Financial Engines
Houston, TX7 days ago- ...Client Service Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing...Full timeTemporary workPart timeWork experience placementWork at office
Arizona Staffing
Houston, TX5 days ago - 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...
- Ameriprise Financial Services, LLC in Houston, TX, seeks a Registered Client Service Associate to support advisors with client data analysis, financial planning, and transaction processing. You will participate in meetings, prepare forms for submissions, and assist with...
- ...collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching...Work at office
J.P. Morgan
Houston, TX12 days ago $60k - $75k
...Overview Client Service Associate – Wealth Management, Houston, TX. Base pay range: $60,000.00/yr - $75,000.00/yr. Employment type: Full-time. Seniority level: Associate. Job function: Administrative and Finance. Industries: Financial Services and Investment Banking....Full timeHouston City Personnel
Houston, TX4 days ago- ...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
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Morgan Stanley
Houston, TX5 days ago $70k - $90k
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Houston, TX2 days ago- ...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
Houston, TX1 day ago - ...day workflow so the team can respond to client needs without delays. Use the right tools... ...process steps, and handle routine service tasks with care. Help production and client... ...preparing accurate documents an Client Service, Associate, Service, Benefits, Client Relations,...
Arthur J. Gallagher & Co.
Houston, TX2 days ago $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- ...Gallagher Benefit Services At Gallagher Benefit Services, you're a trusted partner to... ...most important people decisions. We help clients build better workplaces, where people feel... ...and basic math skills. Preferred: Associate's degree, professional certification, or...Full timeLive outWork at officeLocal areaFlexible hours
- Inscription Capital and Family Office in Houston, Texas is looking for a Wealth Management Operations Associate/Client Service Associate. This role requires excellent communication and problem-solving skills to ensure exceptional client service in a dynamic environment...Work at office
$80k - $100k
Job Description Client Service Associate (RIA) Location: Houston, TX (Galleria area, On-site) Industry: Wealth Management Salary: $80k to $100k, plus bonus Our client is a Houston-based, boutique private wealth management firm overseeing over $850 million in client...$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...$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- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering...Work at office
Chase
Houston, TX2 days ago $60k
...Inscription Capital is looking for a dynamic Wealth Management Operations Associate/Client Service Associate in Houston, Texas. This role involves providing essential support to Financial Advisors and managing client relationships effectively. The ideal candidate should...Inscription Capital
Houston, TX3 days ago- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
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