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 1 day ago
Similar jobs that could be interesting for youBased on the Registered Client Service Associate in Houston, TX vacancy
- ...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
Threadneedle group
Houston, TX4 days ago - ...POSITION SUMMARY: 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...SuggestedWork at officeLocal area
Morgan Stanley
Houston, TX11 hours ago - 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
- ...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.ESSENTIAL...SuggestedFull timePart timeWork at officeMonday to FridayShift workDay shift
- ...UBS is seeking a Client Associate in Houston, Texas. In this role, you'll support the team by maintaining client information and preparing... ...meetings. The ideal candidate should have 2-5 years in client service within finance, along with series 7 and 66 licenses. You will...Suggested
UBS
Houston, TX3 days ago - ...Client Service Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Houston, TX18 hours ago $55k - $60k
...collaboration, and building meaningful connections with partners, clients, and communities. Job Description Job Description We are seeking a polished and dependable Client Service Associate to join our team in Houston. In this role, you will be the primary...Full timeAlphabe Insight Inc
Houston, TX1 day 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 their...Full timeAlphabe Insight
Houston, TX2 days ago$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at officeVodia Ventures
Houston, TX4 days ago- ...Client Service Associate - Houston Area A boutique wealth management firm located in Houston is seeking a Client Service Associate to join their team. Candidates must have 5-10 years of experience in wealth management or financial services. This position is 20% administrative...
Burnett Specialists
Houston, TX2 days ago - ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts...Remote workFlexible hours
- ...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
Chase
Houston, TX2 days ago - ...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, TX9 days ago - DescriptionSummary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.Client ResponsibilitiesWorks with clients to open and/or service portfolio accounts...Full timeWork at officeRemote workWork from homeFlexible hours
- ...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
$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...$45k - $65k
...Job Description Job Description Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000 ABOUT THE FIRM We are a boutique, fiduciary wealth management firm serving successful families, business owners...Full timeWork at officeRemote workWWS FINANCIAL LLC
Houston, TX7 days ago$18 - $28 per hour
About the Company Urban Park Services supports urban environments by providing efficient... ...excellent service and maintaining strong client relationships. Position Overview We are... ...customer-focused Entry Level Client Service Associate to support our Houston operations. This...Hourly payPermanent employmentFlexible hours- ...Job Description POSITION SUMMARY 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...Full timeWork at officeLocal area
- ...fully virtual team, supporting union members and credit union clients nationwide. These individuals have requested information about... ...suited for professionals with a background in benefits, financial services, client advising, or consultative roles who are looking for...Weekly payRemote workFlexible hours
AO Globe Life
Houston, TX3 days ago - ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- ...for detail? Are you a skilled multitasker?We’re looking for a Service Associate to:• carry out cash management functions, process securities... ...Field Operations team aligned to the Market • greet and assist clients and visitors to the branch, providing exceptional service•...Work at officeFlexible hours
- ...is one of the nation’s premier financial services companies operating as a collection of... ...the opportunity.The Senior Wealth Service Associate serves as a highly skilled and... ...delivering an exceptional and consistent client experience across defined wealth segments...Work at officeLocal areaFlexible hours
$87.36k - $131.04k
...United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role... ...constant communication. Provides the highest level of customer service and teamwork.Ensure all documentation is current, accurate, and...Full time- Job Reference #340071BRCityHoustonJob TypeFull Time Your roleAre you truly service oriented? Do you know how to take care of people?We’re looking for a Client Associate to:• Keep management systems up-to-date with client information• Educate clients on account services...Flexible hours
$86.7k - $170.9k
Position Summary Join Deloitte as a Consultant, Patient Services Salesforce Associate Architect to help clients redesign sales and service operations, improve customer experiences, and support business transformation initiatives. In this role, you will contribute...Local areaVisa sponsorship- Position: Utility Management Services Team Leader Location:... ...in support of both internal and external clients. The Utility Management Services Team Leader... ...relevant field (Master’s degree preferred).Registered Professional Engineer (PE) preferred.15-...Work at office
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely...Local area
- ...Position Overview: As a Customer Service Specialist on our student salon floor, you will... ...exceptional customer experience for all salon clients. You will be vital in managing client... .... Process payments and manage cash register transactions. Promote salon services and...Weekend workAfternoon shift
Milan Institute
Houston, TX4 days ago - ...Your role keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports... ...team in the River Oaks office. As a Client Associate, you’ll be an integral part of our team, participating...Full timeWork at office
UBS
Houston, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Service Associate. Be the first to apply!
Related searches
- client engagement associate Houston, TX
- client account associate Houston, TX
- client solutions associate Houston, TX
- client services associate Houston, TX
- client relationship associate Houston, TX
- client success associate Houston, TX
- professional services specialist Houston, TX
- patient service specialist Houston, TX
- health services administrator Houston, TX
- human services specialist Houston, TX