Client Service Associate — Financial Planning & Trading Support
Threadneedle group
Threadneedle Group in Houston, Texas is seeking a Client Service Associate to join the operations team. This full-time role involves supporting advisors by preparing financial plans and providing administrative support. The ideal candidate should have a background in client service, strong analytical skills, and the ability to manage multiple priorities. With a commitment to career development through training, this position offers an opportunity to advance within a leading financial services firm. #J-18808-Ljbffr Threadneedle group
- ...’re a diversified financial services leader with more than... ...and institutional clients. We are a... ...leader in financial planning and advice, a global... ...Registered Client Service Associate, you will provide dedicated support to high producing... ...and completing trades and transactions...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...re a diversified financial services leader with more... ...and institutional clients. We are a longstanding... ...in financial planning and advice, a... ...a Client Service Associate to join our operations... ...and branch support; responsible for... ...process transactions, trades and other practice...SuggestedFull timeWork at office
- ...Client Service Associate At Gallagher, we're all about helping businesses grow, communities thrive... ...high-quality service to our clients and supporting our team's workflow. This is your... ...benefits may improve: Medical/dental/vision plans, which start from day one! Life and...SuggestedLive outWork at officeLocal areaFlexible hours
- ...Client Service Associate At PNC, our people are our greatest differentiator... ...office company that fosters a supportive culture where employees can... ...pension and stock purchase plans; dependent care... ...robust wellness program with financial incentives. In addition, PNC...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$49k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional... ...influence through innovative strategies and personalized support. Our team is driven by excellence, collaboration, and a commitment...SuggestedFull time- Bank of America is seeking a dedicated service support professional for Financial Advisors in Houston, Texas. This role emphasizes client advocacy and operational excellence, serving as the main contact for client service needs. Candidates should possess relevant FINRA...
- ## Registered Client Service Associate (Houston, TX)Applylocations: Houston,... ...*Job Description Summary**Supports Financial advisors and their prospective... ...industry regulations.* Trading terminology.* Client Relationship... ...software.* Goal planning software.* Excel, including...Work experience placementWork at office
- ...individual for operational and administrative support within our Wealth Management team in... ...will maintain management systems, assist clients, prepare reports, and organize marketing... ...will need a high school diploma, client service experience, and Series 7 and 66 licenses....Full time
- POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...teams in delivering against their business plan and client service modelRemaining current on...Work at officeLocal area
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is... ...wealth management, wealth planning, and investment... ...client service management support to our clients and... ...is able work with financial advisors and our custodians... ...new client accounts, trade execution, liquidity...Work at office- Introduction At Gallagher Benefit Services, you’re a trusted... ...decisions. We help clients build better workplaces, where people feel supported, empowered, and... ...prosper. As a Client Service Associate, you’ll play a key role... ...Medical/dental/vision plans, which start from day one...Full timeLive outWork at officeLocal areaFlexible hours
- 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...
$80k - $100k
Job Description Client Service Associate (RIA) Location: Houston,... ...investment management and planning services. With more... ...is collaborative, supportive, and team‑oriented,... ...and process trade instructions under advisor... ...experience supporting financial advisors Strong...- Are you truly service oriented? Do you know how to take care of... ...operational and administrative support to Financial Advisors. Responsibilities... ...systems up-to-date with client information Educate clients... ...accounts and service requests Plan team marketing events and maintain...Full timeWork at office
- Threadneedle group in Houston, Texas is seeking a Registered Client Service Associate to support high-performing advisors by preparing portfolio... ...client relationships. The role requires strong financial planning experience and analytical skills. Ideal candidates should...Full timeWork at office
- ...Client Service Associate If you are a collaborative team member, solutions... ...Experience with a wide array of financial products preferred About... ..., a retirement savings plan, backup childcare, tuition... ...reimbursement, mental health support, financial coaching and more...Work at office
- Morgan-Stanley in Houston seeks a Registered Client Service Associate to support Financial Advisors and enhance client relationships. The role involves daily interactions with clients and requires strong interpersonal skills to assist with their needs effectively. Ideal...
- Arthur J. Gallagher & Co. (AJG) in Houston is seeking a Client Service Associate to support high-quality service delivery and team workflow. You'll assist with daily operations, create important documents, and contribute to achieving client satisfaction and retention. If...
- ...Responsible for managing the firm’s Client Service team, including its staff,... ...Understand and support the firm’s vision, mission, and... ...goals and long‑run, strategic plan Ensure a strong team culture... ...CS team practice standards, financial markets, and other related developments...Work at officeRemote workWork from homeFlexible hours
- UBS is seeking a Client Associate in Houston, Texas. In this role, you'll support the team by maintaining client information and preparing reports for meetings. The... ...ideal candidate should have 2-5 years in client service within finance, along with series 7 and 66 licenses...
- ...managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where... ...of large corporate or financial institution clients.... ...team, you will support a portfolio of large corporate... ...enhancements and service delivery plans Convey complex ideas...Flexible hours
- ...investment management partner to financial intermediaries and the clients they serve. Rooted in... ..., and our net income supports multiple ministry... ...Background: The Client Service Associate (CSA) supports the administration... ...administration, trading, investment management,...Full timeWork experience placementLive inWork at office
- Bank of America is looking for a Financial Advisor Client Associate in Houston, Texas. The role involves providing client service support to Financial Advisors, ensuring excellent client experiences through education on banking services. Candidates should possess strong...
- Our client, a highly regarded and growing Houston area law... ..., collections, and key financial operations. Reporting directly... ...accounting practices and supporting strategic financial planning, month-end close,... ...environment. Strong client service orientation and ability to...Work at office
- ...Client Account Associate As a Client Account Associate, you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for... ...within our Accounting department, which supports all service lines across the...Daily paidWork at officeRelocation
- Bank of America seeks a client service support professional in Houston, Texas, for Merrill Wealth Management. This role involves educating clients on banking services and ensuring the accuracy and completeness of client interactions. The candidate should hold necessary...Work at office
$24 - $28 per hour
...Service Operations Associate (Houston, TX) For more than 40 years, Mercer... ...and simplify their financial lives by integrating financial planning, investment... ...bound to act in our clients' best interests always... ...transactional functions that support the firm's service delivery...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...Client Service Associate If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service,... ...equivalent client service experience preferred Experience with a wide array of financial products preferred JPMorgan ChaseWork at office
$65k - $83k
J.P. Morgan seeks a Senior Client Service Associate in Houston, TX, to maintain and deepen client relationships in the Latin America Private Bank. The role involves serving as the primary contact for clients, ensuring exceptional service, and collaborating with various...- Forensic Litigation Services Associate Director -... ...to attorneys and clients involved in intellectual... ..., theft of trade secrets, breach of... ...accompanied by relevant supporting documents Help... ...for accurate financial information analysis... ...on 2 of 3 plans) Voluntary Dental...Full timeContract workLocal areaMonday to Friday
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