Wealth Management Client Services Specialist
Sendero Wealth Management
Sendero Wealth Management, LLC in San Antonio, Texas, seeks a Client Service Associate to support onboarding, funding, and day-to-day client service for the team, ensuring accurate records across multiple systems.
The role requires strong organization, analytical and listening skills, and proficiency in Microsoft Office; you will help with CRM data stewardship, coordinating meetings, and process improvements that enhance efficiency.
#J-18808-LjbffrVacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Specialist in San Antonio, TX vacancy
- ...ABOUT SENDERO Sendero Wealth Management is a privately owned, partner-led registered investment... ...of the business, including direct client relationships. POSITION SUMMARY The Client Relationship Specialist provides high-level service and operational support throughout...SuggestedWork at office
Sendero Wealth Management
San Antonio, TX1 day ago - ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients... ...and delivering extraordinary customer service while maintaining a strong commitment... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Suggested
Chase
San Antonio, TX4 days ago - ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Suggested
Testing Site - JPMC
San Antonio, TX4 days ago - ...Sendero Wealth Management is seeking a Client Relationship Specialist to provide high-level service and operational support throughout the client relationship. This role involves onboarding clients, managing asset movement requests, and ensuring documentation is accurate...Suggested
Sendero Wealth Management
San Antonio, TX1 day ago - If so, then the Wealth Sales Assistant I role may be right for you... ...unparalleled banking services. Wealth Sales Assistant I , provide... ...answered Maintain a database of client mailing information to assist... ...office supplies and wealth management literature Help maintain client...SuggestedWork at office
- ...senior Private Banking professional in San Antonio to lead client management, deepen client relationships, and coordinate across the enterprise... ...bring 12+ years in private banking or related financial services, hold Series licenses or be willing to obtain them, #J-188...
Bank of America
San Antonio, TX3 days ago - ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$15 per hour
...you. Experience in hospitality, restaurants, retail, customer service, or sales can translate well into this position. Previous... ...member of the team. What You’ll Do Welcome patients and manage check-in and patient flow. Introduce new patients to the clinic...Shift workWeekend workDay shiftAfternoon shiftThe Joint Chiropractic
San Antonio, TX7 days ago$14.5 - $16.5 per hour
...Bilingual Client Service Specialist (Spanish, English)Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless... ...judgment to discern what issues may be urgent and need a manager's or director's attention immediatelyTo be successful as a...Hourly payFull timeRemote workWeekend workHeard & Smith
San Antonio, TX2 days ago- ...Client Resolution SpecialistWebTPA, a GuideWell Company, is a healthcare... ...unique benefit solutions and managing customized health plans.What... ...? The Client Resolution Specialist is an entry level position... ...responsibilities similar to a Customer Service Representative and is...Work experience placement
GuideWell
San Antonio, TX3 days ago - ...CityVet Alamo Heights Client Service Specialist Your Kind of Care. At CityVet, care is personal. It's the way we care for our patients, connect... ...in loyal brand ambassadors. A day in the life: Manage appointment check-ins, book new appointments and partner with...Full timeFlexible hours
CityVet Support Staff
San Antonio, TX1 day ago - ...Wealth Sales Assistant IIt's about supporting people, our people... ...providing unparalleled banking services.Who you are:As a Wealth Sales... ...a database of client mailing information to assist... ...of office supplies and wealth management literatureHelp maintain client...Work at office
Frost Bank
San Antonio, TX2 days ago - ...Company Description NST Law is a legal services organization headquartered in Jonesboro, Arkansas, serving clients across the region with a focus on professional, reliable... ...to maintaining safe, efficient, and well-managed facilities for team members and visitors. NST...Part timeFor contractorsWork at officeRemote work
NST Law
San Antonio, TX5 days ago - ...Client Services Specialist – Energy Industry Remote: Must reside in CO, AZ, NM, OK, UT, WY, GA or TX Pay: $25–$35/hour W-2, depending on experience... ..., payment, account and documentation questions. Manage cases, involve the appropriate teams when needed and follow...Contract workRemote work
Red Oak Technologies
San Antonio, TX4 days ago - ...CityVet - Universal City is seeking a Client Service Specialist to be the first point of contact for clients, on the phone or in person, delivering... ...and building loyal brand ambassadors. As a CSS you will manage appointment check-ins, schedule grooming, clinic, boarding...
CityVet Support Staff
San Antonio, TX1 day ago $18.73 per hour
...General Clerk III Bowhead seeks a General Clerk III to provide Document Management Support Services to the Office of Principal Legal Advisor (OPLA). OPLA requires case management support and administrative services for the execution of their broad and diverse mission...Hourly payFull timeWork experience placementLocal areaBowhead
San Antonio, TX1 day ago- ...Labtech Diagnostics, LLC in San Antonio, TX is seeking a Lab Support & Customer Service Associate to be a primary contact for clients, patients, and internal staff, supporting daily laboratory operations and ensuring accurate documentation. The role emphasizes professional...
Labtech Diagnostics LLC
San Antonio, TX1 day ago - ...owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. Purpose of the Position: Acts as the inbound pointof sales and service for the Customer Service Center and offers bank productsand services to...Work experience placementWork at officeMonday to Friday
$70k - $78k
...choose the right creators, execute fully managed campaigns, and drive meaningful growth... ...class talent ecosystem"one that gives our clients access to the right creators faster,... ...partner closely with Strategy and Client Services to ensure talent is not an afterthought,...Permanent employmentFor contractorsFixed term contractFreelanceLocal areaRemote workShift workLater
San Antonio, TX5 days ago- ...team with daily administrative tasks, documentation, and customer service. You will help ensure the sales office runs smoothly so the... ...can focus on growing business and delivering great service to clients. Responsibilities include preparing contracts and proposals,...Work at office
BLANCO RIO LTD
San Antonio, TX5 days ago $65k - $75k
...: San Antonio, TX Industry: Financial Services Pay: $65,000-$75,000 annually Employment... ..., dental, vision, and 401k. About Our Client Addison Group is partnering with a... ...supporting clients in financial services, wealth management, banking, investment services, or a...Work at officeLocal areaMonday to Friday$48k - $52k
...Client Engagement Specialist Victory Capital | San Antonio, TX Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual... ...start your career in financial services, or already have experience and...Local areaMonday to FridayFlexible hoursShift work- ...A national recruiting firm is seeking a Client Service Administrator to provide support in a fast-paced environment. The successful candidate will work closely with clients, process service requests, and provide exceptional customer service. Qualifications include effective...
Mindlance
San Antonio, TX1 day ago - ...TravisMathew is seeking a Client Associate to uphold an exceptional in-store sales and service experience. You will engage customers, promote the sales culture, and help achieve KPIs and profitability goals. You’ll connect with in-store clients, build repeat business...Seasonal workWeekend workAfternoon shift
Travis Mathew
San Antonio, TX5 days ago - ...Description Join Our Mission-Driven Team as a Client Success Specialist Location: Remote Employment Type: Full-Time Department: Client Services Training Start Date: November 30,... ...clients enrolled in our Debt Management Program and helping them achieve...Full timeRemote workWork from homeMonday to FridayNight shiftAfternoon shift
- ...busy office in San Antonio, TX. You will warmly greet customers, manage appointments, and handle inquiries while maintaining accurate... ...records. We value organization, attention to detail, and a friendly, service-focused attitude. The role offers training, growth...Work at office
- ...satisfaction. This role will report directly to the Customer Care Manager. The ideal candidate will be experienced in resolving customer... ..., Land Development (Academy Development), and Maintenance (LCI Services). Through these operations, the Camillo Family of Companies has...For subcontractorWork at officeFlexible hours
Camillo Companies
San Antonio, TX3 days ago - ...Marsveterinary in San Antonio seeks an experienced Client Service Representative to enhance client relations through exceptional service... ...role involves greeting clients, scheduling appointments, and managing payment processes, ensuring high standards of care. Ideal...
Marsveterinary
San Antonio, TX1 day ago - ...Alera Group in San Antonio, Texas is seeking an Account Coordinator to support Employee Benefits clients with proactive service, accurate benefits administration, and a high-touch experience. You'll partner with internal teams to deliver compliant, competitive benefits...Work at office
Propel Insurance
San Antonio, TX1 day ago - ...Overview Amtex Insurance is seeking a Client & Insurance Support Specialist to support policyholders, assist with policy servicing requests, and help maintain accurate insurance... ...attention to detail and ability to manage multiple follow-up tasks. Comfortable working...Work at officeRemote work
Amtex Insurance
San Antonio, TX8 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Specialist. Be the first to apply!
Related searches
- hospital customer service representative San Antonio, TX
- medical customer service representative San Antonio, TX
- customer service representative apply online San Antonio, TX
- customer service rep remote San Antonio, TX
- customer service representative night shift San Antonio, TX
- customer happiness specialist San Antonio, TX
- customer service officer San Antonio, TX
- benefit customer service representative San Antonio, TX
- customer service consultant San Antonio, TX
- customer service representative (remote from home) San Antonio, TX