Wealth Management Client Advocate
Bank of America ATM
Bank of America is seeking a client service support professional for Merrill Wealth Management. This role involves providing service to clients, supporting Financial Advisors, and ensuring alignment with the bank's operational goals. The ideal candidate is motivated and detail-oriented, possessing strong communication skills and the ability to adapt to new technology. A high school diploma is required, and knowledge of investment products is a plus. #J-18808-Ljbffr Bank of America
- ...Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Client Operations & Financial Planning Associate We’re actively building relationships with experienced professionals in wealth management, client operations, and financial planning support for upcoming opportunities within our advisor network. These roles are ideal for...Suggested
$240k - $280k
...Legal Recruitment Role and Practice Area Wealth Preservation Associate Attorney - Austin... ...yr - $280,000.00/yr About the Firm Our client is a leading Texas-based law firm with... ...waive in) Ready to Advance Your Wealth Management Career? Apply confidentially today - your...Suggested$26 - $30 per hour
HUB International is seeking a Wealth Advisor Services Associate in Austin, TX. This role is crucial to ensure a seamless client and advisor experience, requiring strong multi-tasking skills and knowledge of custodial operations. Ideal candidates should thrive in a teamwork...SuggestedHourly pay- ...Client Advocate Location US-TX-Austin ID 2026-2289 Category Business Development Position Type... ...experience for existing clients Utilizes client relationship management system (CRM) to document leads/opportunities, client information...SuggestedBi-weekly payFull timeTemporary workInternshipLocal areaRemote workFlexible hours
- ...Stifel strives for a culture that puts its clients and associates first: a culture where... ...of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee... ...thinking like a start-up. We are a global wealth management and investment banking firm...Work at office
- ...We are an independent and rapidly growing Wealth Management RIA firm committed to delivering exceptional client service. As we continue to expand, we are seeking a... ...ordering supplies. What We’re Looking For Client Advocate – Passionate about delivering excellent service...Work at office
- ...Stark Law is seeking an experienced attorney in Austin, Texas, to handle personal injury cases. The role entails developing and managing clients' stories while providing exemplary service and leading a supportive team. The ideal candidate possesses a Juris Doctor (JD)...
$100k - $200k
...injury law firm is seeking an attorney in Austin, Texas, to advocate for clients navigating their legal journeys. Ideal candidates will... ...years of relevant experience. Responsibilities include case management, client relations, and team leadership, ensuring a proactive...Relocation package$100k - $200k
A prominent personal injury law firm in Austin, Texas is seeking an experienced personal injury attorney to advocate for clients navigating their legal challenges. The ideal candidate will possess a JD degree, Texas bar certification, and 2-5 years of relevant legal experience...Relocation package- Serenity Mental Health Centers is seeking a Client Advocate to guide clients through their options with clarity and support. This role demands... .... You will help clients feel confident in their decisions, manage interactions, and document information accurately. The...
- ...remote service provider in the U.S. is seeking motivated individuals for a fully remote role. In this position, you will connect with clients who have requested information about benefits, providing guidance and support. No prior experience is required as full training is...Remote jobFlexible hours
- Arthur J. Gallagher & Co. (AJG) is looking for a Commercial Lines Client Service Associate to join their Small Business team in Austin,... ...support their needs, contributing to the renewal process and managing multiple priorities effectively. The position requires a high school...
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client... ...to Financial Advisors and Private Wealth Advisors. This role involves cultivating... ...clients while executing transactions and managing account inquiries. The ideal candidate should...
$70k - $90k
...families. We provide disciplined investment management grounded in evidence-based principles alongside comprehensive wealth planning, including tax, estate, cash flow, risk... ...is seeking a Fully Remote Operations / Client Service Associate to join our team. As a small...Full timeWork at officeRemote workWork from home- ...Probate / Trusts and Estates Attorney to guide families through estate administration. Appear in court, draft pleadings, and manage sensitive client matters—an ideal next step for candidates pursuing Austin legal jobs and meaningful client impact. Opening Summary Join a...Permanent employmentFull timePlacement yearWork at officeLocal areaImmediate start
$175k - $210k
...9, 2026 at 8:00 AM Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide... ...RIAs — to grow their businesses and deliver exceptional client service. We combine advanced business management technology...Contract workWork at office- Endeavors is seeking a Case Manager in Austin, Texas. The role involves providing quality case management services, coordinating referrals, and facilitating life management classes for clients in crisis situations. A Bachelor's degree in Social Work, Psychology, or a related...
$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 work$151k - $308k
...Knowledge Management & Innovation Attorney (Intellectual Property) Job Category: Information Technology Requisition Number: KNOWL... ...firm with multiple locations across the United States, serving clients with domestic and international operations. Committed to diversity...Full timeTemporary workRemote workFlexible hours- The SAFE Alliance is seeking a full-time Children’s Advocate in Austin, Texas, to provide support and advocacy in residential programs. You will implement therapeutic, educational, and recreational activities, while advocating for the needs of children facing various challenges...Full time
- Walmart in Austin is looking for an Entertainment Associate to greet customers and assist them on the salesfloor. The role requires being tech savvy and recommending merchandise based on customer needs. The successful candidate will also be responsible for moving incoming...Hourly payFull time
- ...Attorney Manager II We are seeking a proven Attorney Manager with prior formal managerial experience to oversee a team of trial attorneys... ...leadership ability, and a commitment to delivering outstanding client-centered results. Responsibilities Lead, manage, and mentor a...Immediate startRelocation package
$150k
...Attorney Manager I Locations: San Antonio | Austin | Dallas | Houston | Corpus Christi Compensation: $150,000 Base Salary + Performance... ..., mentoring developing litigators, and ensuring that every client receives the highest level of advocacy. Key Responsibilities Lead...Immediate startRelocation package$150k - $180k
...Description Job Description Join Kimbrough Legal PLLC as a Managing Attorney (Hybrid) Are you an experienced licensed family law... ...-oriented, dependability-centered legal services to our valued clients. As a Managing Attorney, you will collaborate closely with the...Work at office- National Litigation & Claims Management Attorney At Wilson Elser , we are redefining what it means to work at a national law firm. With more... ...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment...Remote workFlexible hoursShift work
- A full-service law firm is seeking a Knowledge Management & Innovation Attorney to drive business transformation and operational efficiency... ...role focuses on developing innovative solutions and optimizing client service delivery within the Intellectual Property Practice....Remote job
$100k
...experience and be licensed to practice law in Texas. Responsibilities include evaluating claims, drafting legal documents, and representing clients in various legal settings. The position offers a base salary of up to $100,000 plus bonuses, 401K match, and flexible Paid Time Off...Flexible hours$240k - $280k
A leading Texas-based law firm is seeking a Wealth Preservation Associate Attorney in Austin. The ideal candidate will have 4-6 years of experience in trusts and estates, strong academic credentials, and an interest in wealth preservation. This position offers a competitive...$215.37k - $387.81k
...and execute an AI transformation and knowledge strategy, (ii) manage the creation and maintenance of practice resources, with a focus... ...appropriate to highlight the firm's AI transformation efforts to clients and prospective clients. Actively contribute to a culture of...
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