Wealth Management Client Services Associate
UBS Financial Services Inc.
UBS is seeking a dedicated individual for operational and administrative support within our Wealth Management team in Houston, Texas. The successful candidate will maintain management systems, assist clients, prepare reports, and organize marketing events. You will need a high school diploma, client service experience, and Series 7 and 66 licenses. Soft skills like communication and attention to detail are vital for success. This full-time position promises a dynamic team environment dedicated to client wealth management. #J-18808-Ljbffr
$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...Suggested- 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...Suggested
- ...Job Overview Merrill Wealth Management is hiring a Financial Advisor Client Associate to provide client service support to multiple Financial Advisors. The role involves supporting enterprise strategic objectives, operational excellence, and client advocacy while customizing...SuggestedSeasonal workWork from homeShift workDay shift
$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...SuggestedWork at office- ...& Co. in Houston, Texas, is seeking a Client Relationship Associate to support day-to-day interactions with clients in private wealth management. This entry-level role is ideal for motivated... ..., focusing on excellent client service and operational support. The Associate...Suggested
- 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
- NPAworldwide is seeking a Client Service Associate (RIA) in Houston, TX, to provide exceptional client experiences in a boutique wealth management firm. The role involves opening accounts, facilitating transactions, and maintaining client records, while collaborating closely...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private... ...of experience in the investment management industry Preferred Qualifications... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...Work at office
- ...Senior Client Service Associate Founded in 1983, Westwood offers a broad array of investment solutions... ...to institutional investors, private wealth clients and financial intermediaries.... ..., Tactical Absolute Return and Managed Investment Solutions, which are available...Work at officeImmediate startVisa sponsorship
$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- ...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... ...other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Work at officeLocal area
- ...The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of... ...building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to...Internship
- 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...
- LW - Client Service Associate Manager page is loaded## LW - Client Service Associate Managerremote type: Officelocations: Houston, TXtime type: Full... ...to open and/or service portfolio accounts per request of Wealth Advisor* Attend meetings with clients as neededTeam...Work at officeRemote workWork from homeFlexible hours
$54k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.... ...job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people...- Ameriprise Financial in Houston, Texas is seeking a dedicated Client Service Associate to support advisors and deliver exceptional client service. You will assist in preparing financial plans, managing client meetings, coordinating marketing events, and providing general...
- ...We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement... ...small business and institutional clients. We are a longstanding leader... ...looking for a Client Service Associate to join our operations team....Full timeWork at office
- ...We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement... ...small business and institutional clients. We are a longstanding leader... ...a Registered Client Service Associate, you will provide dedicated support...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- Are you truly service oriented? Do you know how to take care of people? We’re... ...Advisors. Responsibilities Keep management systems up-to-date with client information Educate clients on account... ...team: You’ll be working in the Wealth Management team in the Houston Clear...Full timeWork at office
- ...Description Job 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,...
- 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....
- ...Registered Wealth Management Client AssociateHouston, TexasAdditional locations×To proceed with your... ...and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeDay shift
- ...Private Wealth Client Associate Houston, Texas To proceed with your application, you must be... ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and...Seasonal workWork at officeWork from homeShift workDay shift
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
- ...Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...people decisions. We help clients build better workplaces,... ...prosper. As a Client Service Associate, you’ll play a key role in delivering... .... Previous experience managing client relationships. Behaviors...Full timeLive outWork at officeLocal areaFlexible hours
- ...Responsibilities Client Support: Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing... ...special projects and/or other duties directed by local management. Administrative Support: Answering inbound phone calls or...Work at officeLocal area
- ...Client Service Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns...Full timeTemporary workPart timeWork experience placementWork at office
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....Flexible hours
$85k - $100k
ANGELES INVESTMENT ADVISORS is seeking a Client Relationship Associate in Houston, TX to support wealth management services. The role requires 3-7 years of experience, primarily focusing on client service, account administration, and custodial coordination. Candidates...Work at office- UBS is looking for a service-oriented individual to provide operational and administrative... .... In this full-time role, you will manage client information and assist with client-related... ...Your expertise will be valued within the Wealth Management team, where you’ll educate clients...Full time
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