Average salary: $30,120 /yearly

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  •  ...Atlas Advisory Group , a boutique wealth management firm, located in Plano, TX , is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our... 
    Suggested
    Full time
    Work at office
    Relocation

    R&R Human Resources Solutions

    Plano, TX
    a month ago
  • $85k - $100k

    Client Relationship Associate - Houston, TX Job Description Angeles Wealth Management ("AWM") seeks a detail-oriented, client-focused Client Relationship Associate to support the delivery of a high-quality wealth management experience for clients and advisors. This role... 
    Suggested
    Work at office
    Local area
    Work from home
    Monday to Thursday

    ANGELES INVESTMENT ADVISORS

    Houston, TX
    1 day ago
  • $47k - $54k

     ...and build meaningful careers. Job Description We are seeking a Client Account Representative to serve as a trusted point of contact...  ...customer experience. In this role, you will build meaningful relationships, provide account support, coordinate client needs, and collaborate... 
    Suggested
    Full time
    Work at office
    Local area

    The QC Local

    Dallas, TX
    5 days ago
  • As a Client Relationship Associate at Coozmoo Digital Solutions, you’ll support the successful delivery of client projects by managing day-to-day coordination and communication. Acting as a key link between clients and internal teams, you’ll help ensure requirements are... 
    Suggested
    Flexible hours

    Coozmoo Digital Solutions Inc.

    Houston, TX
    3 days ago
  •  ...Escobar Branch - 115 Davis Dr. El Paso, TX. 79907 FT & PT (15-40hrs) JOB SUMMARY: Under general supervision, the Client Relations Associate serves as the primary point of contact for members, participants, prospects, and visitors. This position is responsible... 
    Suggested
    Work at office

    Young Women's Christian Association of El Paso, TX

    El Paso, TX
    4 days ago
  •  ...Build professional relationships, help families understand their options, and grow in a fully remote career. AO Globe Life is hiring Client Relationship Associates to connect with prospective clients and provide education around life, accident, and supplemental health... 
    Suggested
    Remote job
    Hourly pay
    Full time
    For contractors
    Local area

    AIL

    Dallas, TX
    3 days ago
  •  ...Wealth Management Client Associate San Antonio, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Antonio, TX
    4 days ago
  •  ...Client Experience Associate Hybrid - Dallas, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with...  ...wealthtech industry. Your Impact Act as the key relationship manager for Farther advisors and clients by providing... 
    Suggested
    Work experience placement

    Farther LLC

    Dallas, TX
    2 days ago
  •  ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's retail organization, you will be based in Rowlett...  ...dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Rowlett, TX
    4 days ago
  •  ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Lubbock, TX
    2 days ago
  •  ...through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    San Antonio, TX
    23 hours ago
  •  ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    National Black MBA Association

    Frisco, TX
    4 days ago
  • Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management...  ..., providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll... 
    Suggested
    Local area

    JP Morgan Chase

    Dallas, TX
    4 days ago
  •  ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from... 
    Suggested
    Seasonal work
    Work at office
    Work from home

    Talentify.io

    Lubbock, TX
    2 days ago
  •  ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based...  ...dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Beaumont, TX
    3 hours agonew
  • $20 - $22 per hour

     ...Donato Technologies! We have an immediate opening for a **Client Relations Associate** with our company in Farmers Branch, TX. If you are...  ...Client Relations Associate to help maintain and develop relationships with our existing clients and business contacts.... 
    Hourly pay
    Part time
    Work at office
    Local area
    Immediate start
    2 days per week
    3 days per week

    Donato Technologies Inc

    Farmers Branch, TX
    1 day ago
  • $140k

    Job DescriptionClient Service Associate, Investment ServicesUSA RemoteUp to $140,000ShortList is recruiting for a Client Service Associate for a specialist investment advisory...  ...across a growing book of institutional relationships. You will own the preparation of client reports... 
    Permanent employment
    Internship
    Work at office
    Remote work

    Shortlist Recruitment

    Dallas, TX
    2 days ago
  • Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise...  ...products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests... 
    Work experience placement
    Work at office

    JP Morgan Chase

    Plano, TX
    1 hour agonew
  •  ...new opportunities, and service existing client base and enhance production. Why you'...  ...possess the minimum qualifications: Associate's in Business, Finance, Marketing, or related...  ...investment-based sales support, client relationship/service, or related experience.... 
    Work at office

    SWBC

    San Antonio, TX
    1 day ago
  •  ...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Antonio, TX
    1 day ago
  •  ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private...  ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful... 
    Work at office
    Local area

    Morgan Stanley

    San Antonio, TX
    3 days ago
  •  ...Client Success Associate (CSA) Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you...  ...operational tasks that allow CSMs to stay focused on client relationships and over time, will grow toward direct client-facing... 
    Work at office
    Local area
    Flexible hours

    HUB International

    Austin, TX
    3 days ago
  • Our client is looking to add a Private Client Associate to one of its advisory teams. This Dallas-based multi-family office was built decades ago to advise...  ...still operates that way: small teams, long client relationships, and institutional-grade infrastructure that belies... 
    Work at office

    20/20 Foresight Executive Talent Solutions

    Dallas, TX
    2 days ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin...  ...and NIGOs that impact client accounts Develop a strong relationship with custodians to provide extraordinary client service... 
    Work at office

    Vodia Ventures

    Houston, TX
    2 days ago
  •  ...Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client...  ...SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing... 
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Dallas, TX
    3 days ago
  •  ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor...  ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate... 
    Work at office
    Local area

    Morgan Stanley

    Dallas, TX
    3 days ago
  •  ...opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Bank organization, you will be based...  ...Job Description Develops and maintains long term client relationships. Actively manages client expectations to ensure maximum... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Houston, TX
    3 days ago
  • $49k - $54k

     ...Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional...  ...elevate their outreach, strengthen customer relationships, and expand their market influence through innovative strategies... 
    Full time

    Catch Vibe Voice

    Houston, TX
    3 days ago
  •  ...wires, initiating letters of credit and associated confirmations, processing safekeeping...  ...the need to escalate for troubleshooting Client Services issues in a timely manner....  ...should focus on building professional relationships and helping customers achieve their goals... 
    Work experience placement
    Work at office
    Flexible hours
    Weekend work
    Afternoon shift

    FHLBank Dallas

    Irving, TX
    1 day ago
  •  ...Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may...  ...management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client... 
    Work experience placement
    Work at office

    JPMorgan Chase Bank, N.A.

    Plano, TX
    3 hours agonew