Get new jobs by email
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...SuggestedWork experience placementWork at office
- ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general...SuggestedWork experience placementWork at office
- ...specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through... ...Woodlands office. Position Summary The Client Service Associate (CSA) plays a critical role in delivering a...SuggestedWork at office
$75k - $80k
1 month ago Be among the first 25 applicants The HT Group is partnering with a well-establishedlaw firm to find a Legal Client Services Associate ! This person will provide top notch support to assigned Attorneys and clients, playing an integral role in the implementation...SuggestedFull timeContract workPart timeWork experience placementWork at officeRemote workDay shiftAfternoon shift- ...high‑net‑worth investors, Brasada is focused on delivering results with a strong client‑first culture centered on a strong investment process. Job Summary: The Client Service Associate (CSA) is a key member of the Brasada team and often the first voice and face our clients...SuggestedWork at office
- ...entrepreneurial roots—valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer... ...open roles in the organization. This role is the face of client service excellence and engagement with our Operating Partner Families &...SuggestedWork at officeLocal areaWork from homeWorldwide
$75k - $80k
A well-established law firm in Houston seeks a Legal Client Services Associate to provide crucial support to attorneys and clients. The role involves managing client interactions, drafting documents, and organizing meetings, emphasizing strong communication and organizational...Suggested- Job Description As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to...SuggestedH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Registered Client Service Associate The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. This role involves direct client interaction, administrative...SuggestedWork at office
$49k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations elevate their outreach, strengthen customer relationships, and expand...SuggestedFull time- Position Title: Service Advisor (Client Service Associate) The Service Advisor plays a vital role in managing client relationships and ensuring their needs are met effectively. This position involves daily interactions with clients, assisting in the opening and maintenance...Suggested
- ...Do you have financial planning experience and want to advance your career with an industry‑leading firm? As a Registered Client Service Associate you will provide dedicated support to high‑producing advisor(s) by preparing portfolio materials, building financial plans...SuggestedFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- A financial services firm is seeking a Client Service Associate to deliver exceptional client experiences in Houston. The role involves client interaction and operational excellence, requiring strong communication and organization skills. Ideal candidates are self-motivated...Suggested
- ...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, assisting with claims,...Suggested
Securance Corporation Agency
Houston, TX12 days ago - A leading financial services firm is seeking a Registered Client Service Associate in Houston, Texas. The role involves providing dedicated support to advisors by preparing portfolio materials, conducting investment research, and ensuring efficient client service. Applicants...SuggestedWork at officeRemote work
- ...Location: Houston, TX Industry: Financial Services / Wealth Management Compensation: $75... ...About the Role: Our client, a top producer in the financial services... ...a highly skilled Senior Client Service Associate to oversee daily operations and enhance...
Claire Myers Consulting
Houston, TX8 days ago - ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering...Work at office
- Insight Global is seeking a Trust Associate II in Houston, Texas, to manage key client relationships and ensure top-notch service delivery. The role involves creating technical reports, calculating payments, and coordinating with operations teams. Candidates should have...
- A financial services company is seeking an experienced client service representative in Houston, Texas. Responsibilities include keeping management systems updated, educating clients on services, and preparing reports for meetings. Applicants should hold Series 7 and 66...Full time
- A leading financial services firm in Houston is seeking a Registered Client Service Associate to support high-producing advisors. Responsibilities include preparing financial plans, managing client interactions, and performing administrative tasks. The ideal candidate has...Work at officeRemote work
- ...amazing, energetic team members and a company dedicated to your success, growth, and advancement. Job Description The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and...Work at office
- ...investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite... .... Position Description/Background: The Client Service Associate (CSA) supports the administration and operations of new and existing...Full timeWork experience placementLive inWork 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 client outreach on receivables and help create solutions to resolve client questions...Daily paidWork at officeRelocation
- Bank of America in Houston is seeking a motivated Client Service Associate for Merrill Wealth Management. The role involves delivering excellent client support to Financial Advisors and ensuring alignment with bank policy. Candidates should demonstrate a client-centric...
- A leading global financial services company in Houston is seeking an Associate, Client Processing I to provide client service and transactional support. The ideal candidate should possess a Bachelor's degree and have 0-3 years of experience, preferably in brokerage processing...
- A leading global wealth manager is seeking a Registered Client Associate in Houston, Texas. The successful candidate will play a key role in... ...7 and 66 licenses and have 2-5 years of experience in client service within the finance sector. This role offers a collaborative...
- ...of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global... ...tailored to clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated...Local area
- A financial advisory firm in Houston, Texas, is seeking an Associate Financial Advisor to support the Financial Advisor by enhancing client relationships. The AFA will manage client onboarding, assist with review schedules, and document interactions. Candidates should...
$23 - $30 per hour
Patient Services Associate | No Healthcare Experience Required You've spent years delivering a premium experience for clients who expect the best. You know how to run a smooth appointment, stay composed under pressure, and hold a high standard session after session. Now...$120k - $190k
...meaningful real estate, HOA, property owners association, and litigation matters with a respected Texas-based team Step into a client-facing attorney role with responsibility,... ...a strategic, hands-on approach to client service and is known for being responsive,...Full timeWork at officeOrion Placement
Houston, TX4 days ago
