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- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
TradeJobsWorkforce
Houston, TX1 day ago - ...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
Hilltop Holdings
Houston, TX1 day ago - ...Selah Financial Services is hiring a Client Service Associate to join our growing, fast-paced team in Friendswood, TX. What Youll Do: Coordinate and execute the new account process from start to funding Prepare, track, and follow up on paperwork with 98...SuggestedWork at office
Selah Financial Services Inc
Houston, TX4 days ago $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 timeAlphabe Insight
Houston, TX2 days ago- ...Location: Houston, TX Industry: Financial Services / Wealth Management Compensation: $7... ...luck. About the Role: Our client, a top producer in the financial... ...a highly skilled Senior Client Service Associate to oversee daily operations and enhance...Suggested
Claire Myers Consulting
Houston, TX7 hours agonew - ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client...SuggestedFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Ameriprise Financial
Houston, TX11 hours ago - ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SuggestedWork at office
Chase
Houston, TX2 days ago - Client Services Associate Job Posting (revised) Client Services Associate - Houston, TX In-Office | Full-Time About Haven Wealth Group Haven Wealth Group is a Registered Investment Advisor (RIA) providing wealth management, investment management, and comprehensive financial...SuggestedFull timeWork at officeMonday to Friday
- ...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
- ...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
$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- ...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$23 - $30 per hour
A mental health services provider in Texas is seeking a Patient Services Associate to enhance client experiences through exceptional service in a structured, technology-driven environment. The role requires 2+ years in a premium client-facing or customer service position...SuggestedHourly pay- 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...
- ...Senior Client Service Associate Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity...Work at officeImmediate startVisa sponsorship
- 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...Work at officeRemote work
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- A financial services firm in Houston is seeking a Client Services Associate to enhance client interactions and provide administrative support. This role focuses on managing client accounts, onboarding, and acting as a liaison between clients and advisors. Candidates should...Full timeWork at office
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for you! As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play...Work at office
- 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
- ...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,...
- ...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
- 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...
- 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...
- ...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
- ...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...Work experience placementWork at office
