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Search Results for Client Associate
Edward Jones - Washington, DC
- Client Service Associate/Operations-Financial Services
- Confidential - Houston, Texas
- Administrative / Clerical
- Wealth management firm located in Northwest Houston seeking Client Service Associate/Operations Team Member. Responsibilities & Activities: Client communications Maintains databases and data files Prepares materials for meetings Opens and processes account requests Coordinates completion of meeting action items with clients and clients advisors (CPAs, Attorneys, etc.) Maintains efficient operation of the office and equipment Assist with compliance, registration and licensing Create, maintain and enhance written office systems and procedures Prioritize and deliver on most critical issues or (see more)
- Registered Client Associate - The Woodlands
- Bank of America Corp. - Houston, Texas
- Banking / Mortgage
- Title: Registered Client Associate - The WoodlandsLocation: US-TX-The WoodlandsOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but (see more)
- Registered Client Associate - Midland, TX
- BOA - Texas
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. (see more)
- Client Service Associate - Private Client Direct - Houston
- JPMorgan Chase - Houston, Texas
- Banking / Mortgage
- Title: Client Service Associate - Private Client Direct - HoustonLocation: US-TX-Houston-JPMorgan Chase Building - 712 / 01525J.P. Morgan Private Banking, which includes both the Private Bank and Private Wealth Management businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2010 by Euromoney as the #1 Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 (see more)
- Client Service Associate
- UBS Financial Services - Houston, Texas
- Accounting / Finance
- > Title Client Service AssociateJob Reference # 83344BRLocation United States - TexasCity HoustonFunction Category Administration and SupportBusiness Divisions Wealth Management AmericasJob Type Full TimeDescription Job Summary and Mission:The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.Job Responsibilities:* Provide service to UBS clients by responding to clients requests and addressing inquiries to (see more)
- Payroll Client Manager / Team Lead III
- Aon Service Corporation - Houston, Texas
- Human Resources / Training
- Aon Hewitt is the global leader in human capital consulting and outsourcing solutions. The company partners with organizations to solve their most complex benefits, talent and related financial challenges, and improve business performance. Aon Hewitt designs, implements, communicates and administers a wide range of human capital, retirement, investment management, health care, compensation and talent management strategies. With more than 29,000 professionals in 90 countries, Aon Hewitt makes the world a better place to work for clients and their employees. For more information on Aon Hewitt, (see more)
- CLIENT SERVICE ANALYST - NEEDED NOW!!
- CDI Corporation - Houston, Texas
- Customer Service
- WHY WAIT? Are you looking for an exciting new opportunity? This may be your lucky day! It is time for a change and CDI can help. We have an immediate need for a CLIENT SERVICE ANALYST Job Description: ASSIGNMENT DETAILS AND REQUIREMENTS: - This is a long-term assignment located in downtown Houston, TX. - SAP and Bachelors Degree is required for consideration. - Must have Supply Chain/order fulfillment experience dealing with customers on a daily basis - Client does not pay for parking. - Work schedule: M-F 8am-5pm Supply Chain Associate -Customer Specialist Duties Include but not limited to: (see more)
- Sales Associate
- Wolff Shoe Company - Houston, Texas
- Sales / Sales Management
- Do you have a passion for selling? Do you have a love and understanding of fashion, trends, and most of all, shoes? Do you have an entrepreneurial spirit and the ability to promote yourself and your store to the local community? Then Marmi is the place for you to be. Marmi is a boutique-style ladies shoe store that offers fashionable footwear and accessories, but with a unique niche. We offer our clients the largest variety of sizes and widths in ladies footwear today. The Marmi client has both fashion and fit in 22 locations around the country. Currently our (see more)
- Associate Banking Center Manager - Humble, TX
- Amegy Bank - Houston, Texas
- Banking / Mortgage
- Oversees the operation of a banking center including loans, deposits, and non-exempt personnel. Responsible for the expansion of existing business relationships, the development of new business and calling on both new and existing clients. Directs branch activities, maintains prescribed security measures and compliance with applicable laws and regulations. Facilitates extension of credit to business and/or individuals through a wide variety of commercial, installment and/or real estate loans. May function as Teller Services Manager ensuring that customer service requirements are met by (see more)
- Associate Bkg Cntr Mgr - Conroe Teas Plaza - Conroe, TX
- Amegy Bank - Houston, Texas
- Banking / Mortgage
- Oversees the operation of a banking center including loans, deposits, and non-exempt personnel. Responsible for the expansion of existing business relationships, the development of new business and calling on both new and existing clients. Directs branch activities, maintains prescribed security measures and compliance with applicable laws and regulations. Facilitates extension of credit to business and/or individuals through a wide variety of commercial, installment and/or real estate loans. May function as Teller Services Manager ensuring that customer service requirements are met by (see more)
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