20 client accounting services associate jobs at 8 companies in Devine, TX
2w
Save
Mark Applied
Hide
Client Associate (Investment Services)
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEProvide administrative and client support to Financial Advisors, schedule appointments, assist with trades and account changes, organize marketing/events, produce reports; requires 2 years relevant experience, Associate's or equivalent, Texas driver's license, Series licenses preferred.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint
2w
Save
Mark Applied
Hide
Private Wealth Client Associate
San Antonio, Texas, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, and support operational excellence; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
Save
Mark Applied
Hide
Client Service Associate (Boerne, TX)
Boerne, Texas, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service clients via phone/email/in-person, process transactions, open accounts, use CRM and Excel; HS diploma and securities-related experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
1mo
Save
Mark Applied
Hide
Client Service & Operations Associate
Austin or Houston or San Antonio
$45k-$65k/yr HybridFull Time
2+ YOE2-3 years financial services or operations experience preferred; proficiency with eMoney, Salesforce, Microsoft Excel; strong attention to detail, client communication, and ability to handle sensitive information. Bachelor's degree preferred.
eMoney, Salesforce, Microsoft Excel, Microsoft Office, Slack, Zoom, Envestnet, Morningstar
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
San Antonio, Texas, United States
OnsiteFull Time
Client service support for financial advisors; high school diploma/GED required; FINRA SIE/Series securities preferred; strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
Private Client Associate Account Executive
San Antonio, Texas, United States
HybridFull Time
Prepare policy changes, evidence of insurance, endorsements, ID cards, reconcile reports, handle client billing and service calls; high school diploma required, prior insurance servicing experience and agency system knowledge preferred.
Sagitta, Applied Epic, AMS, Comprehensive Loss Underwriting Exchange (CLUE), LexisNexis, OCR
23h
Save
Mark Applied
Hide
Tax Associate
San Antonio, Texas, United States
OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
23h
Save
Mark Applied
Hide
Tax Associate
San Antonio, Texas, United States
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
1mo
Save
Mark Applied
Hide
Wealth Relationship Manager Associate
San Antonio, Texas, United States
OnsiteFull Time
Provide client service support, prepare financial planning data, use WealthView/E-Money, strong Microsoft Office skills, four-year degree in business preferred, CFP track preferred.
WealthView, E-Money, Microsoft Office
4w
Save
Mark Applied
Hide
Assistant Branch Manager SW Military
San Antonio, Texas, United States
OnsiteFull Time
4+ YOE4+ years related banking experience; associates degree or equivalent preferred; ability to coach staff, manage branch operations, deliver sales and client service; must be able to serve as a state Notary Public and pass required background checks.
Explore Jobs