1w
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Sr. Associate, AfroTech Client Services
Houston, Texas, United States
RemoteContract
3+ YOE3+ years client services or events experience; BS/BA preferred; experience with sponsor/account coordination, Asana and exhibitor systems; strong communication and independent execution skills.
Microsoft Office, Google Suite, Asana, Map Your Show
2mo
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Accounting Associate - Fee Allocation
Houston, Texas, United States
OnsiteFull Time
1+ YOEBachelor's degree preferred; 1+ year client service experience; detail-oriented; strong communication; proficient in MS Office; good data entry.
Microsoft Office, Data Entry
3w
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Client Service Associate
The Woodlands, Texas, United States
OnsiteFull Time
Bachelor's degree required; experience with CRM and Microsoft Office; strong communication, client service, and account analysis skills; Series 7 preferred or ability to obtain within 6 months.
Client Relationship Management (CRM) software, Microsoft Office
5d
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Client Service Associate WWS
Houston or The Woodlands
OnsiteFull Time
5+ YOE5+ years financial services experience; proficiency with Raymond James systems and Microsoft Office; strong client service, organizational, analytical, and communication skills; SIE/Series 7/66 preferred.
Raymond James systems, RJFS CRM, RJ Systems, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint
3mo
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Senior Client Service Associate
Houston, Texas, United States
OnsiteFull Time
7+ YOE7+ years in client service; experience with UHNW families; US work authorization; bachelor's degree.
3w
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Associate, Client Service (TX, Houston)
Houston, Texas, United States
OnsiteFull Time
2+ YOE2–5 years client service experience (wealth management preferred). Series 7 and/or 65 or willingness to obtain. Advanced Microsoft Excel/PowerPoint/Word, strong communication, organization, and attention to detail.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2mo
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Registered Client Service Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred; active Series 7/66 or 63/65; 2+ years industry experience; strong client service, MS Office, and knowledge of financial products.
Microsoft Office
4w
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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
2mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
6d
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
5d
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Part Time Client Service Associate
Deer Park, Texas, United States
OnsitePart Time
0.5+ YOEMinimum 6 months banking/finance experience, college coursework preferred, strong written and oral communication, MS Office proficiency, CRM experience, scheduling and client-contact skills.
Microsoft Office, CRM
2mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
10+ YOEOver 10 years in Client Service with leadership experience; proficient with Fidelity/Schwab; MS 365; CRM; Portfolio Accounting; strong organization and communication skills.
Microsoft 365, CRM, Portfolio Accounting System, Document Management Software, Fidelity custodial platforms, Schwab custodial platforms
2w
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Senior Audit Associate (Client Service)
Houston, Texas, United States
OnsiteFull Time
2+ YOEBachelor's in accounting,2+ years public accounting audit experience,financial institution experience preferred,CPA preferred,proficiency with Microsoft Office,Engagement and Knowledge Coach.
Microsoft Office, Engagement, Knowledge Coach
3mo
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Senior Tax Associate
Houston, Texas, United States
$90k-$120k/yr OnsiteFull Time
3+ YOECPA with 3-5 years in public accounting; tax compliance, planning, and research; strong communication and client service.
CRM, Tax Research Tools, Tax Software
2w
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
1w
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Senior Associate, Customer Success
Illinois or United States or Houston or Irvine or Seattle or New York City
$57k-$98k/yr RemoteFull Time
3+ YOEBachelor's in accounting/business or equivalent experience; 3 years customer success or sales in SaaS; knowledge of SaaS metrics and CRM; experience with Salesforce and client-facing communication.
Salesforce, CRM, ERP
1mo
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
$75k-$160k/yr OnsiteFull Time
2+ YOEBachelor's degree required. 2+ years preferred in client service or financial industry. SIE, Series 7 and 63 required. Strong communication, organization, client service orientation, and ability to work under pressure.
3mo
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Payroll Specialist - (Senior Payroll Associate (Mid-Level))
New York City or Houston or Schaumburg or Sandy Springs or San Jose or Torrance
$55k-$73k/yr HybridFull Time
3+ YOE3+ years payroll processing including multi-state payroll; experience with ADP or similar systems; proficiency with Microsoft Excel, Word, PowerPoint; working proficiency in English and Japanese; strong communication and client-service skills.
ADP, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
4w
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Governance, Risk, and Compliance Senior Associate or Supervisor - Public Sector/Government
Houston, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree in accounting/finance/business/public administration, 3+ years client service experience in internal audit/compliance/performance audit/consulting, knowledge of COSO, IIA standards and GAGAS, supervisory and project management skills, advanced writing and executive communication.
2d
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Sales Executive - Associate Director, Houston
Houston, Texas, United States
$244k-$280k/yr HybridFull Time
10+ YOE10+ years business development/sales in professional services, proven record selling complex digital/technology/managed services to C-level, large account experience, strong client management and sector expertise, bachelor’s degree or equivalent preferred.
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