1mo
Save
Mark Applied
Hide
Client Associate
Houston, Texas, United States
OnsiteFull Time
High school diploma, client service experience, excellent communication and attention to detail, proficiency in Microsoft Office Suite; may require assessments during hiring.
Microsoft Office Suite
1w
Save
Mark Applied
Hide
Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service support to Financial Advisors; high school diploma required; SIE/Series licenses preferred; proficiency with Microsoft Office and Salesforce; strong communication and client-focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Client Account Associate
Houston, Texas, United States
OnsiteFull Time
Client outreach on receivables, reconcile outstanding balances, research and resolve billing issues, strong Excel and Microsoft Office skills, preferred bachelor's degree and 1-2 years client service experience.
Microsoft Office Suite, Microsoft Excel
1mo
Save
Mark Applied
Hide
Client Service Associate
Houston, Texas, United States
OnsiteFull Time
0+ YOEProvides high-quality client service, manages client expectations, executes transactions (money movement, beneficiary administration, security transfers), uses digital tools, and collaborates with internal partners. Bachelor\u0002s degree typically required; <1 year professional experience.
2mo
Save
Mark Applied
Hide
Corporate Client Associate
Houston, Texas, United States
$65k-$85k/yr RemoteFull Time
4+ YOE4–6 years in client-facing, project coordination, partnerships, or communications; strong writing, organization, and Monday.com proficiency.
Monday.com, Google Workspace, Canva, Slack
3w
Save
Mark Applied
Hide
Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills, willingness to obtain securities registrations (Series 7/63/65/66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
Save
Mark Applied
Hide
Registered Client Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOESeries 7 and 66 licenses, 2+ years client service experience in finance preferred, bachelor’s in Finance or Economics, bilingual Spanish, strong communication, analytical and detail-oriented skills.
4w
Save
Mark Applied
Hide
Client Service Associate
Houston, Texas, United States
$54k-$65k/yr OnsiteFull Time
2+ YOEFinancial services experience (RIA or Broker/Dealer preferred), 2 years relevant experience preferred, Bachelor's degree or equivalent experience preferred, strong client service, critical thinking, attention to detail, and confidentiality.
3w
Save
Mark Applied
Hide
Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Provide exceptional client service supporting financial advisors, execute money movement transactions, manage calendars/travel/expense reports, use digital tools and Microsoft Office; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2d
Save
Mark Applied
Hide
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
4w
Save
Mark Applied
Hide
Senior Registered Client Associate
Sugar Land, Texas, United States
OnsiteFull Time
Provide operational and administrative support to Financial Advisors; maintain client records, prepare reports, collect account documentation; Series 7/66 licenses for registered CSAs preferred, bachelor\u0002s preferred, proficient in Microsoft Office, strong communication and attention to detail.
Microsoft Office
3mo
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
Associate Director, Client Strategy
Houston, Texas, United States
OnsiteFull Time
8+ YOE8-10+ years in social/influencer or integrated marketing; agency experience preferred; strong strategic marketing program development and senior client-facing skills.
2mo
Save
Mark Applied
Hide
Client Service Associate (Houston, TX)
Houston, Texas, United States
OnsiteFull Time
1+ YOEHigh school diploma; 1+ years securities industry or related experience preferred; strong client service, CRM, and Excel; ability to manage multiple tasks and deadlines; good communication.
CRM software, Excel
1d
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3w
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
3mo
Save
Mark Applied
Hide
Registered Client Service Associate
Houston, Texas, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent; 3-5 years client service experience; Series 7 or ability to obtain within 150 days; state securities registrations or ability to obtain; strong math and analytical skills.
2mo
Save
Mark Applied
Hide
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