1mo
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Client Associate
San Antonio, Texas, United States
OnsiteFull Time
1+ YOE1+ year client service experience in finance preferred, bachelor's degree in Finance or Economics (or equivalent), bilingual Spanish, strong communication, analytical and detail orientation.
1w
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Client Associate (Investment Services)
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEAssociate's in business/finance or equivalent experience, 2+ years in investment sales support or client service, Texas driver's license, Series 7/63/65 and Group I insurance preferred, proficient in Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint
1w
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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
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Wealth Management Client Associate
San Antonio, Texas, United States
OnsiteFull Time
Provide client service support to financial advisors, ensure timely and accurate client materials, learn technology platforms, and possess strong communication and attention to detail. High school diploma/GED required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
6d
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Client Associate - La Cantera
San Antonio, Texas, United States
$14-$15/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficient with Microsoft applications, POS systems and CRM; strong written and verbal communication; able to work weekends, evenings and holidays.
Microsoft Applications, Point-of-sale (POS) systems, CRM
2w
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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
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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
4d
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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
2mo
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Work From Home - Client Services Associate
San Marcos, Texas, United States
RemoteAll Commitments Available
Genuine desire to help others, strong communication, teamwork, integrity.
3w
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J.P. Morgan Wealth Management – Outbound Client Acquisition Associate
Plano or Chicago or Westerville or Tempe or San Antonio
$65k-$88k/yr OnsiteFull Time
2+ YOEActive Series 7 and Series 63, 2+ years outbound sales/business development in financial services, consultative selling skills, CRM (Salesforce) and Microsoft Office proficiency; Series 66 preferred; Bachelor’s preferred.
Salesforce, Microsoft Office
2mo
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Senior Client Services Representative
Universal City or Cibolo
OnsiteFull Time
5+ YOEAssociate's degree; 5+ years in Veterinary Medicine; strong communication; CRM experience; multitasking.
CRM
2w
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Associate Attorney
San Antonio, Texas, United States
$95k-$152k/yr HybridFull Time
0+ YOEActive Texas State Bar admission, 0-3 years family law experience preferred, strong writing and communication, client-focused multitasking and attention to detail.
1w
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Wealth Service Associate
San Antonio or Jacksonville
$49k-$68k/yr HybridFull Time
2+ YOE2-4 years client service/sales experience in financial services preferred; familiarity with KYC/AML; strong communication, accuracy, and client-focus; ability to use Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Outlook, Microsoft Word
3d
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Clinic Admissions Associate
San Antonio, Texas, United States
$19-$22/hr OnsiteFull Time
1+ YOE1–2 years administrative or customer-service experience, high school diploma/GED required (BA preferred), strong communication, document management, and client-facing skills.
2d
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Operations Associate - Part Time
San Marcos, Texas, United States
$20-$23/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-facing experience, ability to lift up to 50 pounds, strong communication and organizational skills, punctuality and reliable attendance.
1w
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Operations Associate - Part Time
San Marcos, Texas, United States
$20-$23/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience, ability to lift up to 50 lbs, strong organization and communication, availability nights/weekends/holidays, punctual and reliable.
3mo
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Sales Associate (Program Advisor)- Shaenfield
San Antonio, Texas, United States
OnsiteFull Time, Part Time
Sales-focused role requiring strong communication, lead follow-up, CRM proficiency, and delivery of excellent client experiences.
CRM (ClubReady), Club OS
1mo
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Associate Attorney - Law License Required
San Antonio, Texas, United States
OnsiteFull Time
Active Texas license to practice law required; experienced attorney able to manage an independent caseload, represent clients in court, draft pleadings, negotiate settlements, and communicate effectively.
1w
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Senior Accounting Associate - Real Estate
Austin or Dallas or San Antonio
HybridFull Time
4+ YOEBachelor in accounting preferred, CPA preferred, 4+ years property accounting experience, US GAAP knowledge, property management systems (Yardi, MRI), client-facing and mentoring experience.
Yardi, MRI
3w
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Strategic Communications Associate-2
San Antonio, Texas, United States
OnsiteFull Time
5+ YOEBachelor's degree preferred; 5+ years in communications, account management, or PR; strong writing, editing, project management, client-facing and strategic communications skills.