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732 client associate jobs at 330 companies in Texas

1mo
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Client Associate
Houston, Texas, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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3w
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Client Associate
San Antonio, Texas, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
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.
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Client Associate
Fort Worth, Texas, United States
OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or job-related experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses; adaptability to a changing business and technology environment.
Data Entry Software, Desktop Tools, Word Processing Software
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2d
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Client Associate (Investment Services)
San Antonio, Texas, United States
OnsiteFull Time
SWBC
SWBC: Provides insurance, mortgage, and investment services to institutions and individuals.
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
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2d
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Client Associate (Investment Services)
San Antonio, Texas, United States
OnsiteFull Time
SWBC
SWBC: Diversified financial services including insurance, mortgages, and investment management.
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
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2w
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Client Associate Domain
Austin, Texas, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client-services experience; proficient with Microsoft applications and POS; strong written and verbal communication; able to work weekends, evenings and holidays in a retail environment.
Microsoft Applications, point-of-sale (POS) systems
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1w
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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Client Account Associate
Houston, Texas, United States
OnsiteFull Time
alliantgroup
alliantgroup: Provides specialized tax credit and business consulting services.
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
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2mo
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Client Service Associate
Plano, Texas, United States
OnsiteFull Time
Retirement Planners of America
Retirement Planners of America: Provides wealth management and retirement planning services.
High school diploma required; finance/financial planning background preferred. Strong client service skills, MS Office and Salesforce proficiency, ability to interact with high-net-worth clients, and US work authorization required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
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2mo
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Corporate Client Associate
Houston, Texas, United States
$65k-$85k/yr RemoteFull Time
The Dream Opportunity
The Dream Opportunity: Provides career development and mentorship to under-resourced students.
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
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Associate, Client Service
Dallas, Texas, United States
OnsiteFull Time
ALM First
ALM First: Financial advisory and investment management for banks and credit unions.
0+ YOEBachelor’s degree preferred; 0-3 years in financial services or client service; strong communication and data/materials preparation skills.
Microsoft Office, CRM
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2mo
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Client Onboarding Associate
Irving, Texas, United States
OnsiteFull Time
Novatech
Novatech: Provides managed IT, print, cloud, and cybersecurity solutions.
Customer-focused tech-minded professional with driver’s license. Lift up to 100 pounds and ability to travel to client sites. On-site equipment installation and troubleshooting.
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1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
Veritext
Veritext: Provider of technology-enabled court reporting and litigation support services.
2+ YOEMinimum ~2 years professional experience preferred; strong client-service skills, relationship building, issue resolution, deadline tracking, and comfort with technology and proprietary software.
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2mo
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Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High School Diploma required; college degree preferred; willingness to obtain Series 7/66 or 63/65; strong MS Office and client service skills.
Microsoft Office
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3w
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
Level Four
Level Four: Provides integrated wealth management, financial planning, and insurance services.
5+ YOE5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce
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3w
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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2w
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Client Service Associate
The Woodlands, Texas, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
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1d
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Client Service Associate
Charlotte or Plano
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years client-facing experience, data analytics, project management, reporting skills, ability to influence, strong communication and presentation skills; Treasury services knowledge and BS/BA preferred.
Zoom, Google G suites, Microsoft Office
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1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
Veritext
Veritext: Providing court reporting and litigation support services.
2+ YOE2+ years professional experience preferred, client-service orientation, strong written and verbal communication, attention to detail, ability to manage deadlines, resolve issues, and use proprietary software/technology.
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