73 client finance jobs at 30 companies in San Antonio, TX
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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.
1mo
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Private Wealth Client Associate
San Antonio, Texas, United States
OnsiteFull Time
Provide client service support to financial advisors, deliver timely and accurate client materials, promote banking and investment solutions, and use Microsoft and CRM tools; high school diploma required; FINRA licenses preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
4w
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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
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Client Financial Specialist
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
4w
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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
2mo
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Manager, Tax - Private Client
Austin or San Antonio
OnsiteFull Time
5+ YOE2+ Mgmt5+ years in public accounting or law/trust; CPA or JD; degree in accounting/finance; experience managing engagements.
OneSource
4w
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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
1mo
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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
1mo
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Client Group Onboarding & Transitions Senior Analyst
San Antonio, Texas, United States
OnsiteFull Time
3+ YOE3+ years finance/operations experience, bachelor’s degree preferred, project management and client onboarding experience, strong communication, analytical skills, and proficiency with office software.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, Microsoft Access, Salesforce.com, SQL, VBA
1mo
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Private Client Services Account Manager
San Antonio, Texas, United States
HybridFull Time
1+ YOEExperience with insurance account servicing, policy processing, endorsements, renewals, and client communication; proficiency with Sagitta/ImageRight and Microsoft Office; 12–36 months industry experience preferred.
Sagitta, ImageRight, SilverPlume, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
4w
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Client Services Director, Robert Half Management Resources - San Antonio
San Antonio, Texas, United States
OnsiteFull Time
5+ YOEBusiness degree preferred (finance/accounting), CPA or MBA a plus, 5+ years professional experience, strong negotiation and relationship skills, proficient with Microsoft Office; Salesforce a plus.
Microsoft Office, Salesforce
2w
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Tax Senior, Private Client Services
San Antonio, Texas, United States
$72k-$112k/yr OnsiteFull Time
2+ YOEBachelor’s in accounting/finance/economics/statistics or CPA,2+ years tax/public accounting experience,experience with tax compliance and research,supervisory ability preferred,proficient with Microsoft Office and tax software.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
4d
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Client Advisor with Athletic Background
San Antonio, Texas, United States
$70k-$95k/yr OnsiteFull Time
Bachelor's degree in finance, business, or a related field preferred. Strong communication, interpersonal, analytical, and client relationship-building skills required; insurance licensing required with training provided.
1mo
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Client Group Onboarding & Transitions Senior Analyst
San Antonio, Texas, United States
OnsiteFull Time
3+ YOEBachelor’s degree preferred, minimum 3 years finance/operations experience, project management and client onboarding skills, familiarity with fixed income/equity/alternatives, strong communication and analytical abilities.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, Microsoft Access, Salesforce.com, SQL, VBA
1w
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Financial Services Tax - Real Estate Director
New York City or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or Spartanburg or Albany or Stamford or Tampa or Atlanta or Toledo or Austin or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Irvine or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Nashville or New Orleans or United States or Oklahoma City or Orlando or Philadelphia or Phoenix or Pittsburgh or Portland
$150k-$438k/yr HybridFull Time
8+ YOERequires a bachelor's degree, 8+ years of experience, and CPA, bar membership, or another tax, technology, or finance credential. Leadership and client relationship skills required.
technology
1w
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Tax Advisor
San Marcos, Texas, United States
OnsiteFull Time, Seasonal
2+ YOERequires 2+ years in tax preparation, accounting, finance, or bookkeeping; high school diploma/GED; tax assessment completion; IRS and state compliance; and strong client communication skills.
Microsoft Copilot, ChatGPT, GoSystem, UltraTax
3w
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Forensics Manager
San Antonio, Texas, United States
HybridFull Time
3+ YOEBachelor's in Accounting/Finance, CPA (ABV or CVA preferred), 3+ years delivering valuations, litigation/forensic or transaction advisory, experience with Texas family law, client and staff leadership skills.
2mo
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Sr. Treasury Implementation Specialist
Dallas or Austin or Fort Worth or Houston or Richardson or Plano or San Antonio
OnsiteFull Time
5+ YOEBachelor's degree in Finance/Business, 5+ years treasury/cash management implementation experience, hands-on TM product and digital banking implementation, strong client-facing and project management skills, knowledge of ACH/wire/RDC/positive pay/API/SFTP.
FiSERV, FIS, Q2, ACH, BAI, API, SFTP, CRM
1mo
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Relationship Manager II - Business Banking
San Antonio or San Antonio or San Antonio or Nacogdoches
OnsiteFull Time
5+ YOEManage and grow business banking client relationships, originate and analyze credit, identify sales opportunities; typically requires a bachelor's degree and 5+ years industry experience.
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