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
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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Branch Office Administrator - San Antonio, TX
San Antonio, Texas, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle correspondence, use MoneyGuide, Salesforce and Microsoft Office, and deliver exceptional client service.
MoneyGuide, Salesforce, Microsoft Office
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
2w
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Client Service Representative I
San Antonio, Texas, United States
OnsiteFull Time
0+ YOEHigh school diploma/GED, 0+ years relevant experience, US citizenship and active Public Trust clearance, strong communication, problem-solving, analytical skills, familiarity with CRM and Microsoft Office (Excel, PowerPoint, Outlook).
CRM, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Branch Office Administrator - Seguin, TX
Seguin, Texas, United States
OnsiteFull Time
Client service and administrative experience with strong attention to detail, analytical thinking, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office). Willingness to learn financial account processes.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator - San Antonio, TX
San Antonio, Texas, United States
OnsiteFull Time
Provide exceptional client service, account support, administrative and operational tasks; strong computer literacy and interpersonal skills; willingness to learn MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Garden Ridge, TX
Garden Ridge, Texas, United States
OnsiteFull Time
Provide client service, account management, and administrative support for financial advisors; strong attention to detail, analytical thinking, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
2w
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Registered Client Service Associate (San Antonio, TX)
San Antonio, Texas, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors: client servicing, account onboarding, asset transfers, reporting, CRM use; Series 7 and SIE required, state securities registrations as needed.
Client Relationship Management (CRM), Microsoft Excel
4d
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Non-Reg On-Caller - Jourdanton, TX
Jourdanton, Texas, United States
OnsitePart Time
Provide client service, account management, administrative support; analytical thinking, attention to detail, conversational skills, digital tool use (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
2d
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INTERNAL ONLY 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 and client-relations skills, positive attitude and passion for serving children with autism.
2mo
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Veterinary Receptionist
San Antonio, Texas, United States
OnsitePart Time
Part-time veterinary receptionist with strong customer service skills; able to communicate clearly and support clients and staff in a fast-paced, emotionally charged environment.
5d
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Office & Event Operations Coordinator
San Antonio, Texas, United States
OnsiteFull Time
Serving as client point of contact by phone and email, performing data entry and record updates, preparing and proofreading documents, operating office and point-of-sale systems, and maintaining professional guest service.
2d
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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.
1w
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Commercial Lines Assistant Account Manager
San Antonio, Texas, United States
OnsiteFull Time
2+ YOE2+ years data entry or administrative experience, strong attention to detail and client-service skills, ability to manage multiple tasks, independent problem solving; may require state property & casualty license obtained within 6 months.
AMS360, EPIC
1mo
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Bilingual Legal Assistant - San Antonio
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEFluent English and Spanish, 2+ years recent work history, Excel familiarity, strong client communication and administrative skills, customer-service experience preferred.
Microsoft Excel
1mo
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Veterinary Technician (LVT)
Schertz, Texas, United States
OnsiteFull Time
Licensed Veterinary Technician required; experience with anesthesia/surgical support, diagnostic testing, nursing care, medication administration, client education, and medical recordkeeping.
2w
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RN / LVN Pediatric Home Health Nurse- Eastern San Antonio
La Vernia, Texas, United States
$24-$36/hr FieldFull Time, Part Time
Active RN or LPN/LVN license, ability to provide one-to-one medical care in client homes, clinical assessment and medication administration experience, strong communication and advocacy for pediatric patients.
2d
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LVN / RN Pediatric Home Health Nurse
New Braunfels, Texas, United States
$24-$36/hr FieldFull Time, Part Time
0+ YOEActive RN or LPN/LVN license, ability to provide one-to-one nursing care in client homes, clinical assessments, medication administration, and care coordination; new grads welcome with training.
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