131 client services associate jobs at 66 companies in Cinco Ranch, TX
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Sr. Associate, AfroTech Client Services
Houston, Texas, United States
RemoteContract
3+ YOE3+ years client services or events experience; BS/BA preferred; experience with sponsor/account coordination, Asana and exhibitor systems; strong communication and independent execution skills.
Microsoft Office, Google Suite, Asana, Map Your Show
3w
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Client Associate
Houston, Texas, United States
OnsiteFull Time
High school diploma, client service experience, strong communication and attention to detail, proficient with Microsoft Office.
Microsoft Office
1mo
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of client materials, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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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
6d
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
1mo
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Client Service Associate
The Woodlands, Texas, United States
OnsiteFull Time
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
1mo
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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
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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
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63/66 preferred or must obtain within 6–12 months, proficient in Microsoft Office, knowledge of brokerage operations and client service.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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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
2w
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Associate, Client Services
Houston, Texas, United States
HybridFull Time
Bachelor’s degree in finance, accounting, or business; U.S. work authorization; financial theory and accounting knowledge; analytical, communication, Word, and Excel skills.
Microsoft Word, Microsoft Excel
1mo
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Registered Client Service Associate
Kingwood, Texas, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent,3-5 years relevant experience,Series 7 and state registration (S63/S66) or ability to obtain within 150 days,client service experience,and strong computer and analytical skills.
3mo
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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
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Client Experience Associate
Pearland, Texas, United States
OnsiteFull Time
0+ YOEProvide branch customer service, process transactions, identify sales opportunities, leverage digital tools; typically less than 1 year related experience; no degree required.
3mo
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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
1mo
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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
1mo
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Registered Client Service Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ years investment industry experience, knowledge of administrative procedures, securities regulations, strong communication, and customer service; Series 7 and 63 or 66 required; proficient with Microsoft Office and Excel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
4d
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Client Service Coordinator - 001226
Houston, Texas, United States
$15-$20/hr OnsiteFull Time
Coordinates client and pet flow through the veterinary hospital, supports the medical team, communicates with clients and associates, and promotes return visits and referrals.
3w
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Employment & Human Services Associate - NCP
Houston, Texas, United States
OnsiteFull Time
Provide career coaching, case management, develop individual employment plans, connect clients to training and community resources, and coordinate supportive services; bachelor\u0002s degree or equivalent experience considered.
2w
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Client Experience Associate SAFE ACT - AVP - HOUSTON
Houston, Texas, United States
$87k-$131k/yr HybridFull Time
5+ YOE5-8 years relevant experience in wealth management/financial services; FINRA SIE and Series 7 required, Series 66 (or Series 63 & 65) within 150 days; strong analytical, communication, and relationship-management skills; bachelor\u0002s degree or equivalent experience preferred.
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