1mo
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Client Associate
Houston, Texas, United States
OnsiteFull Time
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
1w
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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
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
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.
3w
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Client Service Associate
Houston, Texas, United States
$54k-$65k/yr OnsiteFull Time
2+ YOEFinancial services experience (RIA or Broker/Dealer preferred), 2 years relevant experience preferred, Bachelor's degree or equivalent experience preferred, strong client service, critical thinking, attention to detail, and confidentiality.
3w
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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
2w
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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
3w
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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
4w
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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
4w
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Registered Client Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOESeries 7 and 66 licenses, 2+ years client service experience in finance preferred, bachelor’s in Finance or Economics, bilingual Spanish, strong communication, analytical and detail-oriented skills.
3mo
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Senior Client Service Associate
Houston, Texas, United States
OnsiteFull Time
7+ YOE7+ years in client service; experience with UHNW families; US work authorization; bachelor's degree.
3mo
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Senior Client Operations Associate
Houston, Texas, United States
$75k-$105k/yr OnsiteFull Time
3+ YOEThree+ years in financial services;Bachelor's degree;strong client service and operations experience;excellent organization and communication.
MS Office, CRM, Internal portal
2w
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Associate, Client Service (TX, Houston)
Houston, Texas, United States
OnsiteFull Time
2+ YOE2–5 years client service experience (wealth management preferred). Series 7 and/or 65 or willingness to obtain. Advanced Microsoft Excel/PowerPoint/Word, strong communication, organization, and attention to detail.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
3w
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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
3mo
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Registered Client Service Associate
Houston, Texas, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent; 3-5 years client service experience; Series 7 or ability to obtain within 150 days; state securities registrations or ability to obtain; strong math and analytical skills.
2mo
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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
4w
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Client Coordinator
Houston, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma required, 2+ years customer service experience, Associate degree preferred. Proficiency with Microsoft Office, HubSpot, and scheduling/POS systems; excellent communication and client-service skills.
Microsoft Office, HubSpot, Zenoti
2mo
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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
1w
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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
1w
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Registered Client Service Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Excel/Word/PowerPoint/Outlook, strong customer service and communication skills.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
3w
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Client Service Coordinator
United States or Memphis or Austin or Parsippany-Troy Hills or Marietta or Houston or McKinney
$55k-$60k/yr OnsiteFull Time
High school diploma required (associate or bachelor preferred); prior client services or customer support experience preferred; proficiency with Microsoft Word/Excel/PowerPoint and CRM; strong organizational, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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