Client associate • houston tx
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more
A fast-growing, entrepreneurial wealth management firm is seeking a.Senior Client Operations Associate.This is an opportunity to serve as a senior team lead within the Client Operations group in a ... Show more
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position... Show more
Senior Client Service Associate.Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries.The firm speci... Show more
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer ded... Show more
The JPMorgan Private Equity Group (PEG) is looking for an associate to join its Information Management Group due to business growth.Analyze transaction activity to ensure proper action in accordanc... Show more
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!/h2pAt Andersen, we dont just offer a career; we provide a thrilling expedition into the world of Tax, Valuatio... Show more
Responsible for managing the firm's Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.Works with clients to ope... Show more
At Gallagher, we’re looking for someone who thrives in a collaborative and service-driven environment.As a Client Associate, you’ll play a key role in supporting our clients and internal teams.This... Show more
This is an in-office position - Monday - Friday.Responsible for the general servicing and support of the Financial Advisors.This includes administrative and operational support, business developmen... Show more
Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i... Show more
This position is remote, with preference to candidates located in Houston.Client Success, Account Management, or other customer-facing role.Exceptional communication and interpersonal skills.Abilit... Show more
Reporting to the Client Operations Manager, the Senior Client Operations Associate serves as a senior team lead within the Client Operations group.This individual is responsible for owning key clie... Show more
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo... Show more
As a client retention associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills.You will also develop a strong understandi... Show more
Job description: *Client Service Associate (RIA)***Houston, TX (Galleria area, On-site)*****Wealth Management Industry*****$80k to $100k doe, plus bonus**** ****Our client is a Houston-based, bout... Show more
Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... Show more
Compliance And Due Diligence Support.Under general supervision, provide due diligence and compliance support to Relationship Managers and Portfolio Managers.Review and validate compliance documenta... Show more
This is a developing professional role within Citigroup, requiring individuals who can independently solve complex problems, integrate specialized knowledge with industry standards, and apply analy... Show more
This is a developing professional role within Citigroup, requiring individuals who can independently solve complex problems, integrate specialized knowledge with industry standards, and apply analy... Show more
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
