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Client associate • san antonio tx

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Client Service Associate (CSA)

Client Service Associate (CSA)

Pax Financial GroupSan Antonio, TX, United States
[job_card.full_time]
Job Title : Client Service Associate (CSA).Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are...[show_more][last_updated.last_updated_30]
Senior Registered Client Associate

Senior Registered Client Associate

WELLS FARGO BANKSAN ANTONIO, Texas, United States of America
[job_card.full_time]
Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfarg...[show_more][last_updated.last_updated_30]
Work From Home - Client Services Associate

Work From Home - Client Services Associate

AO Garcia AgencySan Antonio, Texas, United States, 78201
[filters.remote]
[job_card.full_time]
Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals.In 2020, we tr...[show_more][last_updated.last_updated_30]
Senior Client Service Associate - Mission Financial Planners

Senior Client Service Associate - Mission Financial Planners

Kestra Financial Independent AdvisorSan Antonio, TX, US
[job_card.full_time]
[filters_job_card.quick_apply]
Mission Financial Planners, LLC is seeking a.Senior Client Service Associate.This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, a...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Services Associate

Client Services Associate

TradeJobsWorkforce78284 San Antonio, TX, US
[job_card.full_time]
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][last_updated.last_updated_30]
  • [promoted]
Client Success Associate

Client Success Associate

Aston CarterSan Antonio, TX, US
[job_card.full_time]
Join our team to support the customer success department by managing client accounts.You will resolve complex customer issues using various tools and systems while developing data analytical report...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Support Associate

Client Support Associate

Jackson Hewitt - EWBSan Antonio, TX, US
[job_card.full_time] +1
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas...[show_more][last_updated.last_updated_30]
  • [promoted]
Senior Client Associate

Senior Client Associate

San Antonio StaffingSan Antonio, TX, US
[job_card.full_time]
Senior Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Assist Financial Adv...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Manager

Client Manager

XeroxSan Antonio, TX, US
[job_card.full_time]
Inside Sales (Telesales) Client Manager.Join the Sales team as a Client Manager, taking ownership of a portfolio of U.You'll build relationships with clients who lease or purchase Xerox equipment, ...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Success Associate (Entry level, Remote)

Client Success Associate (Entry level, Remote)

InfuseSan Antonio, TX, US
[filters.remote]
[job_card.full_time]
Client Success Associate (Entry Level, Remote).We will review your application against our job requirements.We do not employ machine learning technologies during this phase as we believe every huma...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

Morgan StanleySan Antonio, Texas, USA
[job_card.full_time]
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions wi...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Manager

Client Manager

Xerox CorporationSan Antonio, TX, United States
[job_card.full_time]
[show_more][last_updated.last_updated_variable_days]
Client Rep

Client Rep

Sunlight Consulting and EventsSan Antonio, TX, United States
[job_card.full_time]
Kickstart Your Career as a Client Rep!.Calling all recent grads & ambitious go-getters!.Want a job where you can meet new people, make a difference, and have fun doing it?.Join our team as a Client...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Support Associate

Client Support Associate

Jackson HewittSan Antonio, TX, US
[job_card.full_time] +1
Seasonal Client Support Associate.We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relat...[show_more][last_updated.last_updated_30]
Senior Client Service Associate - Mission Financial Planners

Senior Client Service Associate - Mission Financial Planners

Kestra FinancialSan Antonio, TX, United States
[job_card.full_time]
Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optim...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

GrahamSan Antonio, TX
[job_card.full_time] +1
[filters_job_card.quick_apply]
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][last_updated.last_updated_30]
  • [new]
Client Service Associate

Client Service Associate

Deacon RecruitingSan Antonio, TX, United States
[job_card.full_time]
You'll join a highly respected advisory team committed to excellence, collaboration, and integrity.Be part of a culture where follow-through, service mindset, and thoughtful communication are genui...[show_more][last_updated.last_updated_variable_hours]
  • [new]
Senior Client Associate

Senior Client Associate

Texas StaffingSan Antonio, TX, United States
[job_card.full_time]
Senior Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Assist Financial Adv...[show_more][last_updated.last_updated_variable_hours]
  • [promoted]
Client Manager

Client Manager

Buyers Edge PlatformSan Antonio, TX, US
[job_card.full_time]
The Client Manager role will be responsible for managing new client accounts and working closely with these clients to add additional cost savings programs. This position will be a key piece in a te...[show_more][last_updated.last_updated_30]
Client Service Associate (CSA)

Client Service Associate (CSA)

Pax Financial GroupSan Antonio, TX, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Title : Client Service Associate (CSA)

Job Description

Summary / Objective :

Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in working directly under the COO alongside Financial Advisors.

Essential Job Functions :

  • The CSA is a critical role working directly under the Client Service Director alongside Financial Advisors.
  • CSAs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance.
  • CSA is responsible for helping the Financial Advisors manage existing relationships.
  • CSAs are responsible for reaching out to schedule financial checkups and addressing all client transactional needs.

Daily Responsibilities :

  • Responding to clients' emails, letters, and phone calls
  • Handling client transactional requests
  • Solving client-related problems
  • Providing trade instructions to trade teams
  • Scheduling existing client meetings

    • Before Meetings - Case Prep :

  • Scheduling Client Meetings
  • Facilitating Case Prep Meetings
  • Disseminating Necessary Actions
  • Final Oversight of Deliverables

    • After Client Meetings :

  • Ensuring the Completion of Action Items
  • Processing Data to Provide Deliverables from Meetings
  • Facilitating Paperwork to / from Clients to Custodians
  • Following Up with Clients
  • Collecting Necessary Documents from Clients
  • Updating Salesforce Data Entries
  • Ensuring the Delivery of Promises of Financial Advisors (FAs)

    • Competencies :

  • Excellent written and verbal communication skills
  • Detail-oriented
  • Critical thinking skills
  • Problem-solving skills
  • High-level confidentiality
  • High-level customer service skills
  • Team player
  • Responsible and trustworthy
  • Integrity
  • Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, with the ability to deal with confidential information daily.
  • A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor.
  • Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.

    • Technical Skills :

  • Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).
  • Experience in Salesforce is highly desired.
  • Excellent customer service and good oral and written communication skills.
  • Professional and articulate with strong attention to detail.
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion.
  • Excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems.

    • Work Environment : Professional

    Required Education and Experience :

  • Must have a high school diploma
  • Must have a minimum of 3-5 years of working in the financial industry and maintaining professional interactions in an Administrative / Client Service role

    • Preferred Education and Experience :

  • Bachelor's Degree

    • Certificates, Licenses, Registrations :

  • Series 65 (Preferred)

    • PAX Financial Group Offers :

  • Sponsorship of industry licensing and credentialing
  • Administrative, marketing, trade execution, and financial planning support for advisors
  • Personal office space with shared conference and meeting rooms
  • State-of-the-art tools in CRM, planning software, and behavioral finance
  • Company-sponsored employee events
  • Volunteer Time Off
  • Paid Time Off
  • Comprehensive health benefits package
  • Defined Contribution retirement package
  • A warm, welcoming culture built on teamwork, trust, and encouragement of one another

    • About PAX Financial Group :

  • Founded in 2007 by three Texas industry veterans
  • Widely recognized by independent companies for rapid growth and employee satisfaction
  • PAX advisors are independent advisors and do not offer clients proprietary products
  • Salary is negotiable