UNKNOWN

FEED

Skills and experience that will lead to success: Property & Casualty Broker's License required At least 8 years of experience in personal lines insurance and risk management Experience managing and motivating people and teams Appropriate insurance designations such as: CPCU, CIC, CPRM, CPRIA, CAPI or ARM completed or in process is preferred Technical proficiency in PC office products such as Word, Excel, Power Point and Outlook Proficiency in utilizing carrier management platforms and evidence of ability to become proficient in the use of Aon specific software tools Education: Bachelor's degree or equivalent years of industry experience. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Private Risk Management business group.

YEAR

Aon Plc

Private Client Associate Regional Director-Texas

linkup_via_bold

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - Austin & Houston, TX

Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

Client Experience Associate

FULL_TIME

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - FAB

Client Support Associate

sourcestack_via_bold

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Raymond James Financial Inc

Registered Client Service Associate (Austin, TX)

ADAPTED_NOW

Responsible for processing orders, complete billing, and soliciting new & repeat business while providing excellent customer service to all clients, both internal & external. Including outbound sales calls, prospect customers through warm call sales and referrals, lead follow-up and sales qualification to ascertain affiliate requirements.

FREEMAN

Associate Client Relationship Manager

Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).

Green Hasson & Janks LLP

Client Accounting and Advisory Services (CAAS) Senior Associate

We are seeking a critical thinker and proactive Client Services Associate who can wear many hats, coordinator the staffing operations of the office, collaborate with clinical supervisor and account management in the performance management of nursing staff. Care Options for Kids connects leading pediatric specialists with families to providebest-in-class pediatric nursing, therapy and school-based services.

Care Options for Kids

Client Services Associate

ea_via_bold

Our Analysts provide relationship management and support to the Sales & Client Service teams in business development and retention activities for clients. Our Broker-Dealer Advisor channel is responsible for working with wirehouse and full service broker dealer financial advisors across the country.

Dimensional Fund Advisors

Analyst / Associate, Global Client Group (Broker Dealer)

Our employee-founded resource groups create communities within Arrive’s walls, including Women in Logistics, Emerging Professionals, Prisms, Black Logistics Group, Salute and Unidos. Deliver effective and timely communication with Carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates.

Arrive Logistics

Client Success Associate

In this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .

Homebasedcareersintravel

Client Service Associate – Travel (Remote)

Position Summary: The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. During the in-person training, you will learn the basics of working with clients, train on the Cerity Partners Way, and prepare you to test for the Series 65.

Cerity Partners LLC

Client Service Associate | New College Graduate 2027

148671BRTexasUSAInfosys Public Services, Inc Associate Engagement ManagerIPS USA Austin, TX, Richardson, TXCommunications, Hi -Tech, Sales & Fulfillment ( Order Management)Domain|Sales|After Sales & Service, Domain|Sales|Sales Planning, Process|Project Management|Request For Proposal (RFP)State of Texas Public Sector Sales Leader. The ideal candidate brings executive presence, strong relationships, disciplined pipeline leadership, and a track record of closing complex consulting, systems integration, and managed services opportunities.

<div>
<h1>Infosys is a global leader in next-generation digital services and consulting. We enable clients in 45 countries to navigate their digital transformation.</h1>
<section>
<article>
<div>
<div>
<p>With over three decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.</p>
</div>
</div>
</article>
</section>
</div>

Infosys Ltd

Associate Manager - Client Services

We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. At UBS, we know that it''s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success.

UBS Group AG

Part Time Client Associate

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

Morgan Stanley

Client Service Associate

Assists in providing special requests for customers such as daily individualized service, accounting of credit/debit balances, providing stock quotes, price histories, news and various information available. Position Scope : Works with Portfolio Managers and operations staff to ensure the timely and accurate servicing of clients’ accounts.

Oxbow Advisors

We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.

During the in-person training, you will learn the basics of working with clients, train on the Cerity Partners Way, and prepare you to test for the Series 65. The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests.

Cerity Partners

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Client Associate Jobs in Austin, TX

Private Client Associate Regional Director-Texas Aon Plc

J.P. Morgan Wealth Management - Private Client Investment Associate - Austin & Houston, TX JPMorgan Chase & Co

Client Experience Associate The PNC Financial Services Group Inc

Client Support Associate Jackson Hewitt - FAB

Client Support Associate FAB

Registered Client Service Associate (Austin, TX) Raymond James Financial Inc

Associate Client Relationship Manager FREEMAN

Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLP

Client Services Associate Care Options for Kids

Analyst / Associate, Global Client Group (Broker Dealer) Dimensional Fund Advisors

Client Success Associate Arrive Logistics

Client Service Associate – Travel (Remote) Homebasedcareersintravel

Client Service Associate | New College Graduate 2027 Cerity Partners LLC

Associate Manager - Client Services Infosys Ltd

Part Time Client Associate UBS Group AG

Client Service Associate Morgan Stanley

Client Service Associate Oxbow Advisors

Client Services Associate RH

Client Service Associate | New College Graduate 2027 Cerity Partners

Associate, Client Advisory Pathstone

Similar Job Searches

See More Jobs

Stand out to leading employers.