NewPrivate Client Relationship Manager First Horizon BankPrivate Client Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.
Associate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamHouston, TXResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
NewFHNF FINANCIAL SALES ASSOCIATE - DEPOSITORY INSTITUTIONS First Horizon BankFHNF FINANCIAL SALES ASSOCIATE - DEPOSITORY INSTITUTIONSHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Associate Medical Director | Houston, TX | Making over $350,000 OptigyAssociate Medical Director | Houston, TX | Making over $350,000Houston, TXTo support continued growth, our client is seeking high-caliber primary care physicians and clinical leaders who are motivated by purpose, professional development, and the opportunity to make a meaningful impact in the lives of patients and communities. Our client is a physician-led, mission-driven primary care organization dedicated to transforming healthcare for seniors through high-quality, value-based care.
Shipping/Receiving/Inspection Associate Employment Professionals – North HoustonShipping/Receiving/Inspection AssociateConroe, TX$18–$20 / hourWhether you are ready for a full-time position, looking for part-time work, or want a more flexible schedule, Express has a wide range of jobs available including: Administrative. As one of the leading staffing companies in North America, State, and Location Name, we’re ready to help you take the next step in your career.
Architectural Project Associate JobotArchitectural Project AssociateHouston, TX$55,000–$65,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.
Associate Attorney JobotAssociate AttorneyHouston, TX$120,000–$160,000 / yearOur team is known for thorough preparation, strategic case handling, and strong courtroom capability, with experience ranging from serious injury / wrongful death cases to construction defect, product liability, toxic tort, commercial disputes, subrogation, and insurance-related litigation. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Family Law Associate JobotFamily Law AssociateHouston, TX$100,000–$145,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Over the years, we’ve built a strong reputation for delivering strategic, results-driven representation across complex family law matters—from high net worth divorce and custody disputes to probate, employment-related issues, and litigation.
NewAssociate Attorney - Insurance Defense JobotAssociate Attorney - Insurance DefensePiney Point, TX$110,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. When you have a legal problem and want advice, you want to know you have a team that can take you to a final resolution whether that is negotiating pre-trial settlement, trying your case or defending your judgment on appeal.
Litigation Associate Attorney (1+ Yrs Exp) JobotLitigation Associate Attorney (1+ Yrs Exp)Houston, TXRemote$115,000–$165,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team values collaboration, autonomy, and high-quality advocacy, and we offer a supportive environment where attorneys can thrive—whether working remotely or alongside colleagues in one of our regional offices.
Associate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesHouston, TX$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Registered Wealth Management Client Associate - Houston Market Bank of America CorpRegistered Wealth Management Client Associate - Houston MarketHouston, TXHas experience working with clients quickly fulfilling their needs delivering complex solutions and providing an excellent client experienceIs comfortable operating in a fast-paced environment with changing and evolving responsibilitiesIs detail orientedDemonstrates a commitment to continuous learning and professional growthExhibits sound judgment and discretion when handling sensitive informationStrong computer application skills including proficiency with Microsoft Word Excel PowerPoint and SalesforceDemonstrates professional verbal and written communication skills. Identifies deepens and maintains client relationships through emphasizing the banks offerings and promoting incorporation of banking into day-to-day practices while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases while leading with a client first mindset.
NewClient Associate Wells Fargo & CoClient AssociateHOUSTON, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
NewRegistered Private Wealth Client Associate Bank of AmericaRegistered Private Wealth Client AssociateHouston, TexasOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
J.P. Morgan Advisors - Senior Client Associate - Houston, TX JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Houston, TXHouston, TXProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Client Service Associate PNC BankClient Service AssociateHouston, TexasProvides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. 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.
Registered Client Service Associate (The Woodlands, TX) Oppenheimer & Co. Inc.Registered Client Service Associate (The Woodlands, TX)The Woodlands, TXWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
NewRegistered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateHouston, TXUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateHouston, TXOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Registered Client Service Associate StifelRegistered Client Service AssociateHouston, TexasFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Client Experience Associate PNC BankClient Experience AssociateThe Woodlands, TexasAccuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . 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.
Client Experience Associate - Terramont Village PNC BankClient Experience Associate - Terramont VillageThe Woodlands, TexasAccuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . 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.
Client Experience Associate - Spring Green PNC BankClient Experience Associate - Spring GreenKaty, TexasAccuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . 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.
Registered Client Service Associate (Houston, TX) Raymond James Financial IncRegistered Client Service Associate (Houston, TX)Houston, TXThe 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. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
J.P. Morgan Advisors - Senior Client Associate - Houston, TX JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Houston, TXHouston, TXFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
J.P. Morgan Wealth Management - Private Client Investment Associate -Conroe, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate -Conroe, TXConroe, TXFull timeAid 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.
J.P. Morgan Wealth Management - Private Client Investment Associate -Sugarland, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate -Sugarland, TXSugar Land, TXFull timeAid 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.
Corporate Client Associate Dream OpportunityCorporate Client AssociateHouston, TX$65,000–$85,000 / yearThis is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager and in close proximity to the CEO to manage and grow the partnerships that fund real access for our students. Event Coordination: Support the end-to-end planning and execution of in-person events inside corporate offices and at trade shows across multiple cities.
Brokerage Registered Client Service Associate - Houston, Texas Truist Financial CorpBrokerage Registered Client Service Associate - Houston, TexasHouston, TXGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateHouston, TXHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Private Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateHouston, TXOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Wealth Management Client Associate - Houston Market Bank of America CorpWealth Management Client Associate - Houston MarketHouston, TXOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Registered Client Service Associate (The Woodlands, TX) Oppenheimer Holdings IncRegistered Client Service Associate (The Woodlands, TX)The Woodlands, TXWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateSugar Land, TX$54,000–$65,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Associate BOK Financial CorpClient Service AssociateHouston, TXThe Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & CoLatin America Private Bank - Senior Client Service AssociateHouston, TXThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewSenior Audit Associate (Client Service) Doeren Mayhew CPAs and AdvisorsSenior Audit Associate (Client Service)Houston, TXThe role serves as a trusted advisor to clients, exercises professional judgment on accounting and assurance matters, supports engagement quality and profitability objectives, and contributes to employee development through coaching, mentoring, and leadership. Plan and manage smaller engagements or sections of the audit; ensuring that projects are at or below budget (i.e. communicating with associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP.
Latin America Private Bank- Client Service Associate (Spanish Speaking) JPMorgan Chase Bank, N.A.Latin America Private Bank- Client Service Associate (Spanish Speaking)Houston, TXFull timeThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
U.S. Private Bank - Client Service Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Client Service AssociateHouston, TXFull timeYour role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Associate Raymond James Financial IncClient Service AssociateThe Woodlands, TXAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
NewWealth Advisor Associate: Client Service & Planning Kestra FinancialWealth Advisor Associate: Client Service & PlanningCypress, TXKestra Financial in Cypress, Texas, is seeking an Associate/Service Wealth Advisor to support client relationship management and financial planning. Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in the financial services industry.
NewTexas Family Law Associate Courtroom & Client Advocate Hunt Law Firm PllcTexas Family Law Associate Courtroom & Client AdvocateKaty, TXHunt Law Firm, PLLC in Katy, Texas is looking for a full-time associate attorney to manage family law matters across the Greater Houston area. Successful candidates will demonstrate strong advocacy skills and the ability to work effectively in a team environment.
Senior Client Service Associate Westwood Holdings Group, Inc.Senior Client Service AssociateHouston, TXExperience with High Net-Worth and/or Ultra High Net-Worth families and experience with trust administration strongly preferred.10+ years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase Bank, N.A.Latin America Private Bank - Senior Client Service AssociateHouston, TXFull timeThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Latin America Private Bank- Senior Client Service Associate (Portuguese speaking) JPMorgan Chase Bank, N.A.Latin America Private Bank- Senior Client Service Associate (Portuguese speaking)Houston, TXFull timeThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLPSenior Associate- Client Accounting Services, Real EstateHouston, TXBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPSenior Associate, Client Accounting Services - Family OfficeHouston, TXBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers.
NewSenior Tax Associate: Lead Returns & Client Advisory RSM US LLPSenior Tax Associate: Lead Returns & Client AdvisoryHouston, TXRSM US LLP in Houston, Texas is seeking a Tax Consultant to prepare complex tax returns and handle client interactions. The ideal candidate will have a BA/BS degree in Accounting, be eligible for the CPA exam, and possess a minimum of 2 years of experience in public accounting.
Client Service Associate The PNC Financial Services Group IncClient Service AssociateHouston, TXProvides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. 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.
Wealth Management Client Service Associate Claire Myers ConsultingWealth Management Client Service AssociateKaty, TexasOur client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. As a small, collaborative team, this individual will wear multiple hats, ensuring client needs are met with accuracy, responsiveness, and professionalism.