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Recognized 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.

YEAR

Financial Engines

Client Service Associate

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Accuracy 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.

PNC Bank

Client Experience Associate

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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. 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).

Raymond James Financial Inc

Registered Client Service Associate (Houston, TX)

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The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.

The PNC Financial Services Group Inc

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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 - ERY

Client Support Associate

Doeren Mayhew Assurance, PC is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. The 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.

Doeren Mayhew & Co., P.C

Senior Audit Associate (Client Service)

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.

Doeren Mayhew CPAs and Advisors

clearcompany

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. 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.

Bank of America Corp

Private Wealth Client Associate

Ability to analyze issues, think critically, find solutions, and use escalated tactics concerning late payments or disputes. As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive.

Alliant Group

Client Account Associate

You will participate in client engagement discussions and learn about a wide variety of industries, our various service lines, and business methodologies with the goal of managing current clients and re-engaging with inactive clients. You will also develop a strong understanding about our firm's mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners.

Client Retention Associate

This 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.

JPMorgan Chase & Co

Latin America Private Bank- Client Service Associate (Spanish Speaking)

Latin America Private Bank- Client Service Associate (Portuguese Speaking)

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JPMorgan Chase Bank, N.A.

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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. 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.

Bank of America

Wealth Management Client Associate

Edelman Financial Engines LLC

Leverage available technology platforms for reporting needs, project planning, and providing EMR assistance to clients (schedule template builds, building and generating reports as applicable, ad hoc EMR updates and changes, updating and maintaining project planning software, ensuring CRM accuracy and reporting, and sprint planning). The Privia Platform is led by top industry talent and exceptional physician leadership, and consists of scalable operations and end-to-end, cloud-based technology that reduces unnecessary healthcare costs, achieves better outcomes, and improves the health of patients and the well-being of providers.

Client Associate Jobs in Sugar Land, TX

Client Service Associate Financial Engines

Client Experience Associate PNC Bank

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

Client Service Associate The PNC Financial Services Group Inc

Client Support Associate Jackson Hewitt - ERY

Client Support Associate FAB

Senior Audit Associate (Client Service) Doeren Mayhew & Co., P.C

Client Experience Associate The PNC Financial Services Group Inc

Senior Audit Associate (Client Service) Doeren Mayhew CPAs and Advisors

Private Wealth Client Associate Bank of America Corp

Client Account Associate Alliant Group

Client Retention Associate Alliant Group

Latin America Private Bank- Client Service Associate (Spanish Speaking) JPMorgan Chase & Co

Latin America Private Bank- Client Service Associate (Portuguese Speaking) JPMorgan Chase & Co

Latin America Private Bank- Client Service Associate (Spanish Speaking) JPMorgan Chase Bank, N.A.

Latin America Private Bank- Client Service Associate (Portuguese Speaking) JPMorgan Chase Bank, N.A.

Wealth Management Client Associate Bank of America

Client Service Associate Edelman Financial Engines LLC

Client Success Associate Privia Health Group, Inc

Client Support Associate ERY

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