Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateGeorgetown, TXp>The Registered Client Service associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateAustin, TXMSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. DUTIES AND RESPONSIBILITIES: • Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.
Client Service Associate Stifel Financial CorpClient Service AssociateAustin, TXp>The Client Services Associate 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 FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Associate StifelClient Service AssociateAustin, TexasWhat You'll Be Doing: The Client Services Associate 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 FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Commercial Lines Client Service Associate (Small Business) GallagherCommercial Lines Client Service Associate (Small Business)Austin, Texasul style="margin: 0px; padding: 0px; font-family: verdana;">Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. . Contribute to the renewal process by delivering timely and high-quality solutions to clients. .
Client Service Associate Morgan StanleyClient Service AssociateAustin, TexasOur 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.
Client Service Associate Fiserv IncClient Service AssociateTX$120,000–$198,000 / yearFor incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.
Client Service Assoc-Mgd Prgm Ameriprise Financial IncClient Service Assoc-Mgd PrgmGeorgetown, TXPerform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts. Key Responsibilities: Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesAustin, TX$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
New3485 - Patent Litigation Associate 6 Feb 2026 McGuire Woods LLP3485 - Patent Litigation Associate 6 Feb 2026Austin, TX$365,000–$415,000 / yearSalary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.
Admin Manager, Centralized LPL Financial Holdings IncAdmin Manager, CentralizedTX$75,190–$125,248 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Global Wealth Management UBS Group AGGlobal Wealth ManagementTXClients are served by a team of over 400 dedicated professionals, including Financial Advisors and Team Associates, who work directly with clients-primarily over the phone-to understand their individual needs and help them make informed decisions in support of their long‑term financial goals. The UBS Wealth Advice Center is a UBS branch with locations in Weehawken, New Jersey; Charlotte, North Carolina; and Dallas, Texas, focused on delivering consistent, high‑quality advice and guidance to Emerging Affluent clients through a scalable, relationship‑based service model.
Shift Lead Banfield Pet HospitalShift LeadAustin, TX$17.57–$22.45 / hourli>Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about Optimum Wellness Plans, preventive care, pet health needs, hospital services, marketing campaigns, and other related information; effectively resolve client issues. If you want to become an integral part of an effective team that allows you to put your love of pets to work and are looking for a career with a growing company that cares about the families and pets we serve, please visit Banfield.com/Careers and apply today for an opportunity in your area.
CF Speech Language Pathologist The Stepping Stones Group LLCCF Speech Language PathologistTXNew Jersey Asbury Park Atlantic City Barnegat Basking Ridge Bayonne BELLMAWR Bergenfield Berkeley Heights Blackwood Brick Bridgeton Bridgewater Butler Camden Cape May Court House Central Region Cherry HILL Chester Clementon Clifton Cranford Cresskill Deptford Dumont Dunellen East Brunswick East Orange Edgewater Park Edison Egg Harbor Township Elizabeth Englishtown Ewing Fair Lawn Flemington Franklin Lakes Freehold Garfield Gibbstown Hackensack Haddon Field Hainesport Hamilton Hammonton Hasbrouck Heights Haworth Hillsborough Holmdel Jamesburg Jersey City Lakewood Leonardo Lindenwold Little Egg Harbor Livingston Lodi Manalapan Manville Marlton Matawan Millington Millville Monmouth Monmouth Junction Monroe Township Montague Montclair Montville Morganville Mount Holly New Brunswick New Providence North Bergen Northfield Nutley Ocean Gate Oradell Parlin Parsippany Passaic Penns Grove Pennsauken Pequannock Perth Amboy Piscataway Pleasantville Point Pleasant Beach Pompton Plains Red Bank Ridgewood Rosenhayn Scotch Plains Skillman South Bound Brook South Orange Tenafly Tenefly Tinton Falls Toms River Tuckerton Union Vernon Verona Waldwick Wanamassa Watchung Wayne West Long Branch West New York Westampton Williamstown Willingboro Woodstown Wrightstown. Minnesota Aitkin Albert Lea Anoka Bemidji Bloomington Brooklyn Center Brooklyn Park Buffalo Burnsville Cedar Champlin Chaska Circle Pines Cloquet Cold Spring Columbia Heights Coon Rapids Cottage Grove Crosby East Grand Forks Eden Prairie Eden Valley Edina Elk River Faribault Forest Lake Hopkins Houston Hutchinson Inver Grove Heights Lakeville Mahtomedi Mankato Maple Grove Marine On Saint Croix Marshall Minneapolis Minnetrista Naytahwausch New Prague North Branch North St. Paul Oak Grove Onamia Osseo Princeton Prior Lake Red Wing Richfield Rollingstone Rosemount Roseville Rush City Saint Paul Sartell Sauk Centre Shakopee Shoreview South St. Paul Spring Lake Park St. Cloud St. Francis St. Louis Park St. Paul Stillwater Tofte Tower Wayzata West St. Paul White Bear Lake Willmar.