1,043 Results for

Client Service Associate Jobs in Sugar Land, TX

Jobs

New!

Houston, TX5 days ago

$120,000–$150,000 Per Year

Established 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.

New!

Houston, TX5 days ago

$120,000–$160,000 Per Year

Our 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.

New!

Houston, TX5 days ago

$55,000–$65,000 Per Year

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. 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.

New!

Houston, Texas4 days ago

Part-time

p>Pay Transparency: .

Preferred Qualifications: .

New!

Houston, TX2 days ago

Headquartered 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.

New!

Houston, TX2 days ago

Headquartered 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.

New!

Houston, TX2 days ago

p>To 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.

Houston, Texas30+ days ago

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.

Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

Houston, TX30+ days ago

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.

Houston, Texas9 days ago

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Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Houston, TX30+ days ago

p>General 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.

Houston, TX21 days ago

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.

Houston, TX30+ days ago

p>The 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.

Houston, Texas21 days ago

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General 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.

Need Help?.

Houston, TX13 days ago

Remote

p>In addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service.

Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service.

Houston, TX30+ days ago

li>Experience 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.

Houston, TX8 days ago

p>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Houston, TX30+ days ago

Full-time

Houston, TX30+ days ago

Full-time

Your 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.

Houston, Texas18 days ago

li>

Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees.

Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary.

Houston, TX30+ days ago

Full-time

Houston, TX30+ days ago

Full-time

Houston, Texas10 days ago

If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview:

At Gallagher, we’re all about helping businesses grow, communities thrive, and people prosper. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

Houston, TX30+ days ago

p>Summary:

Responsible for managing the firm's Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.

Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up.

Sugar Land, TX30+ days ago

DUTIES AND RESPONSIBILITIES: • Client Support • Providing 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 • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) • Assisting 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.

Houston, TX30+ days ago

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

New!

Houston, Texas5 days ago

div>

*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

Houston, Texas30+ days ago

li>Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up.

Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.

Houston, Texas29 days ago

The Role:

Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS.

Houston, TX30+ days ago

p>Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts, and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Proficient use of technology.

Houston, TX17 days ago

$60,000–$81,320 Per Year

p>What you will do:

Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:
Assisting team members with the full accounting processes, i.e. 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.
Baker 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.

TX26 days ago

$62,770–$118,990 Per Year

Baker 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.

Houston, TX30+ days ago

p>Baker 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.

Houston, TX11 days ago

p>As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. 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.

Houston, TX30+ days ago

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.

Houston, TX30+ days ago

Basic Qualifications: • Bachelors degree in Accounting or equivalent field • 4+ years of recent tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience • Experience preparing tax returns for individuals, trust/estates, and or entities Preferred/Desired Qualifications: • Masters Degree in Taxation or relevant field • CPA (Certified Public Accountant), or parts passed towards completion, or IRS (Internal Revenue Service) Enrolled Agent Certification • Experience using ProSystems FX, CCH Engagement, XCM or similar tax software EisnerAmper is proud to be a merit-based employer. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.

Houston, Texas30+ days ago

Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. 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. Baker 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.

Houston, Texas26 days ago

Houston, Texas18 days ago

Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:Assisting team members with the full accounting processes, i.e. 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. Baker 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.

Houston, Texas30+ days ago

Sugar Land, TX30+ days ago

Visit ubs.com/careers.

You are: • an excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite.

New!

Houston, TX3 days ago

li>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.

Katy, Texas18 days ago

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. 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.

Sugar Land, TX30+ days ago

Full-time

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.

Houston, TX16 days ago

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.

Houston, TX16 days ago

Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's 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 mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, 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.

Houston, TX30+ days ago

p>Has 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.

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Client Service Associate Jobs in Sugar Land, TX

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Client Service Associate The PNC Financial Services Group Inc

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Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LP

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Registered Client Associate UBS Group AG

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Client Experience Associate - Spring Green PNC Bank

Work Experience.

J.P. Morgan Wealth Management - Private Client Investment Associate -Sugarland, TX JPMorgan Chase Bank, N.A.

Registered Private Wealth Client Associate Bank of America Corp

Registered Wealth Management Client Associate Bank of America Corp

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