Senior Client Associate - San Antonio

We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive.Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, · The work you do here creates meaningful change for businesses and ...

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. · ...

SWBC is seeking a talented individual to provide assistance to the Financial Advisor to build the business, uncover new opportunities, and service existing client base and enhance production. · Why you'll love this role: · You will have the opportunity to work with leading financ ...

Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · keep management systems up-to-date with client information · educate clients on account services and capabilities · help with the preparation of report ...

TravisMathew is a premium apparel brand that exists because we seized an opportunity—and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the su ...

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. · ...

A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention ...

Location: San Antonio, TX · Employment Type: Full-Time · About The Role · We're hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working wit ...

Location: San Antonio, TX · Employment Type: Full-Time · About The Role · We're hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working wit ...

+We are seeking a Client Service Associate to serve as a key point of contact between our clients and internal teams. · +Serve as a primary contact for client inquiries and service requestsMaintain clear and professional communication with clients and internal teamsAssist in mana ...

The Telesales Specialist role is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) proce ...

The Client Service Associate CSA is critical in working directly under the COO alongside Financial Advisors. · Responding to clients emails letters and phone callsHandling client transactional requestsSolving client related problemsProviding trade instructions to trade teamsSched ...

Technologically proficient financial planning professional with expertise in complex entity structures, advanced tax law and integrated planning for closely held businesses and high-net-worth clients. This role blends client service with paraplanning responsibilities, managing cl ...

The Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. · Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries · Schedule and coordinate m ...

Beloform Craft is seeking a Client Service Associate to serve as a key point of contact between clients and internal teams. · ...

Job Title: Client Service Associate (CSA) · Job Description · Summary/Objective: · Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate ...

Who You'll Work With · We are seeking a · San Antonio · based · Client Relationship Associate · to join our · Client Services Department · in Global Technology & Operations. · AllianceBernstein Investor Services Client Services is an inbound call center comprised of teams respons ...

Technologically proficient financial planning professional with expertise in complex entity structures, advanced tax law and integrated planning for closely held businesses and high-net-worth clients. This role blends client service with paraplanning responsibilities, managing cl ...

This role starts as part-time hours per week, Monday-Friday). The Client Success Representative will be the first point of contact for real estate agents exploring a commission advance. You'll guide clients through the application and onboarding process, · help them submit accura ...

Deliver and cultivate exceptional service to high-net worth individuals and their families. · ...