- Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.
- Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.
- Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail.
- Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance.
- Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies.
- Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up.
- Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations.
- Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity.
- Bachelor's degree in finance, business administration, or a related field.
- 3 years of experience in client service within the financial services industry, preferably in wealth management or investment advisory.
- FINRA Series 7– 65/66 required
- Strong understanding of financial products and services, including investment vehicles, retirement accounts, and insurance products.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams.
- Detail-oriented with strong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environment.
- Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) preferred.
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Client Relations Associate
4 weeks ago
Robert Half Recruitment Agency Texas, United StatesJob Title: Client Services Associate · Location: Austin, TX · Company Overview: · Our client is dedicated to providing top-notch tax services to individuals and businesses alike. They pride themselves on their professional expertise and our commitment to excellent customer servic ...
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Client Services Associate
3 weeks ago
Ascendo Resources Texas, United StatesSeeking a Client service associate to join a large and growing Wealth Management firm. · Are you someone who goes the extra mile and wants a career path This is the team for you. · Your role will be a part of a team that supports our Independent Advisor network from an operationa ...
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Client Experience Associate Texas
2 weeks ago
AnywhereWorks Texas, United States CDIWe're on a mission to help the world work Anywhere. Whether working from home, an office, or Anywhere, we offer products and services designed to help people work and learn together, whether they're across a table or across the world. Work is what we do, not where we do it. We ar ...
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Associate, Private Wealth Client Services
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Cresset Texas, United StatesAbout Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fam ...
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Recruiter Full Desk
2 weeks ago
FoxMore Staffing & Recruiting Texas, United StatesThis is a remote position. · Up To 94% Commissions · Commission Structure: For Permanent Placement Positions in the US/Canada with candidates from US/Canada. · 70% of client fee Full Cycle (filling Job Order and Candidate) on the first $150,000. · 94% of client fee Full Cycle (fi ...
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Recruiter - Independent Full Cycle
2 weeks ago
FoxMore Staffing & Recruiting Texas, United StatesThis is a remote position. · Up To 94% Commissions · Commission Structure: For Permanent Placement Positions in the US/Canada with candidates from US/Canada. · 70% of client fee Full Cycle (filling Job Order and Candidate) on the first $150,000. · 94% of client fee Full Cycle (fi ...
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Nursing LPN Night Shift
3 weeks ago
Medical Edge Recruitment Texas, United States TemporaryMedical Edge Recruitment is seeking a LPN / LVN Correctional for a local contract job in Kerville, Texas. · Job Description & Requirements · ~ Specialty: Correctional · ~ Discipline: LPN / LVN · ~ Duration: 26 weeks · ~40 hours per week · ~ Shift: 8 hours, days, evenings, n ...
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Associate Practice Director
3 weeks ago
Birlasoft Texas, United StatesLooking for Associate Practice Director, having Presales / Testing / test automation services is needed. Experience in presales, proposal making, presenting the solutions to the clients would be an added advantage. · ...
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Criminal Defense Attorney
2 weeks ago
Dunham & Jones Law Firm, P.C. Texas, United StatesExcellent Job Opportunity - Top Pay and Full Benefits · Dunham & Jones Attorneys at Law, P.C. is seeking associate attorneys for their Midland, El Paso and Lubbock locations. If you are a dynamic individual who thrives from taking initiative and is eager to meaningfully contribut ...
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Criminal Defense Attorney
6 days ago
Dunham & Jones Law Firm, P.C. Texas, United StatesExcellent Job Opportunity - Top Pay and Full Benefits · Dunham & Jones Attorneys at Law, P.C. is seeking associate attorneys for their Midland locations. If you are a dynamic individual who thrives from taking initiative and is eager to meaningfully contribute to the growth and d ...
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Private Credit Associate
2 weeks ago
H&P Executive Search Texas, United StatesH&P is mandated on a search for a fast-growing middle-market private credit firm focused on direct lending to middle-market technology and software companies. · Company Overview: Our client is a respected and forward-thinking financial institution with a strong commitment to prov ...
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Litigation Associate
4 weeks ago
Larson Maddox Texas, United StatesSummary · Our client, an Am Law 200 firm, is looking to bring on an Associate in their Business Litigation practice group. The ideal candidate will be adept in full cycle litigation and have previous experience in Big Law. This is a hybrid role based out of the firm's office in A ...
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Process Engineer
1 week ago
Affinity Management Group Texas, United StatesEXCITING DIRECT HIRE OPPORTUNITY · Our Client, an EPC company in Houston, has an immediate need for a Process Engineer. In this role you will perform process engineering assignments associated with designing equipment, components, structures or systems for downstream projects (pe ...
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Lead Construction Litigation Attorney
2 weeks ago
Allensworth | Texas Construction Lawyers Texas, United StatesAllensworth, a busy and growing commercial construction law firm, seeks a full-time Lead Construction Litigation Attorney in its downtown Austin office. · Summary of Responsibilities · The lead attorney is responsible for the management of a large construction and design dispute ...
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Litigation Associate for Boutique Law Firm
1 week ago
Lateral Link Texas, United StatesOur client is an elite litigation boutique with a stellar reputation for trial and appellate advocacy. This thriving firm seeks an associate with at least two years of experience to support case work up and trial preparation in high-stakes cases involving energy, technology, and ...
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Energy Associate Attorney
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Lateral Link Texas, United StatesOur client is a leading AmLaw firm with deep Texas roots and a Chambers-ranked premier Energy Practice. The firm is seeking an associate to support its thriving regulatory practice with at least 3 years' experience in regulatory litigation, compliance, and some financing deals. · ...
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Contract Negotiator
2 weeks ago
X4 Technology Texas, United StatesThis is a unique opportunity to join a Financial Services company that helps FinTech and Banking organizations secure more equitable contracts with the tech giants. You will be working on multi-million dollar contracts and using your knowledge to create substantial savings for yo ...
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Business Development Representative
2 weeks ago
AGS Health Texas, United StatesSCOPE OF WORK: · AGS Health is seeking a Business Development Representative responsible for identifying qualified leads and setting up meetings for quota-carrying associates. · JOBS-TO-BE-DONE (JTBDs): · Conduct pre-call research and planning · Interact with prospective client ...
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Associate Attorney
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Thompson, Coe, Cousins & Irons L.L.P. Texas, United StatesThe Austin office of Thompson Coe, LLP seeks an attorney with 3 to 10 years' experience in civil litigation to join the casualty section of the firm. Candidates should have a working knowledge of state and federal civil procedure, and excellent advocacy and writing skills. Litiga ...
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System Administrator
4 weeks ago
Mican Technologies Inc. Texas, United States*Not available to C2C, MUST be able to work on W2* · **This position is HYBRID in San Antonio, TX** · JOB SUMMARY: · The System Administrator Senior is responsible for technical leadership in support of core network services, such as email, anti-virus, application deployment, dat ...
Registered Client Associate - Texas, United States - Ascendo Resources
Description
Responsibilities:
Requirements