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Client associate Jobs in San Antonio, TX

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Client associate • san antonio tx

Last updated: 9 hours ago

Senior Client Service Associate - Mission Financial Planners

Kestra Financial Independent AdvisorSan Antonio, TX, US
Full-timeFull-time
Quick Apply

Mission Financial Planners, LLC is seeking a.Senior Client Service Associate.This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, a... Show more

Tax Senior Associate or Supervisor - Private Client Services

WeaverSan Antonio, TX, United States
$90,000.00–$143,000.00 yearly$90,000.00–$143,000.00 yearly
Full-timeFull-time

Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields.We seek to bring a human element to the world of accounting... Show more

Client Associate (Investment Services)

SWBCSan Antonio, TX
$10.00 hourly$10.00 hourly
Full-timeFull-time

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.You wi... Show more

Insurance Client Services Associate - Remote

AO Garcia AgencySan Antonio, Texas, United States, 78201
RemoteRemote
Full-timeFull-time

Remote seat on a team that helps families understand and set up protection options.Purpose with a process — not vague “help people.A growth path if the numbers and the attitude are there.Coaching i... Show more

Client Partner - Retail - Texas

CognizantSan Antonio, TX, United States
$180,000.00–$210,000.00 yearly$180,000.00–$210,000.00 yearly
Full-timeFull-time

Location: Texas - Austin, Dallas or San Antonio with flexibility to travel between all three locations.As a Client Partner for Retail, you will make an impact by driving profitable growth and leadi... Show more

Client Sales Executive

Virtualite Business Process Outsourcing ServicesSan Antonio, TX, US
Full-timeFull-time
Quick Apply

About Virtualite    Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management.We ... Show more

Private Client Account Manager

5HM Hub International TexasSan Antonio, TX
Full-timeFull-time

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and serv... Show more

Client Services Representative

Davis Law FirmSan Antonio, Texas, United States
$16.00–$16.25 hourly$16.00–$16.25 hourly
Full-timeFull-time
Quick Apply

Start your career with Davis Law Firm – Join the 4s Today!.We have immediate openings for a full-time CLIENT SERVICE REPRESENTATIVE to join our fast-paced, high-volume Call Center.This position pla... Show more

Client Account Representative

PotativeSan Antonio, Estados Unidos
$21.00–$31.00 hourly$21.00–$31.00 hourly
Full-timeFull-time
Quick Apply

Potative is seeking a professional, organized, and detail-oriented Client Account Representative to support client relationships and coordinate day-to-day account activities.This role is ideal for ... Show more

Client Success Manager

TradeJobsWorkForce78202 San Antonio, TX, US
Full-timeFull-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio... Show more

 • Promoted

Wealth Management Client Associate

Bank of AmericaSan Antonio, TX, United States
Full-timeFull-time

Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins... Show more

 • New!

Client Account Representative

GG MediaSan Antonio, Texas, United States
$52,000.00–$57,000.00 yearly$52,000.00–$57,000.00 yearly
Full-timeFull-time

In this role, you will serve as an important point of contact for clients, helping maintain strong relationships, understand their needs, provide solutions, and support the overall client experienc... Show more

Sr Client Strategist

VericastSan Antonio, TX, United States
$170,000.00–$200,000.00 yearly$170,000.00–$200,000.00 yearly
Full-timeFull-time

Vericast is the financial institution (FI) performance partner.We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, t... Show more

Client Service Associate

GrahamSan Antonio, TX
Full-time +1Full-time +1
Quick Apply

REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position... Show more

Client Development Manager

PRC ResourcesSan Antonio, TX, United States
Full-timeFull-time

PRC Resources is seeking a Client Development Manager to build relationships with prospective clients and generate new recruiting opportunities.This role is focused on networking, business developm... Show more

VP - Client Support

SWIVELSan Antonio, TX, United States
Full-timeFull-time

SWIVEL is seeking a talented individual to serve as the VP of Client Support, reporting directly to SWIVEL's Chief Operating Officer.This role leads SWIVEL's client support teams and is accountable... Show more

VP - Client Support

SWBCSan Antonio, TX
Full-timeFull-time

SWIVEL is seeking a talented individual to serve as the VP of Client Support, reporting directly to SWIVEL’s Chief Operating Officer.This role leads SWIVEL’s client support teams and is accountable... Show more

J.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX

JPMorgan ChaseSan Antonio, TX, United States
Full-timeFull-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

Client Services Associate

TradeJobsWorkforce78218 San Antonio, TX, US
Full-timeFull-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Client Service Associate

Sendero Wealth ManagementSan Antonio, TX, US
Full-timeFull-time

Sendero Wealth Management is a privately owned, partner-led registered investment advisor headquartered in San Antonio, Texas.Founded in 2008, we serve multigenerational families, entrepreneurs, wo... Show more

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Senior Client Service Associate - Mission Financial Planners

Senior Client Service Associate - Mission Financial Planners

Kestra Financial Independent AdvisorSan Antonio, TX, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development and client relationships. The ideal candidate is highly organized, detail-oriented, and committed to delivering exceptional client service.

The Senior Client Service Associate reports directly to the Financial Planner and manages the firm’s client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence.


Key Responsibilities:

Firm Operations & Leadership

  • Oversee daily firm operations and manage support staff responsibilities.
  • Identify and implement process improvements to enhance efficiency and support the firm’s growth.
  • Develop, coach, and mentor team members to ensure accountability, performance excellence, and professional growth.
  • Conduct performance evaluations and provide timely feedback to staff.

Client Service & Relationship Management

  • Serve as the primary point of contact for clients regarding service requests, account maintenance, and problem resolution.
  • Ensure client inquiries and service requests are handled accurately and in a timely manner, while maintaining compliance with industry regulations.
  • Build and strengthen client relationships through proactive communication and personalized service.
  • Clearly explain financial concepts and processes to clients in an accessible manner.

Operational Efficiency & Compliance

  • Maintain and update the CRM database to ensure accurate records and adherence to service models.
  • Research and resolve complex client issues, including investment product details and pricing inquiries.
  • Ensure that all documentation and record-keeping meet compliance and regulatory standards.
  • Oversee trading, account transfers, and other operational tasks related to client accounts.

Strategic Support & Business Growth

  • Identify opportunities to streamline operations, delegate tasks, and leverage technology to improve efficiency.
  • Support planners by handling administrative and operational tasks, allowing them to focus on business development.
  • Assist in coordinating firm-wide initiatives to enhance client service and operational effectiveness.
  • Other responsibilities as assigned by the Financial Planner.

Supervisory Responsibilities

  • Directly manage and oversee the Client Service Associate and Client Service Administrator.

Qualifications & Skills

  • Strong leadership and problem-solving skills with the ability to manage multiple priorities.
  • Excellent communication skills, both written and verbal, with the ability to articulate complex financial concepts clearly.
  • Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with financial planning and reporting software preferred.
  • High level of organization, time management, and attention to detail.
  • Strong ability to build relationships with clients, planners, and internal teams.
  • Independent, self-motivated professional with a proactive approach to problem-solving.

Education & Experience

  • Bachelor’s degree in a business-related field preferred.
  • 5+ years of experience in financial services, with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
  • Experience within an independent financial planning firm is highly desirable.
  • Previous management or leadership experience is a plus.

Licenses & Certifications

  • Series 7 and 65/66 licenses preferred (or willingness to obtain).