Client service associate Jobs in Houston, TX
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Client service associate • houston tx
Last updated: 17 hours ago
Join our dynamic team at Freedom Day Solutions, where innovation, relationships, and integrity drive everything we do.Freedom Day Solutions, LLC is an independent Registered Investment Advisory fir...Show moreLast updated: 27 days ago
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 moreLast updated: 30+ days ago
At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of the global financial system, we infl...Show moreLast updated: 28 days ago
Registered Client Service Associate.The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple Financial Consultants (FC's) within their indi...Show moreLast updated: 30+ days ago
Associate, North America Client Platform.We are looking for a talented Associate to join the North America Client Platform team within Americas Client Service.
As an Associate on this team, you will...Show moreLast updated: 6 days ago
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide...Show moreLast updated: 17 hours ago
Business management, administration and support.Assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals.Develop customized asset...Show moreLast updated: 30+ days ago
This is an in-office position and is located at 1400 Post Oak Boulevard, Houston, Texas.Responsible for the general servicing and support of the Financial Advisors.
This includes administrative and ...Show moreLast updated: 30+ days ago
Salary : $23-$25 / per hour depending on experience.Reports To : Revenue Cycle Manager.The Referral & Support Services Team Lead, under the direction of the Revenue Cycle Manager, is responsible ...Show moreLast updated: 30+ days ago
Remote Client Service Consultant.We’re looking for a Client Service Consultant to join our remote team and provide friendly, reliable support to our customers.
In this role, you’ll be the first poin...Show moreLast updated: 30+ days ago
Associate, Client Service II At BNY, our culture allows us to run our company better and enables employees' growth and success.
As a leading global financial services company at the heart of the gl...Show moreLast updated: 29 days ago
Join our dynamic team at Freedom Day Solutions, where innovation, relationships, and integrity drive everything we do.Freedom Day Solutions, LLC is an independent Registered Investment Advisory fir...Show moreLast updated: 14 days ago
At Strategic Financial Services Houston, we aim to listen to our clients, help them evaluate their priorities, and develop customized financial planning strategies.
Our affiliation with Trek Financi...Show moreLast updated: 30+ days ago
Client Service Account Manager.Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servici...Show moreLast updated: 6 days ago
Houston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational / administrative support to Financial Advisors.Prep...Show moreLast updated: 30+ days ago
We are seeking a motivated and detail-oriented.This role is essential to ensuring seamless communication, efficient problem resolution, and a positive experience for our clients.The ideal candidate...Show moreLast updated: 5 days ago
Working with the Commercial Lines Account Manager in the management of assigned client accounts.This involves responsibility for every aspect of an account, from daily servicing, billing and invoic...Show moreLast updated: 30+ days ago
Client Service Associate, Shared Support Team.Client Service Associate, Shared Support Team.At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to...Show moreLast updated: 3 days ago
Client Service Associate-Houston, TX-2403465.Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a...Show moreLast updated: 30+ days ago
Client Service Associate
Freedom Day Solutions, LLCHouston, TX, USFull-time
Client Service Associate
GrahamHouston, TXFull-time +1
Quick Apply
Associate, Client Service II
BNY MellonHouston, TX, United StatesFull-time
Registered Client Service Associate
Comerica BankHouston, TXFull-time
- Promoted
Client Platform, Client Service Associate
JPMorgan ChaseHouston, TX, USFull-time
- New!
Client Service Associate - Registered
StifelHouston, TX, USFull-time
Client Associate
UBSHouston, TX, United StatesFull-time
- Promoted
Brokerage Registered Client Service Associate - Houston, Texas
TruistHouston, TX, USFull-time +2
Client Service Supervisor
Senior PsychCareHouston, TX, USFull-time
Client Service Consultant
Sales MatchHouston, Texas, United StatesFull-time
Associate, Client Service II
The Bank of New York MellonHouston, TX, United StatesFull-time
Client Service Associate
Freedom Day SolutionsHouston, TX, United StatesFull-time
Client Service Associate
Strategic Financial ServicesBellaire, TX, USFull-time
- Promoted
Senior Client Service Account Associate
Houston StaffingHouston, TX, USFull-time
Client Service Associate
BCI - Brokerage Consultants IncHouston, TX, United StatesFull-time
Client Service Associate
Catch Vibe VoiceHouston, Texas, United StatesFull-time
- Promoted
Client Service Associate - Commercial Lines Insurance
Securance Corporation AgencyHouston, TX, USFull-time
Client Service Associate, Shared Support Team
Edelman Financial EnginesHouston, TX, United StatesFull-time
Client Service Associate-Houston, TX
Raymond JamesHouston, TXFull-time
The average salary range is between $ 40,000 and $ 68,700 year , with the average salary hovering around $ 54,500 year .
- private banker (from $ 79,000 to $ 437,500 year)
- emergency medicine physician (from $ 52,000 to $ 429,468 year)
- general surgeon (from $ 75,000 to $ 425,000 year)
- thoracic surgeon (from $ 50,000 to $ 417,243 year)
- medical recruiter (from $ 73,840 to $ 400,000 year)
- surgeon (from $ 44,850 to $ 400,000 year)
- diagnostic radiologist (from $ 200,000 to $ 397,500 year)
- chief medical officer (from $ 363,750 to $ 390,000 year)
- general surgery (from $ 83,655 to $ 355,000 year)
- orthopedic surgeon (from $ 81,000 to $ 342,998 year)
- Glendale, AZ (from $ 36,920 to $ 166,080 year)
- Glendale, CA (from $ 36,920 to $ 166,080 year)
- Concord, NC (from $ 64,916 to $ 124,824 year)
- Concord, CA (from $ 64,916 to $ 124,824 year)
- Des Moines, IA (from $ 34,125 to $ 113,000 year)
- Boston, MA (from $ 52,250 to $ 108,750 year)
- Gilbert, AZ (from $ 55,000 to $ 107,250 year)
- Cape Coral, FL (from $ 35,360 to $ 100,000 year)
- Costa Mesa, CA (from $ 48,268 to $ 99,250 year)
- Ventura, CA (from $ 58,125 to $ 97,500 year)
The average salary range is between $ 40,000 and $ 78,830 year , with the average salary hovering around $ 54,964 year .
Client Service Associate
Freedom Day Solutions, LLCHouston, TX, US27 days ago
Job type
- Full-time
Job descriptionMinimum 2 years of experience in a similar role. Grasp of financial services concepts, including investments, retirement accounts, annuities & insurance, etc. Experience with CRM preferred. Proficient in Microsoft Office Suite and overall comfort with using technology. Attention to detail, strong organizational skills, and thorough follow-up. Ability to prioritize while working quickly and accurately. Effective and concise communication skills. Resourceful and proactive work style with a strong sense of ownership. Pleasant attitude and extraordinary client service orientation. Benefits (medical and dental) 401k Paid holidays PTO Apply today and let us know why you would be a great fit for our Client Service Associate position!
Job Description
Job Description
Are you a Client Service Associate in the Financial Industry looking to make a meaningful impact in a collaborative, growth-minded firm? Join our dynamic team at Freedom Day Solutions, where innovation, relationships, and integrity drive everything we do.
The Company :
Freedom Day Solutions, LLC is an independent Registered Investment Advisory firm serving families and business owners across the country. Founded in 2006, our experienced team provides in-house financial guidance free from the constraints of banks or brokerages. We focus on building long-lasting partnerships based on trust, transparency, and personalized service - doing for our clients as we would for our own families.
Location of Position :
Houston, TX
The Position :
The Client Service Associate provides support to both clients and advisors, ensuring accuracy and efficiency. This role requires a professional who is detail-oriented, organized, and genuinely engaging-someone who builds trust and rapport over the phone and ensures clients are taken care of at every step.
Position Responsibilities :
- Provide ongoing service and operational support to advisors and their clients.
- Gather client-submitted financial documents and statements.
- Organize and review relevant financial data for accuracy and completeness.
- Manage plan implementation, coordinating with advisors and clients to ensure all actions are completed efficiently.
- Prepare and process account opening paperwork accurately and efficiently.
- Guide clients through the account transition process, ensuring a smooth experience.
- Track and follow up on outstanding items to complete onboarding promptly.
- Update and maintain client data in relationship management and reporting systems.
- Process client requests for transactions, distributions, and account maintenance.
- Prepare plan / account updates for client meetings.
- Respond to client inquiries.
- Perform other services or operational duties, as required.
Qualifications :
Desired Skills and Competencies :
Why Should You Apply?
Interested?
Freedom Day Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, national origin, age, disability, genetics, status as a protected veteran, or any other protected status established by federal, state, or local laws.
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