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Gen Alpha
Houston
Job Description Job Description Here at Generation Alpha, we are a passionate and driven team committed to making a meaningful impact on our community. We are seeking an entry-level Client Relations Manager to support our new and existing nonprofit clients in their mission to expand their charitable reach. This role requires a proactive approach
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Houston, TX, United States
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Job Source: Linscomb WealthUBS
Houston, TX, United States
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to Financial Advisors. You'll: - keep management systems up-to-date with client information - educate clients on account services and capabilities - help with the preparation o
Job Source: UBSWestern Alliance Bancorporation
Houston, TX, United States
Job Title: Relationship Manager Location: Houston, TX What you'll do: As a Relationship Manager you'll be responsible for managing our largest and/or most complicated client relationships and ensuring excellent client service and delivery to the client base. You'll be responsible for helping to drive product efficiency projects and you may lead o
Job Source: Western Alliance BancorporationEast West Bank
Houston, TX, United States
Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets a
Job Source: East West BankN&K CPAs, Inc.
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Job Source: N&K CPAs, Inc.Crown Castle
Houston, TX, United States
Position Title: Client Service Manager (P3) Company Summary Crown Castle is the nation’s largest provider of shared communications infrastructure: towers, small cells and fiber. It all works together to meet unprecedented demand—connecting people and communities and transforming the way we do business. Whenever you make a call, track a workout or
Job Source: Crown CastleRaymond James Financial Incorporated
Houston, TX, United States
Job Summary 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. This essential role helps to provide high quality/high touch
Job Source: Raymond James Financial Incorporated, TX, United States
Client Service Associate – Relationship Manager | Dallas, Texas Reference Number: HRJ6911
Location: Dallas, Texas
Judson Group has partnered with a successful RIA in the search for a Client Service Associate – Relationship Manager that provides administrative and operational support to one or more Advisors of the firm. The Relationship Manager assists with Ultra High Net Worth client daily needs. Responsibilities include; new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records and preparing client communication.
Responsibilities:
Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
Act as a liaison between Advisors, clients and custodians to process client requests and resolve issues
Manage the client onboarding process for UHNW clients
Coordinate and execute investment allocation and rebalance strategies
Maintain client data ensuring accuracy, security, and timeliness
Prepare various reports for client reviews and other miscellaneous meetings
Develop new ways to continuously provide the best service to the firm’s clients
Requirements:
2+ years of operational experience within the financial services industry
Bachelor’s Degree
Must have strong organizational and prioritization skills
Ability to work independently to research and resolve client issues
Client services oriented and strong attention to detail
Compensation: Attractive compensation package including base salary and benefits
Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506
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Email Alert for Client Service Associate – Relationship Manager jobs in , TX, United States
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