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Linscomb Wealth
Houston, TX, United States
Position Title: Senior Client Service Associate Reports To:Wealth Advisor Team Lead FLSA Status: Exempt Department: CLTSRV Summary The Senior Client Service Associate (Senior CSA) demonstrates a high level of proficiency in all Client Service Associate functions, working with both new and existing client relationships, as well as internal L
Job Source: Linscomb WealthUBS
Houston, TX, United States
Your role Are you incredibly organized with an eye for detail? Are you a skilled multitasker? We're looking for a branch service associate to: • carry out cash management functions, process securities and correspondence, keep records and perform margin activities • greet and assist clients and visitors to the branch, providing exceptional servic
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Atascocita
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Houston
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La Porte
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Missouri City
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Pearland
Subscribe to FlexJobs today and gain access to 25,000 hand-screened remote, work from home, & flexible schedule job listings. FlexJobs makes it easier, faster, and safer to find a job that better fits your life with professional job opportunities from entry-level to executive, startup to Fortune 500 - no ads, junk, or scams. Plus get exclusive acce
Job Source: FlexJobsThe Judson Group
, 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
Job Source: The Judson GroupHouston, TX, United States
Private Wealth Client Service Associate
10 Billion+ AUM Independent RIA
Houston, TX
Overview
Dynamic 10B+ Independent Wealth Management RIA seeks a Client Service Associate in a hybrid role to manage the administrative and private banking needs for high-net worth clientele.
The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for high-net-worth and ultra high net worth clientele.
Highlights
Serve as a primary lead for client onboarding, investment implementation, and private banking services
Provide an excellent client experience for high net worth clients
Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships
Competitive compensation package including significant base salary, benefits, and bonuses
Requirements
2+ years financial services experience working with ultra-high net worth clients
Bachelors degree in Business, Finance, or a related field
Track record of superior client services skills, attention to detail, and time management
Knowledge of Fidelity and Schwab custodial platforms a plus
Email Alert for Client Services Associate jobs in Houston, TX, United States
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