Displaying 1-10 of 302 results
Registered Client Associate
CD Wealth Management - Dallas, Texas
Customer Service
POSITION SUMMARY Communicate as liaison between clients and service providers. Assist in the development, preparation and maintenance of client investment portfolios and reports. Create current portfolio reviews and associated portfolio analysis. Support firm principals and associates in meeting preparation and client investment planning needs. Take and execute trade orders. CERTIFICATIONS & LICENSES Series 7 and series 63 certification is required SKILLS & ABILITIES Education: Bachelor's Degree (four-year college or technical school) Required Field of Study: Finance Master's … (see more)
Registered Client Associate
TalentLink Solutions - Dallas, Texas
Customer Service
POSITION OVERVIEW/SUMMARY Due to growth, our client has an exciting opportunity to offer the right individual. This role will have responsibilities including: Communicating with service clients to ensure accurate information is forwarded to appropriate staff/department, creating reports and action plans for producers to ensure effective meetings, processing client paperwork to result in creation of new accounts/funding of investments. The ideal candidate must be extremely professional in appearance and manner, willing to accept direction yet with the ability to think on their own, work in a … (see more)
Senior Registered Client Service Associate-Southlake, TX - D
Raymond James - Dallas, Texas
Customer Service
Job Summary: Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal and external … (see more)
Senior Registered Client Service Associate-Southlake
Raymond James - Dallas, Texas
Administrative / Clerical
*Job Summary*: Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Finan (see more)
Senior Registered Client Service Associate-Southlake, TX
Raymond James - Dallas, Texas
Accounting / Finance
*Job Summary*:Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal … (see more)

Senior Registered Client Service Associate-Southlake, TX
Raymond James - Dallas, Texas
Banking / Mortgage
*Job Summary*:Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal … (see more)
Client Services Administrator
Lloyds Register - Houston, Texas
Consulting
Job ID:7901 Location:Houston : 1330 Enclave Parkway (LR_L000269) Position Category:Administration/Business Support Department:US900057 : LRQA Client Services (US900057) Position Type:Employee Regular Education Required:See Job Description Experience Required:See Job Description Relocation Provided: Lloyd's Register is a globally recognized engineering, technical and business services organization, operating in 78 countries around the world. Our brand has a long-standing reputation for integrity, impartiality and technical excellence. Our management systems division, Lloyd's Register … (see more)
Independent Contractor - Lead Assessor Medical Sector (Home
Lloyds Register - Houston, Texas
Consulting
Job ID:5208 Location:Houston : 1330 Enclave Parkway (LR_L000269) Position Category:Assessors Department:US900051 : LRQA Operations (US900051) Position Type:Contractor On Demand EducationRequired:See Job Description Experience Required:See Job Description Bring your management systems audit skills and medical device industry experience to our Management Systems Lead Assessor role and make the most of your professional skills.Setting international standards of excellence in safety is our purpose as an organization. Responsible, dedicated Assessors like you help our clients to manage their … (see more)
Management Systems Lead Assessor - Medical (Home based)
Lloyds Register - Houston, Texas
Consulting
Job ID:5421 Location:Houston : 1330 Enclave Parkway (LR_L000269)  Position Category:Assessors Department:US900051 : LRQA Operations (US900051) Position Type:Employee Regular Education Required:See Job Description Experience Required:See Job Description   Bring your management systems audit skills and medical device industry experience to our Management Systems Lead Assessor role and make the most of your professional skills doing more of the work you enjoy.   Setting international standards of excellence in safety is our purpose as an organization. Responsible, dedicated … (see more)
Independent Contractor - Trainer, Food Safety
Lloyds Register - Houston, Texas
Consulting
Job ID:1413 Location:Houston : 1330 Enclave Parkway (LR_L000269) Position Category:Technical Training Department:US900053 : LRQA Training (US900053) Position Type:Contractor On Demand Education Required:See Job Description Experience Required:See Job Description Relocation Provided:[[relocationPack]] LRQA is currently seeking Tutors to deliver Food Safety Management Systems training courses. You will deliver training to our clients, in both open-enrolment and in-company classes, on the topics of management systems and auditing. The training is conducted according to a lesson plan and you … (see more)
Displaying 1-10 of 302 results

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