Displaying 1-10 of 324 results
Client Associate/Registered Client Associate
RBC Wealth Management - Abilene/Odessa, Texas
Accounting / Finance
Job Description PURPOSE · Provides administrative, operational and research support to one or more Financial Advisors (FA) and/or the Branch Director. Such responsibilities include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence, assisting the FA with investment projects/client needs. · Roles and responsibilities may vary dependent upon the assigned teams structure. · Demonstrates extreme competence in all major areas of accountability and operates.  … (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
Raymond James Financial - Houston, Texas
Executive Management
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. Contribut... (see more)
Senior Registered Client Service Associate
Raymond James - San Antonio, 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)
Senior Registered Client Service Associate
Raymond James - San Antonio, 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)

Registered Client Service Associate-Houston, TX
Raymond James - Houston, Texas
Accounting / Finance
*Job Summary*:Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refers new or unusual issues to a higher level.*Essential Duties and … (see more)
Registered Client Service Associate-Houston, TX
Raymond James - Houston, Texas
Banking / Mortgage
*Job Summary*:Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refers new or unusual issues to a higher level.*Essential Duties and … (see more)
Registered Client Service Associate
UBS Financial Services - Dallas, Texas
Accounting / Finance
**Your role:** Are you driven by the desire to deliver exceptional client service? Do you know how to make sure things run smoothly? Were looking for someone like that who can: make sure all requests and alerts are addressed educate clients on account services and capabilities prioritize account service requests and review daily reports so they can be appropriately processed keep management systems up-to-date with client information help with the preparation of reports and other materials for client meetings collect the right documentation for opening new … (see more)
Registered Client Service Associate
Kestra Financial Independent Advisor - Dallas, Texas
Customer Service
The Client Service Associate reports to the Advisor(s) and is critical to appropriately leveraging Advisors time. This position utilizes excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. * Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation * Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring … (see more)
RN-Registered Nurse
Envision - Waco, Texas
Management
Providence Home Care Registered Nurse Full Time Providence Home Care has a Full Time Registered Nurse opportunity in Waco, Texas! POSITION SUMMARY: Primary functions are to plan, develop, implement, evaluate, organize and direct home care services with the interdisciplinary team including physician, patient/family, and referring agency; and administer skilled nursing care for clients of all ages in their place of residence and assume the responsibility for the total provision of care. Essential Duties and Responsibilities: Assesses home health patients to identify the … (see more)
Displaying 1-10 of 324 results

* The accuracy of search results can be improved by using quote marks around phrases.

Register for FREE!