Top 11 Client services associate Jobs in Montgomery, Tx

Client Service Associate
Raymond James Financial, Inc. —The Woodlands, TX
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Client Experience Associate
PNC Financial Services Group —The Woodlands, TX
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
Wealth Management Client Associate
Bank of America —The Woodlands, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Registered Client Service Associate (The Woodlands, TX)
Oppenheimer & Co. Inc. —The Woodlands, TX
- Full-time
- Entry level
Quick Apply
Client Service Associate (The Woodlands, TX) Bilingual Requirement)
Raymond James Financial, Inc. —The Woodlands, TX
- Full-time
- Bilingual
- Writing skills
- Research
- Paid holidays
- Health insurance
Insurance Agent- Sales, Customer Service
Freeway Insurance Services America, LLC —Huntsville, TX
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —The Woodlands, TX
- $142,900 - $301,300 a year
- Full-time
- 7 years
- Computer Science
- Mentoring
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Client Service Associate

Raymond James Financial, Inc. -
The Woodlands, TX

Apply Now

Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Opening bank accounts
Customer records maintenance
Managing customer accounts
Investment advisory support
Account maintenance
Financial transaction processing
Phone communication
Spreadsheets
Service scheduling
Filing
Client file management
Research
Mid-level
3 years
Data summary reports
Meeting scheduling
Managing clients in a customer support role
Client database systems
Series 7
Math
Records management
Bachelor's degree
Task prioritization
Industry knowledge of financial regulations
Investment account customer support
Desktop applications
Prospecting
Relationship management
CRM system proficiency
Productivity software

Full Job Description

Job Description Summary

McLinden Financial is a diverse team, united behind our clients’ goals. We believe in hard work, integrity, and a collaborative approach to each day. We are seeking a Client Service Associate with shared values to join our team.

The ideal candidate is detail-oriented, professional, and can work independently as well as part of a team. They are a lifelong learner and share our client-centric vision. We offer a competitive benefits package and an environment for professional and personal development.

By joining us, you’re joining a team who cares!

Job Description

Essential Duties and Responsibilities

Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

Opens new client accounts, process money movement, and researches information as needed

Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion

Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients

Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor

Creates and maintains records and files utilizing Client Relationship Management (CRM) software

Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures

Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

Company’s working structure, policies, mission, and strategies

General office practices, procedures, and methods

Basic investment concepts, practices and procedures used in the securities industry

Financial markets, products and industry regulations

Skill in

Client Relationship Management (CRM) software

Microsoft Office

Effective communication (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Analyze and research account information

Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

Handle stressful situations and provide a high level of customer service in a calm and professional manner

Analyze problems and establish solutions in a fast-paced environment

Use mathematics sufficient to process account and transaction information

Use appropriate interpersonal styles and communicate effectively

Work both independently and as part of a team

Provide a high level of customer service

Experience Requirements

3+ years of industry experience

Licenses/Certifications

Series 7 preferred

Education Requirements

Bachelor's degree preferred

Workstyle: Onsite

Travel: Less than 10% - which may include continuing education and conferences

Benefits: Medical Insurance, Retirement, PTO

McLinden Financial and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1

Apply Now

Refine Your Search

client services associate jobs in montgomery, tx

Client Service Associate

Client Experience Associate

Wealth Management Client Associate

Registered Client Service Associate (The Woodlands, TX)

Client Service Associate (The Woodlands, TX) Bilingual Requirement)

Insurance Agent- Sales, Customer Service

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

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