Client Services Associate jobs in Houston

Selah Financial Services is hiring a Client Service Associate to join our growing, fast-paced team in Friendswood, TX. What You’ll Do: Coordinate and execute the new account process from start to funding Prepare, track, and follow up on paperwork with 98%+ accuracy Manage online forms and ensure tim

Client Services Associate Job Posting (revised) Client Services Associate – Houston, TX In-Office | Full-Time About Haven Wealth Group Haven Wealth Group is a Registered Investment Advisor (RIA) providing wealth management, investment management, and comprehensive financial planning services. We ser

AO Garcia Agency

Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on the lives of others? Look no further! Seeking dedicated individuals to join a team in a financial servi

Req ID: 77932 Location: Houston -HOUS Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/15/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFun

Job Details Description WHO WE ARE Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Re

Westwood Holdings Group, Inc.

WHO WE ARE Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternativ

Special Instructions to Applicants: Applicants should attach a resume and cover letter in PDF format to the Supporting Documents section of the application. About Rice Boasting a 300-acre tree-lined campus in Houston, Texas, Rice University is ranked among the nation’s top 20 universities by U.S. Ne

Special Instructions to Applicants: Applicants should attach a resume and cover letter in PDF format to the Supporting Documents section of the application. About Rice Boasting a 300-acre tree-lined campus in Houston, Texas, Rice University is ranked among the nation’s top 20 universities by U.S. Ne

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly A

Company Description Since 1980, Fort Bend Women’s Center has been a leading resource for survivors of domestic violence and sexual assault. As the only dedicated emergency shelter and crisis hotline in Fort Bend County, we provide critical crisis intervention services alongside comprehensive non-res

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthr

Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At Husch Blackwell we believe that diverse, equitable and inclusive teams lead to better outcomes. Husch Blackwell is c

hackajob is collaborating with BNY to connect them with exceptional professionals for this role. Senior Associate, CLO Client Reporting At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of th

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthr

Raymond James

Job Description 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 te

Job Description Legal On-Site Services Specialist POSITION PROFILE Provides operations functions in one or all of the following areas within a legal office/environment: operates high‑volume duplicating equipment, performs associated copying tasks, operates high‑volume document scanning equipment, an

Our organization is looking for driven and dedicated individuals who are interested in growing their leadership abilities within the financial services field. Through a guided training system and continuous mentorship, selected candidates will develop skills in financial education, effective communi

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees fee

R218929 Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emplo

VTekis Consulting LLP

Company Description VTekis Consulting LLC provides complete solutions for staff augmentation, recruitment process outsourcing, contract hiring, direct hire, and outsourced solutions. Our goal is to deliver quality professional services to our clients, not just to find someone to do a job; we match t