14 results for Client Associate Jobs in Austin, TX, US

Position OverviewThe Senior Associate - Client Advisory will play a crucial role in providing exceptional client service and financial guidance to our clients. This position involves developing strong relationships, understanding client needs, and delivering tailored financial solutions to meet thos...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth...

Responsible for providing accounting and administrative services to ultra-high net worth individuals and family clients, including maintaining the general ledger, generating journal entries, coordinating monthly close, preparing financial statements, managing accounts payable, reconciling bank and c...

Notes To ApplicantsDimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, d...

Responsible for preparing monthly financial reporting packages, maintaining accounting records for ownership entities, monitoring compliance with agreements, preparing annualized income and expense projections, preparing journal entries for significant transactions, and assisting in the preparation ...

We are always looking to add STAR client service professionals to our dynamic and growing Client Service Operations Team as a Senior Associate. The Senior Associate works in a team setting to assist our Wealth Managers in answering client needs and requests.This position has significant direct con...

Responsible for providing accounting and administrative services for multiple clients, including maintaining general ledgers, coordinating monthly closes, preparing financial statements, managing bank reconciliations, overseeing year-end reporting, and responding to client inquiries. Involves client...

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? I...

Responsible for contributing to industry event strategy, including planning and executing 20-30 national industry events per year, collaborating with various teams to develop brand strategy, and creating a system for evaluating ROI from events.

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning....