5 results for Client Service Associate Jobs in Austin, TX, US

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...

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....

Job Title: Senior Client Service AssociateLocation: Austin, TXSalary: $80-$100K + BonusWe are one of the largest Registered Invesment Advisory (RIA) firms in the nation, founded in 1999 and based out of California. With around 300 employees across 30 offices and over $25 billion in assets under mana...

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...

Position SummaryRegistered Client Service Associates provide exceptional service to our clients and support FinancialAdvisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactionswith clients, individuals in this role build trusted relationships. Leading wit...