Client Relation Associate jobs in Irving, TX
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REGISTERED INVESTMENT ADVISOR (RIA) CLIENT SERVICE ASSOCIATE
Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...
| Company | Cottonwood Capital Advisors |
|---|---|
| Address | Irving, TX |
| Category | Retail |
| Salary | $50,000 - $55,000 a year |
| Job type | Full-time |
| Date Posted | yesterday See detail |
Registered Investment Advisor (RIA) Client Service Associate
Cottonwood Capital Advisors
Irving, TX
$50,000 - $55,000 a year
Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...
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Business Applications Excellence Manager - Client Relations Center
Cartier
Dallas, TX
Key Application Oversight Serve as the first point of contact and coordinator for all members of the CRC when they encounter technical issues or have inquiries about digital tools best practices. Master a strong knowledge of C...
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Associate IT Client Support Analyst
Medical City Children's Hospital
Dallas, TX
Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...
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New Business/Client Services Associate
Fss Group
Grapevine, TX
$40,000 a year
Paid time off. Bonus opportunities. Day shift. Grapevine, TX 76051: Relocate before starting work (Required)....
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