- Bank of America (Dallas, TX)
- Wealth Management Client Associate Dallas, Texas **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...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- Bank of America (Fort Worth, TX)
- Registered Wealth Management Client Associate Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- JPMorgan Chase (Plano, TX)
- …use of our complex treasury and cash management products and services . As a Client Service Associate within the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Associates are a trusted member...clients + Influence internal partners to recommend products and services based on knowledge of client behaviors… more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Raymond James Financial, Inc. (Dallas, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- JPMorgan Chase (Plano, TX)
- …and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate within JP Morgan Advisors, you will be the ... Financial services and/or banking industry experience + 1-3 years of client service experience Chase is a leading financial services firm, helping nearly… more
- Citigroup (Irving, TX)
- The Client Demarketing Associate /AVP role is an intermediate-level position within the Banking Portfolio Optimization Group (POG) team. As part of a global ... initiative to ensure a clean and risk-managed client portfolio, this role will be a responsible for managing the end-to-end offboarding process of commercial and… more
- Aveanna Healthcare (Dallas, TX)
- …a FriendBack Job Details Requisition #: 203551 Location: Dallas, TX 75201 Category: Client Services Salary: $19.23 - $21.63 per hour Position Details Position ... Overview The Client Relations Associate is responsible for educating... is responsible for educating clients on produces and services provided by the organization. This position will also… more
- Deluxe (Carrollton, TX)
- The Client Services Associate serves as the first point of contact when clients have escalated questions or issues to report. For assigned clients, would ... team. + Leads complex problem solving, identifying and implementing solutions for service trends, soliciting and understanding Client needs, and managing the… more
- Capital One (Plano, TX)
- Associate , Client Services Treasury...be regularly worked. Charlotte, NC: $64,700 - $73,900 for Client Service Associate Plano, TX: ... + At least 1 year of experience in customer service , client services , business process...$64,700 - $73,900 for Client Service Associate Richmond, VA: $64,700 - $73,900… more
- WTW (Dallas, TX)
- …development and execution on Middle Market house accounts. The Associate Client Advocate coordinates WTW resources to provide service and placement to ... **Description** The Associate Client Advocate (ACA) is responsible...+ Designs and delivers full client presentations/proposals, client advocacy reports, client service … more
- JPMorgan Chase (Plano, TX)
- …to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you contribute ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- S&P Global (Dallas, TX)
- …**Grade Level (for internal use):** 07 **S&P Market Intelligence** **The** **Role:** Graduate Associate Client Services **The Team:** The Wall Street Offices ... participating in product testing, product documentation, and providing valuable client feedback to the product teams. WSO Software is...a hosted software solution, or a fully outsourced managed service powered by Amazon Web Services (AWS).… more
- WTW (Dallas, TX)
- …Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within ... **Description** As a Senior Associate , you will be the primary point of...client -focused solutions. + Experience with upselling or identifying client needs to promote relevant services or… more
- Cognizant (Dallas, TX)
- …margin. Cognizant Technology Solutions is currently seeking a highly skilled ** Associate Director** level **Healthcare Provider IT** ** Client Relationship ... **Overview** Client Relationship Managers are key contributors to the...for further penetrating the account and cross-selling Cognizant's emerging services . . Drive profitable growth of the account relationship.… more
- S&P Global (Dallas, TX)
- …all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure ... client satisfaction. The Service Delivery Management team...Enterprise Data and Project Management. **Responsibilities and Impact** The Service Delivery Management Associate is an expert… more
- S&P Global (Dallas, TX)
- …eager to kickstart their careers on our Counterparty Manager (Reg and Compliance) Client Services **Responsibilities and Impact:** + Act as the primary point ... of contact for client inquiries via phone and email, ensuring timely and...to manage multiple tasks and meet deadlines. + Customer service or help desk experience is a plus. +… more
- HUB International (Dallas, TX)
- …+ Positive attitude toward client relations to provide exceptional, proactive client service + Demonstrated ability to manage multiple tasks and maintain ... of financial results + Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through… more
- Banfield Pet Hospital (Lewisville, TX)
- Opening Statement The Client Care Associate 's primary role is to provide clients general assistance related to Optimum Wellness Plans, services , billing, and ... the issue, and following up to ensure resolution. . Recommend potential products or services by recognizing and analyzing client needs. . Contribute to team… more