- 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)
- Step into the role of a Client Service Associate within our Global Banking and become an integral part of our clients' success stories. As the primary point ... in the ever-evolving world of commercial banking. As a Client Service Associate at JPMorgan... environment. + Engage in strategic planning to align client services with organizational goals and … 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
- Zions Bancorporation (Dallas, TX)
- …will play a key part in supporting relationship managers, ensuring exceptional client service , and helping drive business growth through operational excellence ... here you grow. We are seeking a motivated and client -focused Client Relationship Associate to...and close accounts, update signer information, and perform notary services as needed. + Monitor and manage reporting exceptions,… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...environment. * High School Diploma or Associate 's degree required * Previous experience in financial services a… 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
- Zions Bancorporation (Addison, TX)
- …are looking for a dynamic, customer-focused individual to join our team as a Part-time Client Service Associate (Teller) at our Addison Banking Center in ... record. + Utilize knowledge of available bank products and services to expand and increase client relationships....security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service … 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
- WTW (Dallas, TX)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Black & Veatch (Dallas, TX)
- ** Associate Client Advisory Partner Electric & Gas (Northwest Region)** Date: May 27, 2025 Location: US Seattle, WA, US Company: Black & Veatch Family of ... diverse talents and perspectives to use. **Job Summary** The Associate Client Advisory Partner will have the...Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to… 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
- WTW (Richardson, TX)
- …strategic relationship management and consultative services to clients. The Lead Associate will work within the Individual Marketplace service line and will ... associates including consultants, actuaries, and other client -facing associates to ensure client satisfaction. The Lead Associate must be a subject matter… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As an **International Associate , Client Service Specialist** , you will service international (non-US residents) and domestic ... in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language… more
- Truist (Fort Worth, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… 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
- 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
- JPMorgan Chase (Plano, TX)
- …for JP Morgan Chase Clients from around the world. As an International Client Onboarding Associate within the Global Corporate Bank, you will lead ... and maintain strong relationships with key partners in Relationship Management, Sales, Service , Operations and Product Management + Manage client and partner… more
- WTW (Dallas, TX)
- …standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter experts ... **Description** As a Health and Benefits Associate Director, you will lead client ...of client deliverable to ensure alignment to client objectives, leverage of optimal WTW services … more