- 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 ... make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate at JPMorgan Chase, you will play a pivotal role in… more
- Raymond James Financial, Inc. (Dallas, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Southlake, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… 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...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client 's team and… 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
- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… 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
- Banfield Pet Hospital (Allen, TX)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about Optimum… 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 ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) is responsible for...+ Designs and delivers full client presentations/proposals, client advocacy reports, client service … more
- WTW (Dallas, TX)
- …within our Transportation & Logistics 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
- 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.... Understand the customer's specific business needs and apply service / process knowledge to meet those needs, additionally, to… 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...internal teams to deliver tailored solutions. You'll also monitor client success metrics, share insights with product and research… more
- FREEMAN (Dallas, TX)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible ... and events that drive audiences to action. The integrated full- service solutions leverage a 97-year legacy in event management...client * Maintains knowledge of all products and service offerings and upsell to existing clients beyond current… 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 ... your career. Amegy Bank, here you grow. We are seeking a motivated and client -focused Client Relationship Associate to join our dynamic Commercial Banking… 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
- WTW (Dallas, TX)
- … activity at the program level. The ACA is a key member of the client service team, responsible for facilitating the delivery of program level strategy and ... program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client … more
- ADP (Dallas, TX)
- **ADP is hiring a 401(k) Client Service Manager.** Manages the day to day activities of a 401(K) client services team to ensure delivery of optimal ... receive accurate, professional and timely responses to inquiries/issues. Ensures seamless client service through regular interfaces with internal business… more
- Banfield Pet Hospital (Dallas, TX)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Garland, TX)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the… more