- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and manages the… 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
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client 's team and deeply… more
- Raymond James Financial, Inc. (Dallas, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Raymond James Financial, Inc. (The Woodlands, TX)
- …in hard work, integrity, and a collaborative approach to each day. We are seeking a Client Service Associate with shared values to join our team. The ideal ... team. They are a lifelong learner and share our client -centric vision. We offer a competitive benefits package and...stressful situations and provide a high level of customer service in a calm and professional manner + Analyze… 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 half… more
- Zions Bancorporation (Pasadena, TX)
- …are looking for a dynamic, customer-focused individual to join our team as a Part-time Client Service Associate (Teller) at our South Shaver Banking Center ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...and client information. + Meet with Branch Service Manager and/or Branch Manager daily to discuss progress… more
- Raymond James Financial, Inc. (Houston, TX)
- …relating to transactions at the counter. Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it. Greet ... has the relevant information to support follow-up sales and service actions. Carry out standard customer service ...to start sales conversations that offer value to the client . Works at a basic level to navigate customer… more
- Raymond James Financial, Inc. (Houston, TX)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Capital One (Plano, TX)
- …agreed upon number of hours to be regularly worked. Charlotte, NC: $64,700 - $73,900 for Client Service Associate Plano, TX: $64,700 - $73,900 for Client ... Service Associate Richmond, VA: $64,700 - $73,900 for Client Service Associate Candidates hired to work in other locations will be subject to the pay… 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 (Houston, TX)
- …a portfolio of large corporate clients, this could be the role for you! As a Client Service Account Manager within the Natural Resources team, you will support a ... organization acts as a central point of resolution to support the client 's business operations, identify product/ service gaps and development opportunities, and… more
- Robert Half Legal (Galveston, TX)
- …involves working within a dynamic litigation team, providing top-notch legal representation and client service . The Associate will be expected to ... Description We are offering an exciting opportunity for an Associate in the legal industry, located in Galveston, Texas. The role… more
- WTW (Houston, 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 engagements involving the design and management of the full array of health and… more
- Banfield Pet Hospital (Houston, TX)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... to ensure compliance. . Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education… more
- Banfield Pet Hospital (Mckinney, TX)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include...performance in Optimum Wellness Plan growth, market penetration and client and associate retention. Manage overall labor… more
- Citigroup (San Antonio, TX)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...issues will be owned end to end by the associate and will be treated with a closed loop… more
- WTW (Dallas, TX)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Lead Health and Benefits Associate you will contribute to a wide variety...with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You… 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