- HUB International (Austin, TX)
- The client service associate is a critical part of the HUB Investment Partners (HIP) team, responsible for delivering extraordinary client service , ... As one of the first associates a client connects with, the client service associate is instrumental in making sure clients have a positive experience… more
- JPMorgan Chase (Plano, TX)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with Financial… more
- Morgan Stanley (Dallas, TX)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Texas-Dallas* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (San Antonio, TX)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Texas-San Antonio* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (Austin, TX)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate **Location:** *Texas-Austin* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- JPMorgan Chase (Houston, TX)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- Raymond James Financial, Inc. (Austin, 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
- Zions Bancorporation (Friendswood, TX)
- …transform your career. Amegy Bank, here you grow. We are looking for a Part-time Client Service Associate (Teller) to provide top notch customer service ... 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
- Zions Bancorporation (Houston, TX)
- …transform your career. Amegy Bank, here you grow. We are looking for a Part-time Client Service Associate (Teller) to provide top notch customer service ... 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
- Zions Bancorporation (Conroe, TX)
- …We are currently seeking a dynamic and customer-focused individual to join our team as a Client Service Associate (Teller) to service our clients and ... 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
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senor Associates are a trusted member of the client 's team and… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Dallas, 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
- Public Consulting Group (Austin, TX)
- …. **Duties and Responsibilities** _Clients_ + Own and manage a client portfolio and cultivate relationships with state agencies and partners + ... Federal, state, and local Medicaid School-Based program policies + Leverage client communication and management tools, structures, and best practices, collaborating… 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
- ADP (El Paso, TX)
- ADP is hiring ** Associate Client Support** **Consultants** to provide client support to ADP's time keeping product. + _Are you ready to join a company ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more
- Banfield Pet Hospital (Spring, 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 (Cedar Park, 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 (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
- Banfield Pet Hospital (Plano, TX)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... being a member of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more