- 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
- HUB International (Austin, TX)
- …integrity and building success by developing relationships with others **Job purpose:** The Client Service Associate provides essential support to the ... records, coordinating schedules, and supporting both the advisor and clients, the Client Service Associate plays a critical role in delivering a high-quality… 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 ... 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
- 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 Red Bluff Banking Center in ... 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 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
- Citigroup (San Antonio, TX)
- …advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing and supporting ... 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
- 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
- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… 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
- ADP (El Paso, TX)
- ADP is hiring ** Associate Client Support Consultants.** Monday-Friday, hybrid work arrangement. + _Are you ready to join a company offering career advancement ... 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
- REMOVERY LLC (Austin, TX)
- …Client Services Specialist to join our Contact Center Team! Reporting directly to the Client Service Manager, this associate will have experience in a ... addition to exceptional communication and multitasking skills. This is an elevated Client Service role which will focus on assisting current clients by phone,… 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
- 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 (Pearland, TX)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... 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
- Citigroup (San Antonio, TX)
- The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... services + Directly responsible for providing timely responses to client service requests, received via email, Salesforce...client issues owned end to end by the associate and treated with a closed loop process +… more
- WTW (Houston, 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