- Morgan Stanley (Dallas, TX)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Texas-Dallas* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… 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
- JPMorgan Chase (Plano, TX)
- …for the merchant clients of JPMorganChase, you have found the right team. As a Client Service Associate - Account Manager in Merchant Services you will ... be responsible for providing world class leading service to the unmanaged client population. You will support this diverse and complex client population by… more
- Zions Bancorporation (Dallas, 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
- Raymond James Financial, Inc. (Frisco, TX)
- …and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance ... * Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of...stressful situations and provide a high level of customer service in a calm and professional manner. * Partner… 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 (Lewisville, TX)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement, and maximum productivity. . Helping ... a member of the team. . Providing professional, efficient, and exceptional client service (lead by example), ensuring all associates do the same, including … more
- JPMorgan Chase (Plano, TX)
- …initiatives to Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding and ... training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise + Identify opportunities to develop and… more
- Bank of America (Frisco, TX)
- Wealth Management Client Associate Frisco, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- KPMG (Dallas, TX)
- … models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition...overseeing our Japanese and Korean bilingual staff + Maintain service focus centered on supporting Japanese and Korean headquartered… more
- JPMorgan Chase (Plano, TX)
- …change? If so, you have found the right team. As s Process Improvement Associate in Payments Client Service and Implementations (CS&I), you will ... + Facilitate monitoring and execute updates related to ongoing governance of Client Service and Implementations NorthStar Priorities and Initiatives + Project… more
- JPMorgan Chase (Plano, TX)
- …Interest rules, Managed Accounts and Employee Benefit Programs + 2+ years' experience with Client Service / Contact Center solutions + 2+ years' experience with ... options to achieving their retirement goals. A successful Retirement Client Consultant will have a service and acquisition mindset, as they help to assist and… more
- JPMorgan Chase (Dallas, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- CBRE (Dallas, TX)
- LP - Associate , Private Client Program Job ID 171317 Posted 10-Jun-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... Dallas - Texas - United States of America **About the role** CBRE's Private Client Program is a unique opportunity to join the world's leading organization in… more
- Aveanna (Dallas, TX)
- Client Relations Associate ApplyRefer a FriendBack Job Details Requisition #: 195676 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...Essential Job Functions Make outbound calls to clients Coordinate service or product delivery with local teams Supporting the… more
- CROSSMARK (Lewisville, TX)
- …professional image through grooming, dress, attitude, and actions. + Cooperate with all Client Service Managers, team members, and office staff in the execution ... Primarily responsible for developing the sales plan with the client for retail operations execution at the store level....with clients. + Recap retail activity and communicate to client contact. + General correspondence with client .… more
- JPMorgan Chase (Plano, TX)
- …help expand your knowledge, skills, and abilities. You have found the right team. As a Client Tax Associate II in the Merchant Services team, you will be part of ... the operating and systems environment + Provide support to salespersons, customer service , account executives and partner channels to respond to customer questions… more
- WTW (Richardson, TX)
- …providing strategic relationship management and consultative services to clients. The Senior Associate will work within the Individual Marketplace service line ... actuaries, and other client -facing associates to ensure client satisfaction. The Senior Associate must be...successful adoption of the Marketplace solution. + Consult on service , communication, and funding strategies to various levels of… more
- Banfield Pet Hospital (Allen, 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
- Siemens (Plano, TX)
- …improving buildings; it's about creating perfect places that improve people's lives. Our ** Client Service Managers** manage a portfolio of service agreements ... for profit and loss of these agreements. **Why is this so important?** As a Client Service Manager, ensuring the financial performance of our service … more