- 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. (Fort Worth, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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
- 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)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at **wtwco.com** . The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- WTW (Dallas, TX)
- …within our Retail & Distribution 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
- WTW (Richardson, TX)
- …providing strategic relationship management and consultative services to clients. The Lead Associate will work within the Individual Marketplace service line and ... associates including consultants, actuaries, and other client -facing associates to ensure client satisfaction. The Lead Associate must be a subject matter… more
- Bank of America (Fort Worth, TX)
- Wealth Management Client Associate Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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
- 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
- JPMorgan Chase (Plano, TX)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- UNUM (Plano, TX)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training...retention. The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their… more
- JPMorgan Chase (Plano, TX)
- …+ Experience with intelligent automation tools such as Alteryx + Advanced client service and communication skills + Excellent analytical, problem-solving, and ... your career to the next level! As a Data Analyst - Information Reporting, Client Tax Associate within the Client Tax Operations team, you will utilize your… 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