- 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
- 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
- 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
- WTW (Dallas, 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
- 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
- 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 ... 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
- WTW (Dallas, TX)
- …development and execution on Middle Market house accounts. The Associate Client Advocate coordinates WTW resources to provide service and placement to ... **Description** The Associate Client Advocate (ACA) is responsible...+ Designs and delivers full client presentations/proposals, client advocacy reports, client service … 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
- Bank of America (Fort Worth, TX)
- Registered Wealth Management Client Associate Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... 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
- S&P Global (Dallas, TX)
- …all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure ... client satisfaction. The Service Delivery Management team...Enterprise Data and Project Management. **Responsibilities and Impact** The Service Delivery Management Associate is an expert… 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
- Deluxe (Carrollton, TX)
- The Client Services Associate serves as the first point of contact when clients have escalated questions or issues to report. For assigned clients, would handle ... team. + Leads complex problem solving, identifying and implementing solutions for service trends, soliciting and understanding Client needs, and managing the… more
- S&P Global (Dallas, TX)
- …Level (for internal use):** 07 **S&P Market Intelligence** **The** **Role:** Graduate Associate Client Services **The Team:** The Wall Street Offices (WSO) ... This includes participating in product testing, product documentation, and providing valuable client feedback to the product teams. WSO Software is an integrated… more
- US Bank (Dallas, TX)
- …deeper client relationships. Will also work to support customer service inquiries and daily operational functions for assigned portfolio. Reviews and recommends ... position that aligns with their experience.** The Relationship Manager Sales Associate manages an assigned portfolio of municipal, corporate and/or commercial… more