- Unknown (Fort Worth, TX)
- …Consulting & Professional Services Outsourcing Artificial Intelligence Business Services Digital Intelligence Digital Technology EXL EXL Service Management ... Associate Vice President, Presales Consultant, Healthcare Solutions About...financial management travel transportation and logistics banking and financial services operations & process excellence utilities analytics digital transformation… more
- JPMorgan Chase (Houston, TX)
- …love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for ... of large corporate or financial institution clients. As a Client Service Account Manager within...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… 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
- 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 ... exceptional client service . The Senior Client Service Associate reports directly...of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …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...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- Raymond James Financial, Inc. (Dallas, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...the financial advisors and branch office. * Opens new client accounts, researches client and security information… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… 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...environment. * High School Diploma or Associate 's degree required * Previous experience in financial services a… more
- Zions Bancorporation (Spring, TX)
- …you grow. We're seeking a dynamic, customer-focused professional to join our team as a ** Client Service Associate (Teller)** at our **Old Town Spring Banking ... love to connect with you! **Key Responsibilities:** + Provide full- service banking services by accurately processing all...record. + Utilize knowledge of available bank products and services to expand and increase client relationships.… more
- Zions Bancorporation (La Porte, TX)
- …currently seeking a dynamic and customer-focused individual to join our team as a **Part-time Client Service Associate (Teller)** to service our clients ... an acceptable balancing record. + Utilize knowledge of available bank products and services to expand and increase client relationships. + Identify and address… more
