- WTW (Houston, TX)
- …and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all ... day to day contact for clients + Proactively advising clients and providing superior client service + Contributing to the creation of benefit plan analysis,… more
- WTW (Austin, TX)
- …simultaneously and produce quality deliverables on time and within budget + Strong client service orientation and ability to respond to all communications ... **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
- HUB International (Houston, TX)
- …the insurance community. **General Description (SUMMARY, Scope, Purpose):** The Personal Lines Account Associate is responsible for assisting Personal Lines ... accuracy + Sets- up and maintains new and renewal client files + Participates in the renewal preparation process,...Account Manager or Producer + Provides quality customer service to clients, team members, and carriers + Prepares… more
- Raymond James Financial, Inc. (Georgetown, 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
- 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
- Wells Fargo (Texarkana, TX)
- …for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Bank of America (Austin, TX)
- Wealth Management Client Associate Austin, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare… more
- Xerox (Dallas, TX)
- Copy / Print / Mail Client Support Associate - Dallas-Fort Worth, TX **General Information** Press space or enter keys to toggle section visibility City Coppell, ... Individual Contributor Job Type Experienced Job Field DELIVERY_ACCOUNT_OPERATIONS Seniority Level Associate Currency USD - United States - US Annual Base Salary… more
- AON (Houston, TX)
- …opportunities unique to the energy sector. What Your Day Will Look Like: + Support Account Executives and Associate Account Executives on energy and natural ... resources accounts, managing vital client service processes for organizations in oil...sector. What Your Day Will Look Like: + Support Account Executives and Associate Account … more
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