- ADP (El Paso, TX)
- …creation and accomplishment of financial plans and objectives, operating plan initiatives, client experience , associate engagement, associate retention, ... initiatives in the portfolio by meeting or exceeding established metrics + Responsible for Client Experience and Engagement + NPS focus and goal attainment on… more
- ADP (El Paso, TX)
- …on forecasts supporting all client channels, back office requirements while balancing client & associate experience strategies and region requirements. + ... staff (occurs 90% of the time). Schedule options must balance the associate & client experience , back office and region requirements. A strong recommendation… more
- Capital One (Plano, TX)
- …associates are on the frontline, delivering on our commitment to provide a beautiful client experience . We are growing and looking for great customer focused ... Principal Associate , Client Services Are you looking...escalations are communicated to senior leadership. + Own the client experience in all interactions including detailed… more
- Capital One (Plano, TX)
- …associates are on the frontline, delivering on our commitment to provide a beautiful client experience . We are growing and looking for great customer focused ... Senior Associate , Client Services Are you looking...individual's responsibilities will include: **Responsibilities** **:** + Own the client experience in all interactions including detailed… more
- Bank of America (The Woodlands, TX)
- Advisor Development Program Client Associate : Greater Houston, TX The Woodlands, Texas **To proceed with your application, you must be at least 18 years of ... Client - Associate --Greater-Houston--TX\_25045765) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a… more
- WTW (Richardson, TX)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- Kestra Financial (San Antonio, TX)
- … client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational ... Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play...proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with financial planning and reporting software preferred. +… 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...along with a minimum of 3 years executive administrative experience ; financial services industry experience a plus… more
- Wells Fargo (San Antonio, TX)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... prior experience , you anticipate and proactively seek resolutions to client and business-related issues + Demonstrate seasoned judgment by handling complex… 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 creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...+ Provide a high level of customer service. **Education/Previous Experience ** + High School Diploma or equivalent and one… more