- 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 ... service . The Senior Client Service Associate reports directly to the Financial ...business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of… more
- Charles Schwab (Westlake, TX)
- …administration, or related area; bachelor's degree is preferred. + 2+ year of customer service experience, preferably in financial services ; 1+ years of ... on site in the specified location(s)._ As a **International Client Service Associate** , you will ...shifts will also support our clients within Stock Plan Services . Our team consists of a **diverse**… more
- Charles Schwab (Westlake, TX)
- …employees of our corporate clients to achieve their financial goals. Specifically, the SPS Client Services team plays a vital role in the delivery of our ... implementation through to ongoing administration of the plan. The Client Services team is expected...for our corporate clients and their employees. As a ** Client Service manager** in SPS you will… more
- Matter Family Office (Dallas, TX)
- …initiatives Qualifications + You have a minimum of four years in the financial services industry, including significant client -facing experience. + You ... on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and...flow management. + You have been part of a client team where you drove financial… more
- Truist (San Antonio, TX)
- …coaching and motivating teammates, to fulfill the Purpose Mission and Values for client 's financial success and team empowerment. 6. Partnership with ... and instill the Purpose, Mission and Values in the team and in support of the Truist culture. 2....and related training or experience. 2. Two years of financial services and consumer/small business expertise or… more
- Capital One (Plano, TX)
- …GED or equivalent certification + At least 3 years of experience in client services , customer service , business process management, project management, ... of the most impactful groups within CCO is the Client Solutions team . The Client ...or Military experience + 4+ years of experience in client services or customer service … more
- Capital One (Plano, TX)
- …High School Diploma, GED or equivalent certification + At least 2 years of experience in client services or customer service + At least 2 years of experience ... Senior Associate, Client Services Are you looking for.... We are currently searching for a Senior Associate, Client Service . **Ideal Candidate** **:** At the… 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 ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update...with a minimum of 3 years executive administrative experience; financial services industry experience a plus +… more
- Mass Markets (Dallas, TX)
- …+ Associates Degree or higher is a plus + Relevant experience in banking or financial services is a plus + Experience with data-entry utilizing a computer - ... POSITION OVERVIEW CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS...document call resolution in appropriate systems + Strictly follow client process for handling financial issues and… more
- Mass Markets (Killeen, TX)
- …industries, including healthcare, retail, government, education, telecom, technology e-commerce, and financial services . Our contact centers are powered by both ... success of a globally expanding, industry-leading organization. We are looking for a client -focused and relationship-driven Client Services Manager to serve… more
Recent Jobs
-
Cart Attendant
- Walmart (Washington, PA)
-
Stellantis Security Officer
- Securitas Security Services USA, Inc. (Dundee, MI)
-
OB/GYN Physician (MD/Do) - Unc Women's Health at
- UNC Health Care (Eden, NC)
-
Home Economics-Personal Development/Growth: Adjunct / Substitute Instructor POOL (non-credit)
- San Diego Community College District (San Diego, CA)