- Guidehouse (San Antonio, TX)
- …**:** Ability to Obtain Public Trust **What You Will Do** **:** As a ** Client Service Representative,** you will be responsible for responding to day-to-day ... **Job Family** **:** Administration Support and Clerical **Travel Required** **:** Up to 10% **Clearance Required**… more
- JPMorgan Chase (Plano, TX)
- Seeking a talented Business Enablement Workfront Administrator for the Global Bank (GB) Client Onboarding & Service (COS) team. You'll work daily with our ... our Business Enablement Workfront Administrator team to provide primary support and administration of our Workfront instance. Together you'll help to drive improved… more
- Truist (Fort Worth, TX)
- …general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a ... consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL...agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage… more
- ADP (El Paso, TX)
- …Innovation, Each Person Counts, Results-Driven, - Social Responsibility.** **POSITION SUMMARY:** Client Service Specialist is responsible for developing and ... and is the direct client contact for retirement plan services. The Client Service Specialist is responsible for communicating with clients regarding … more
- Raymond James Financial, Inc. (Georgetown, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and… more
- HUB International (Austin, TX)
- …+ Collaborate with Account Managers, Account Executives, and Producers to ensure efficient administrative support for client service delivery. + Identify ... and be part of a growing organization that values integrity, innovation, and service excellence. **Position Summary:** The Client Services Manager plays 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 ... financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- Bank of America (Austin, TX)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Sedgwick (Austin, TX)
- …Services Director **PRIMARY PURPOSE** : To determine account management strategies related to client service plans; to be responsible for retention of existing ... to renewal meetings. + Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs. + Negotiates changes or… more
- ADP (El Paso, TX)
- …You will acquire knowledge of industry methods to provide exceptional customer service to support internal and external clients and maximize their use of ... (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance… more