- 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
- ADP (El Paso, TX)
- ADP is hiring an ** Associate Client Support Consultant.** + _Are you ready to join a company offering career advancement opportunities throughout your career ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more
- WTW (Dallas, TX)
- **Description** Provide day-to-day client service and risk management assistance on assigned accounts. Work with Program Manager, Client Advocate and ACS to ... WTW Wrap Administration System + Provide status reports to client 's project teams + Participate & lead status meetings...as well as in a team setting + Customer Service Skills + Presentation, organization & critical thinking skills… more
- Banfield Pet Hospital (Allen, TX)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about Optimum… more
- Banfield Pet Hospital (Pearland, TX)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... being a member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- WTW (Dallas, TX)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- WTW (Houston, TX)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Robert Half Finance & Accounting (Houston, TX)
- …is necessary. * Must hold a Series 6 license. * Ability to provide excellent client service is a must. * Strong communication and interpersonal skills are ... is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As...as needed * Handle outbound calls and emails to service clients professionally * Review and prepare comprehensive investment… 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
- Bank of America (San Antonio, TX)
- Wealth Management Client Associate San Antonio, 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