- Kestra Financial (Plano, TX)
- The Client Service Associate reports...Education and/or Experience * The ideal candidate will have 2 + years of experience in administrative support in a ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- Capital One (Plano, TX)
- …customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . **Ideal Candidate** **:** At the Senior ... At least 2 years of experience in client services or customer service + At...be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano,… more
- Zions Bancorporation (Houston, TX)
- …seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **Vintage Park-Louetta Road ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...maintaining professionalism. **Work Schedule:** + Monday-Friday, 10:00 AM - 2 :00 PM + Saturday, 8:45 AM - 1:15 PM… more
- Truist (Houston, TX)
- …servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Capital One (Houston, TX)
- …with Client Services, Implementations, and other partner teams + Routes client service issues to appropriate partners for completion, and communicates ... Senior Associate , Treasury Management Associate Aligned to... years of financial services, commercial bank operations or client service experience **Preferred Qualifications:** + Bachelor's… more
- University of Texas Rio Grande Valley (Rio Grande, TX)
- …mental health, rehabilitation counseling, addictions counseling, or a closely related field with at least 2 years in direct client service . 2 . Evidence ... addictions counseling, or a closely related field with at least 3 years in direct client service . 2 . At least 3 years of full-time teaching experience… more
- Capital One (Plano, TX)
- …Capital One reserves the right to request proof of internet provider, speed and service package from the associate . Requirements are subject to change, as new ... Associate , Tax Credit Operations (New Market Tax Credit)...Establish and maintain Customer Satisfaction through positive and constructive client relations **Role Expectations:** + Delivers quality work and… more
- HUB International (Austin, TX)
- …programs + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to manage multiple tasks and maintain the ... furthering the service of clients, as needed **Work experience:** + 2 + years of related tax preparation experience **Education/Licensing:** + Associate 's or… more
- BlackRock (Dallas, TX)
- …preferred Client Management + 2 + years of experience in client management/ service as a financial consultant, auditor, investment advisor, or other ... **About this role** **Role Overview:** As a **FAIR Associate ** within the FAIR team, you will be...plan and manage multiple projects/ clients while maintaining excellent client service and on-time delivery For Dallas,… more
- JPMorgan Chase (Plano, TX)
- …firm-wide bank coverage team and JPMorgan Payments Treasury Services to ensure seamless service and support. As an associate Relationship Manager, you will be ... management. You have found the right team. As an Associate Relationship Manager within the Technology, Media & Telecoms... relationships through effective use of relationship management and client consulting skills + 2 + years of… more