- Public Consulting Group (Austin, TX)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress...ability to lead virtual and in-person sessions. + Special education including knowledge of IEP goal development, service… more
- Texas A&M University System (College Station, TX)
- Job Title Customer Service Associate I - Small Animal Client Liaison Agency Texas A&M University Department Vet Med-Teaching Hospital Proposed Minimum Salary ... Animal Teaching Hospital as a Customer Service Associate I - Small Animal Client Liaison!...Qualifications + High School Diploma or equivalent combination of education and experience + Two years in general office… more
- 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 ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... service experience, or an equivalent combination of experience, education , and/or training as approved by Human Resources. **Licenses/Certifications** + SIE… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...cohesive team. + Provide a high level of customer service . ** Education /Previous Experience** + High School Diploma… more
- Public Consulting Group (Austin, TX)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... sector solutions implementation and operations improvement firm that partners with health, education , and human services agencies to improve lives. Founded in 1986,… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to...verbally and in writing. * CRM knowledge a plus. Education and/or Experience * The ideal candidate will have 2+ ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- Principal Financial Group (Waco, TX)
- **What You'll Do** As a ** Client Service Associate ** , you'll put your communication skills and attention to detail into action and help make a positive ... timing requests, and routine employee data, while delivering excellent client service . + Ensuring client ...roles will be based upon geographic location, work experience, education , licensure requirements and/or skill level and will be… more
- Truist (Fort Worth, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more