- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...environment. * High School Diploma or Associate 's degree required * Previous experience in financial services a… more
- JPMorgan Chase (Sugar Land, TX)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
- Zions Bancorporation (Conroe, TX)
- …grow. We're seeking a dynamic, customer-focused professional to join our team as a ** Client Service Associate (Teller)** at our **Conroe Banking Center** in ... love to connect with you! **Key Responsibilities:** + Provide full- service banking services by accurately processing all...record. + Utilize knowledge of available bank products and services to expand and increase client relationships.… more
- Principal Financial Group (Waco, TX)
- **What You'll Do** As a **Sr. Client Service Associate ** , you'll grow and maintain positive relationships with our clients, while servicing their requests ... timing requests, and routine employee data, while delivering excellent client service . + Ensuring client ...projects as required. Operating at the intersection of financial services and technology, Principal builds financial tools that help… more
- Capital One (Plano, TX)
- Principal Associate , Client Services Are you...the team. We are currently searching for a Senior Associate , Client Service . At the Principal ... certification + At least 3 years of experience in client services , customer service , business...be regularly worked. Charlotte, NC: $93,400 - $106,600 for Client Service Principal Associate McLean,… more
- Capital One (Plano, TX)
- Senior Associate , Client Services Are...the team. We are currently searching for a Senior Associate , Client Service . **Ideal Candidate** ... certification + At least 2 years of experience in client services or customer service ...be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano,… more
- Principal Financial Group (Houston, TX)
- …Do** Are you passionate about making a difference in people's lives? As an ** Associate Client Relationship Consultant** , you'll play a key role in driving ... This position offers the opportunity to build meaningful relationships, deliver exceptional service , and directly influence both client outcomes and your… more
- Veritext Legal Solutions (Houston, TX)
- …legal videographers to ensuring transcripts are delivered on time and flawlessly accurate. In Client Services , you'll be the go-to expert for attorneys and legal ... legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service , and state-of-the-art conference spaces across North… more
- Caris Life Sciences (Irving, TX)
- …to and understanding client /customer needs and then delighting the client /customer by exceeding service and quality expectations. **Physical Demands** + ... Caris is where your impact begins.** **Position Summary** Our Client Billing Associates are responsible for charge entry on...(eg, medical, dental, legal, corporate, or similar) + Customer Service & Communication skills - written and verbal +… more
- JPMorgan Chase (Houston, TX)
- …managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a ... of large corporate or financial institution clients. As a Client Service Account Manager within the (X)...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… more