- Public Consulting Group (Austin, TX)
- …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...This position may report to either a SBS COE Client Success Associate Director or a … more
- 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
- 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 ...projects as required. Operating at the intersection of financial services and technology, Principal builds financial tools that help… more
- JPMorgan Chase (Plano, 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 (League City, TX)
- …We are looking for a dynamic, customer-focused individual to join our team as a ** Client Service Associate (Teller)** at our **South Shore Banking Center** ... record. + Utilize knowledge of available bank products and services to expand and increase client relationships....security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service … more
- Zions Bancorporation (Bacliff, TX)
- …for a dynamic, customer-focused individual to join our team as a **Part-time Client Service Associate (Teller) - Trilingual (Spanish/Vietnamese/English)** at ... record. + Utilize knowledge of available bank products and services to expand and increase client relationships....security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service … 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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Zions Bancorporation (Dallas, TX)
- …best for our customers, our communities, and our employees. We're looking for a ** Client Relationship Associate ** to join our **Commercial Real Estate (CRE** ) ... + Assist with loan processing, closing and monitoring while providing quality service to allow loan personnel time for business development activities. + Assist… 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
- WTW (Houston, 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