- 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 ... Ready to #MakeYourMark? **Apply now!** **To learn more about Client Services at ADP** , watch here:..._Responsibilities_ **What you can expect on a typical day:** ** Client Support .** You will help our clients… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... general account servicing inquiries. We also complete document translation services for internal partners and service clients...language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services .… more
- WTW (Dallas, TX)
- …field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within the financial services ... strategies, ensuring revenue growth within client accounts. ** Client Success & Techical Support ** + Assist...for validation. + Escalate technical issues to the Software Support / Service Desk when necessary, ensuring issues such… more
- 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 ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update...competing priorities daily in pursuit of business objectives + Support client communications and social media marketing… 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 ... exceptional client service . The Senior Client Service Associate reports directly...directly to the Financial Planner and manages the firm's client service operations, overseeing support … more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client ... financial data, and ensuring the smooth operation of our services . This role is situated within the wealth management...a Series 6 license. * Ability to provide excellent client service is a must. * Strong… more
- Woodforest National Bank (The Woodlands, TX)
- The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... and Veterans. **Job:** **Corporate* **Organization:** **Texas - Houston* **Title:** *Registered Client Service Associate * **Location:** *Texas-The Woodlands*… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... + High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education,… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- The ODP Corporation (Beaumont, TX)
- …logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a customer-centric environment, engagement with the ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more