- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories. As the primary point ... make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate at JPMorgan Chase, you will play a pivotal role in… 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 ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… 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 ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- Capital One (Plano, TX)
- …customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . At the Principal Associate level, you ... of hours to be regularly worked. Charlotte, NC: $93,400 - $106,600 for Client Service Principal Associate McLean, VA: $102,700 - $117,200 for Client… 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 ... upon number of hours to be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano, TX: $78,400 - $89,500 for Client … more
- Vanguard (Dallas, TX)
- …exceptional client service looks like? Join our team of "crew" as a Client Service Excellence Center associate ! About this Job: At Vanguard, we have ... the best chance for investment success, join our team of "crew" as a Client Service Excellence Center associate ! At Vanguard, we believe in supporting our… more
- JPMorgan Chase (Plano, TX)
- Join the Client Onboarding & Service (COS) group within JP Morgan, responsible for transforming end-to-end service and onboarding support for Commercial & ... improvements in a fast-paced, global environment. As a Business Management Senior Associate within the Commercial & Investment Bank COS group, you will support… more
- Principal Financial Group (Addison, 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
- 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
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