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Client associate Jobs in Houston, TX

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Client associate • houston tx

Last updated: 11 hours ago

Client Service Associate

GrahamHouston, TX
Full-time +1
Quick Apply

REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...Show more

Senior Client Service Associate

Westwood Holdings Group, Inc.Houston, TX, United States
Full-time

Senior Client Service Associate.Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries.The firm speci...Show more

Client Account Associate

alliantgroupHouston, TX
Full-time

You will be responsible for client outreach on receivables and help create solutions to resolve client questions.This role requires a tenacious individual with a growth mindset, capable of adapting...Show more

Client Service Associate

Bank of TexasHouston, TX, US
Full-time

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader.Work with amazing, energetic team members and a company dedicat...Show more

Registered Client Service Associate

00015 Ameriprise Financial Services, LLC.Houston, Texas
Full-time +1

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer ded...Show more

Associate Client Service Manager

EmpyreanHouston, TX, United States
Full-time

Associate Client Service Manager.The Associate Client Service Manager is accountable for the client satisfaction, relationship and resources for aligned clients.A typical client alignment consists ...Show more

Asset Management - Private Equity Client Operations Associate - Associate

JPMorgan ChaseHouston, TX, United States
Full-time

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institut...Show more

Senior Tax Associate Private Client Services

AndersenHouston, TX, United States
Full-time

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!.At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation,...Show more

 • New!

Client Service Associate

BOK FinancialHouston, TX, US
Full-time

Pay Transparency Salary Range:.BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Private Wealth, Inc.BOKF, NA operates TransFund and Cavanal Hill Invest...Show more

Registered Client Service Associate-Houston, TX

Raymond JamesHouston, TX
Full-time

Registered Client Service Associate-Houston, TX-2403464.Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James i...Show more

Client Services Associate

TradeJobsWorkforce77020 Houston, TX, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide...Show more

 • Promoted

Client Retention Associate

alliantgroupHouston, TX
Full-time

You will also develop a strong understanding about our firm’s mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partner...Show more

Associate Client Advocate

Willis Towers Watson PlcHouston, TX, United States
Full-time

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive...Show more

Senior Client Operations Associate

Willis Johnson & AssociatesHouston, TX, United States
Full-time

Senior Client Operations Associate.Reporting to the Client Operations Manager, the Senior Client Operations Associate serves as a senior team lead within the Client Operations group.This individual...Show more

Client Engagement Senior Associate, Tax Operations

CroweHouston, TX, United States
Full-time

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show more

Associate Client Advocate

WTWHouston, TX, United States
Remote
Full-time

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.With roots dating to 1828, WTW has 40,000 employees serving more...Show more

Senior Client Operations Associate

Willis Johnson WealthHouston, TX, US
Full-time
Quick Apply

Reporting to the Client Operations Manager, the Senior Client Operations Associate serves as a senior team lead within the Client Operations group.This individual is responsible for owning key clie...Show more

Senior Associate, CLO Client Reporting

Bank of New York MellonHouston, TX, United States
Full-time

Senior Associate, CLO Client Reporting.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart ...Show more

Client Retention Associate

alliantgroupHouston, TX, United States
Full-time

As a client retention associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills.You will also develop a strong understandi...Show more

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Client Service Associate

Client Service Associate

GrahamHouston, TX
30+ days ago
Job type
  • Full-time
  • Permanent
  • Quick Apply
Job description

Position: REMOTE - Client Service Associate
Status: Full-Time Hourly (40 hours)
Hours: Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch

* Phenomenal customer service, written, and verbal communication skills*


ABOUT THE ORGANIZATION:


This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a permanent position based on business needs. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. This role is essential as it serves as the primary point of contact for clients, ensuring their inquiries and problems are addressed promptly and effectively. The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services.

Note:
This is not a call center position. On an average day, you will have approximately 20 calls. The majority of communication between the Client Service Associate and the client is done through email or chat.

COMPENSATION & BENEFITS:

  • Temporary job opportunity in a very reputable organization
  • Paid Sick Time
  • Paid Vacation
  • Health insurance, medical and dental
  • Free FinFit Financial Wellness Benefit
  • Free Personal Financial Training Library Benefit
  • Shopping Discount Program, Workplace Advantage
  • Employee Assistance Program
    • Counseling
    • Legal & Financial Consultations
    • Pharmacy Discount Card


ESSENTIAL FUNCTIONS and RESPONSIBILITIES:

  • Provide fast and friendly support to clients, addressing inquiries and resolving issues in a timely manner.
  • Understand client inquiries and problems thoroughly, troubleshoot effectively, and deliver optimal solutions.
  • Act as the primary point of contact for clients who do not have a dedicated support person assigned to their accounts.
  • Advocate for clients' needs and preferences within the organization, ensuring their voices are heard and their concerns are addressed.
  • Connect clients with the appropriate resources and departments to resolve issues and fulfill requests.
  • Gather and report client sentiment and feedback to relevant stakeholders, contributing to the improvement of products and services.
  • Collaborate with other teams within the organization to ensure seamless client experiences and effective problem resolution.


EXPERIENCE AND REQUIRED QUALIFICATIONS

  • Exceptional communication skills, both written and verbal
  • Strong organization and filing abilities.
  • Strong organizational skills with a keen attention to detail
  • Proficiency in Microsoft Office Suite, particularly Excel and Word
  • Ability to prioritize tasks and manage time efficiently in a fast-paced environment.
  • Previous experience in a customer support role preferred.
  • Strong computer literacy (email, word processing, video conferencing,
  • online research, CRM, and software navigation.
  • Ability to maintain confidentiality and handle sensitive information with discretion.


PHYSICAL DEMANDS

  • This position routinely utilizes standard office equipment such as laptops, computers, phones, photocopiers, and filing cabinets, in a home office as well as an in-person office environment.
  • Ability to lift/move up to 20 pounds.
  • This position is generally performed in a professional office setting; 70% sitting, 20% standing, and 10% walking.
  • The physical requirements described are representative of those that must be met to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with a qualifying disability to perform the essential functions.


GENERAL INFORMATION: Applicants are assured of equal consideration regardless of race, age, color, religion, national origin, gender, GINA, political affiliation, membership or non-membership in employee organization, marital status, physical handicap which has no bearing on the ability to perform the duties of the position.