Client associate • houston tx
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
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.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
Senior Associate, Client Processing - Loans Enablement.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services compa... Show more
Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio... Show more
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
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
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
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
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
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
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational ex... Show more
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
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
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.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
Work From Home Financial Services Position.Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you pa... Show more
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
The average salary range is between $ 40,075 and $ 72,800 year , with the average salary hovering around $ 53,167 year .
The average salary range is between $ 39,000 and $ 79,995 year , with the average salary hovering around $ 50,647 year .
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. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
