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Client associate Jobs in Plano, TX

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Client associate • plano tx

Last updated: 1 day ago

Client Success Manager

TradeJobsWorkForce75252 Dallas, TX, US
Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more

 • Promoted

Client Service Specialist

BOK FinancialPlano, TX, United States
Full-time

For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest ba... Show more

MBR Client Support

Injury Management Organization, IncPlano, TX, USA
$39,000.00 yearly
Full-time
Quick Apply

Join Injury Management Organization, Inc.Full-Time MBR Client Support Specialist in Plano, TX, where your friendly communication skills will shine.In this dynamic hybrid role, you will engage with ... Show more

Client Support Manager

OnbePlano, TX, United States
$79,200.00–$89,250.00 yearly
Full-time

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for "on behalf.Because that's exactly how we work: on behalf of our clients, as their comprehensive... Show more

Client Relationship Associate

R&R Human Resources SolutionsPlano, TX, US
Full-time
Quick Apply

Atlas Advisory Group , a boutique wealth management firm, located in Plano, TX , is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals... Show more

Client Management Intern

Jellyfish Digital Group LimitedAddison, TX, United States
Full-time

Jellyfish Internship Opportunity.At Jellyfish, we believe in the power of diverse perspectives and inclusive collaboration.We welcome individuals who excel in collaborative, varied teams and value ... Show more

Client Services Manager

Loss Prevention Services (MS), LPPlano, TX, United States
Full-time

Our company is looking for a Client Services Manager.This person will be responsible for ensuring a positive and seamless experience for our clients throughout their interactions with the company.T... Show more

Client Specialist

KnitWell GroupPlano, TX, United States
Full-time +1

Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual... Show more

US Private Bank Employee & Client Experience Program Manager Associate

ChasePlano, TX, United States
Full-time

The Program Manager will aggregate and analyze feedback from multiple listening postsincluding Tell Us, client complaints, and survey programsto identify trends, root causes, and emerging pain poin... Show more

Client Support Specialist

PrideStaffPlano, TEXAS, US
$21.00 hourly
Temporary

Weeks 1–6 are M–F, 8:00 AM – 5:00 PM.Most likely 9:00 AM – 6:00 PM or 10:00 AM – 7:00 PM (flexible between 7:00 AM – 7:00 PM).Support an app-based solution that improves financial wellness and help... Show more

Client Service Associate

JPMorgan Chase Bank, N.A.Plano, US
Full-time

Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more

Embedded Finance Client Solution Associate - Payments - Senior Associate

JPMorgan ChasePlano, TX, United States
Full-time

Senior Product Solutions Associate In Embedded Payments.Make your mark in an innovative product through impactful client collaboration and crafting exceptional solutions that cater to clients' need... Show more

Client Consultant

Alpine Legacy GroupWylie, TX, US
Full-time

At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, g... Show more

Client Service Associate

J.P. MorganPlano, Texas, US
Full-time

Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more

Remote Client Support Associate Entry Level

AO Globe LifeGarland, TX, US
Remote
Full-time
Quick Apply

AO Globe Life is seeking experienced professionals to join our fully virtual team, supporting union members and credit union clients nationwide.These individuals have requested information about co... Show more

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent AdvisorPlano, TX, US
Full-time
Quick Apply

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time.This position requires excellent customer service skills, problem... Show more

Client Success Associate

DebtBlueRichardson, TX, USA
$16.00–$17.00 hourly
Full-time
Quick Apply

Client Success Associate Richardson, TX • In-Office • Full-TimeCOMMUNICATE.Are you hungry for success ?DebtBlue is growing, and we're looking for Client Success Associates that know how to build re... Show more

Client Executive

C1Plano, TX, United States
$95,000.00–$125,000.00 yearly
Full-time

The Client Executive is responsible for selling all products and services offered in the C1 portfolio.This position must meet their assigned targets consistently while searching for growth opportun... Show more

Manager, Client Services

Data Analysis Inc.Plano, TX, United States
Full-time

Founded in 1973, O'Neil Digital Solutions (ODS) is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for a multitude of business verticals... Show more

Client Partner

ALTEN Technology USAPlano, TX, United States
$110,000.00 yearly
Full-time

We're ALTEN Technology USA, an engineering company helping clients bring groundbreaking ideas to lifefrom advancing space exploration and life-saving medical devices to building autonomous electric... Show more

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Client Success Manager

Client Success Manager

TradeJobsWorkForce75252 Dallas, TX, US
30+ days ago
Job type
  • Full-time
Job description

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retention. Lead group coaching call for clients in our program suite Creating OR curating content/curriculum for our students to grow their businesses. Reporting on total client count, satisfaction % based on feedback surveys, client success and other various metrics related to the overall client experience Handling escalations and refund requests when they arise and creating a refund or escalations response process for future consistency Curate or host group calls with guest experts/SME's for the benefit of the students. Updating client interactions within Infusionsoft/Pipedrive, (our CRMs) Responsible for the management client FB groups, including internal promotions, promo content, and virtual events. Managing updates to content for all programs, and training the CS team members on the curriculum. Also responsible for the promotion of content updates to the clients either through the FB groups, text blasts, or through email Manage a team of 2-3 people who can aid in client success in these key areas: Branding, Offer & Copywriting advice, Mindset/Fundamentals of business, Sales & Objection Handling, Media Buying/Paid Advertising, and Funnels. Managing involves: Hiring talent, training talent, managing & maintaining performance reviews/ratings of talent, managing execution & implementation groups (the system for clients to be held accountable and move through the program) Interview & manage case study material: Client interviews