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Client associate Jobs in Plano, TX

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Client associate • plano tx

Last updated: 9 hours 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 Success Manager

InhabitPlano, TX, United States
Full-time

The Client Success Manager (CSM) is responsible for owning the end-to-end success of assigned client accounts utilizing the company's Learning Management System (LMS).Serving as the primary point o... Show more

 • New!

Associate Commercial Lines Client Service Manager (Middle Market)

GallagherPlano, Texas
Full-time

At Gallagher, we’re looking for a Property and Casualty licensed Associate Commercial Lines Client Service Manager to join our Middle Market Business team in Plano, TX.In this role, you’ll lead eff... Show more

Client Support Specialist

OnbePlano, TX, United States
$56,250.00 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 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 Success Senior Associate

ChasePlano, TX, United States
Full-time

Client Success Senior Associate.Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country.As a Client S... 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

Client Service Associate

JPMorgan ChasePlano, TX, United States
Full-time

Step into the role of a Client Service Associate and become an integral part of our clients' success stories.As the primary point of contact, you'll build strong relationships with high-level execu... Show more

Client Delivery Manager

NTT DATAPlano, TX, United States
Full-time

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us.If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.... Show more

National Client Executive

Reliance Standard Life Insurance CompanyAddison, TX, United States
$101,620.00 yearly
Full-time

The National Client Executive is accountable for all aspects of the customer experience with assigned national clients as well as managing and owning the overall client relationship.As the lead of ... Show more

Client Service Specialist

BOK FinancialPlano, TX, US
Full-time

Trading; Wealth Management Operations.Pay Transparency Salary Range:.BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Private Wealth, Inc.BOKF, NA oper... Show more

Client Engagement Senior Associate, Tax Operations

CrowePlano, TX, United States
Full-time

Client Engagement Specialist (CES).The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient and effective service delivery within the Tax Business Unit.This individual serv... Show more

Client Care Coordinator

Visiting Angels - Plano/LewisvillePlano, TX, US
Full-time
Quick Apply

Visiting Angels is looking for a In-Home Care Client Care Coordinator to join our team in our Plano/Lewisville office.MUST HAVE AT LEAST 2 YEARS OF IN-HOMECARE EXPERIENCE.Applicants may contact Age... 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 Manager Associate, Group Benefits - Premier Markets

Guardian Life InsurancePlano, TX, United States
$45,570.00 yearly
Full-time

Client Manager Associate, Premier.Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept ... 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

Associate Commercial Lines Client Service Manager (Middle Market)

Arthur J Gallagher & CoPlano, TX, United States
Full-time

Property And Casualty Licensed Associate Commercial Lines Client Service Manager.At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they'... Show more

Client Success Manager

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

As a Client Success Regional Manager, you will have the opportunity to lead a dynamic team, drive innovation, and transform the client experience.This role is your chance to shape the future of com... Show more

Client Executive III

Sierra Systems, An Ntt Data CompanyPlano, TX, United States
Full-time

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us.If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.... 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