Client Associate jobs in Texas

J
Client Service Associate/Administrative Assistant
  • J. Patterson Group, Inc.
  • Mansfield, TX
  • Client Services Associate/Administrative Assistant Job Summary : J. Patterson Group Inc., is a corporation offering investment guidance to high net worth families, retired financial advisors, and ...
  • yesterday

F
High Net Worth Service Associate - Greater Houston, TX
  • Fidelity Investments
  • Kemah, TX
  • ... associate and customer, and to creating a safe and respectful environment, in which everyone is ... Proven customer service, client support and problem resolution skills * You possess exceptional ...
  • yesterday

3
Appointment Services Associate
  • 3 Day Blinds
  • Dallas, TX
  • Our reputation as a leader in customer satisfaction starts with you as an associate with our ... Client Experience which is delivered in a manner that is both "personal" and "fast". For over 35 ...
  • yesterday

3
Customer Care Resolution Associate
  • 3 Day Blinds
  • Dallas, TX
  • We help transform our client's homes and work places by offering a wide variety of products that ... As a Customer Care Resolution Associate, you will ensure our internal and external clients receive ...
  • yesterday

S
Client Service Associate
  • Sovereign Wealth Advisors, LLC
  • Houston, TX
  • Description The Client Service Associate plays an important role in the back-office functioning of our team. With responsibility for the day-to-day operational duties of the team, the CSA helps keep ...
  • 2 days ago

C
Client Success Associate
  • Catapult Health
  • Dallas, TX
  • The Client Success Associate supports our employer and health plan clients and works with the Client Success team to support overall client management including new and renewal implementations ...
  • 2 days ago

C
Associate Sales Support
  • Control Risks
  • Houston, TX
  • Support account management teams in the creation and maintenance of client account plans and ... Act as "sales associate" in a remote client-facing manner, as required. * Support initiatives for ...
  • 3 days ago

S
Client Services Associate
  • Sparks Group
  • Irving, TX
  • *Job Summary/Company*: Customer Service Phone Representatives. Inbound/Outbound customer service calls assisting customers with tax questions related to their mortgage and home. NO SALES. You will ...
  • 6 days ago

Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast. Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$42,987 to $54,839

Client Associate
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
March 10, 2021
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
February 21, 2021
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
February 03, 2021
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
January 19, 2021
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
January 16, 2021
Build solid working relationships with team members, acting as a resource for others whenever possible.
December 27, 2020
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
December 07, 2020
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
November 30, 2020
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
October 24, 2020
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
October 10, 2020