Client Service Associate

Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Perfor Client Service, Associate, Service, Support, Client Relations, Retail, Banking

Description Responsibilities The Client Service Associate serves a critical role in our Private Wealth Operations. Responsibilities include: Serve as the day-to-day point of contact for our clients including researching and resolving issues, initiating deposits and disbursements, and responding to other inquiries or needs. Support Private...

Gessner Wealth Strategies, LLC, is an independent wealth management firm in Houston, TX, where financial planning and client service comes first. We are seeking a full-time experienced Client Service Associate to join our team. We have a strong culture, competitive salary, and an upbeat workplace that make our firm an outstanding employer of choice. Find out...

Gessner Wealth Strategies, LLC, is an independent wealth management firm in Houston, TX, where financial planning and client service comes first. We are seeking a full-time experienced Client Service Associate to join our team. We have a strong culture, competitive salary, and an upbeat workplace that make our firm an outstanding employer of choice. Find...

United States - Texas - Business management, administration and support - Global Wealth Management **Job Reference #** - 295788BR **City** - Houston **Job Type** - Part Time **Your role** - Are you truly service oriented? Do you know how to take care of people? - We’re looking for a Client Associate to: - keep management systems up-to-date with client...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...

Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable...

We are seeking an experienced Client Service Representative to join our team. At VCA Jones Road Animal Hospital, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable yet highly...

Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet...

We are seeking an experienced Client Service Representative to join our team. At VCA Jones Road Animal Hospital, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly professional...

Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...

Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...

Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Jones Road Animal Hospital, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a...

Your role * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials *...

This position is located at 1400 Post Oak Blvd, Houston, Texas. Responsible for the general servicing and support of the International Financial Advisors. This includes administrative and operational support, business development assistance, and pro Client Service, International, Spanish, Bilingual, Financial Advisor, Associate, Banking, Education

Kelly is seeking an experienced Purchasing/Procurement Client Services Representative to join a long-term, leading team in Houston, Texas! Under the functional direction of the Global Capital Purchasing Leader and direct coaching by the Project Procurement Coordinators (PPC), the Client Services Representative (CSR) serves as direct interface between the...

Kelly is seeking an experienced Purchasing/Procurement Client Services Representative to join a long-term, leading team in Houston, Texas! Under the functional direction of the Global Capital Purchasing Leader and direct coaching by the Project Procurement Coordinators (PPC), the Client Services Representative (CSR) serves as direct interface between the...

Kelly is seeking an experienced Purchasing/Procurement Client Services Representative to join a long-term, leading team in Houston, Texas! Under the functional direction of the Global Capital Purchasing Leader and direct coaching by the Project Procurement Coordinators (PPC), the Client Services Representative (CSR) serves as direct interface between the...

This position will act as a communication point between New Home Builders and field personnel. The ideal candidate will be able to determine daily route for field inspectors based on clients build cycles and closing lists. The Client Service Speciali Client Service, Specialist, Customer Service, Data Entry, Manufacturing, Retail, Client

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...