Client Service Associate/Manager
6 days ago
And Time Allocation Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions:Business Management 30%Utilize existing systems and processes to ensure that all client commun Client Service, Manager, Associate, Financial Advisor, Equipment Maintenance, Service, Retail
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Client Services Manager
2 weeks ago
Plano, Texas, United States Anderson Merchandisers Full timeUnlock Your Potential as a Client Services ManagerAt Anderson Merchandisers, we're seeking a skilled Client Services Manager to join our team. As a key member of our Client Services team, you'll play a pivotal role in preserving and expanding our current client base, fostering stronger client connections, and driving the acquisition of new clients.Key...
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Client Service Associate
2 weeks ago
Plano, Texas, United States Bank of Oklahoma Full timeJob Summary: We are seeking a highly skilled Client Service Associate to join our team at Bank of Oklahoma. As a key member of our Private Banking group, you will be responsible for providing exceptional service to our clients, helping them achieve their financial goals, and building long-term relationships.Key Responsibilities:Provide personalized service...
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Client Services Manager
5 days ago
Plano, United States Anderson Merchandisers, L.L.C. Full timeWE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you! Our associates have a lot in common. They have great interpersonal skills, enjoy working independently, are self-motivated, and have a relentless drive. Did we mention that while they are working hard, they also like to have fun? We offer flexible hours, competitive pay, and great benefits for...
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Client Services Manager
3 weeks ago
Plano, United States Anderson Merchandisers, L.L.C. Full timeWE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you! Our associates have a lot in common. They have great interpersonal skills, enjoy working independently, are self-motivated, and have a relentless drive. Did we mention that while they are working hard, they also like to have fun?We offer flexible hours, competitive pay, and great benefits...
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International Client Service Associate
2 weeks ago
Plano, United States Fisher Investments Full timeYou will work with your UK Client Services colleagues in the US and UK to help our high net worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal d Client Service, Associate, International, Service, Team Leader, Client, Retail
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Client Service Associate
2 weeks ago
Plano, United States Bank of Oklahoma Full timeReq ID: 75695 Location: Plano -PLAN Areas of Interest: Private Banking Pay Transparency Salary Range: Not available Application Deadline: 11/15/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial P Client Service, Associate, Wealth Advisor, Officer, Service, Financial Planning, Retail
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Client Service Associate
3 weeks ago
Plano, Texas, United States CX Institutional LLC Full timeJob OverviewCX Institutional LLC is seeking a highly skilled Client Service Associate to support the Wealth Advisor team in delivering exceptional client experiences. The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment.Key Responsibilities:Manage and maintain...
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International Client Service Associate
2 weeks ago
Plano, Texas, United States Fisher Investments Full timeKey Responsibilities:You will work closely with UK Client Services colleagues in the US and UK to deliver exceptional service to our high net worth clients. This involves managing all operational aspects of the client relationship, ensuring seamless communication and collaboration across teams.Key Skills:Excellent communication and interpersonal...
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Client Service Coordinator
3 weeks ago
Plano, United States Banfield Full timeSUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...
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Seasonal Client Service Representative
2 weeks ago
Plano, Texas, United States Topgolf Full timeThe Client Associate plays a vital role in maintaining a positive in-store experience for clients, promoting sales culture, and driving individual sales goals.Key ResponsibilitiesInstill a sales and service focus on the floor to achieve sales goals and deliver exceptional client service.Connect with in-store clients, develop and retain a following of repeat...
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Client Manager Associate, Premier Market Leader
3 weeks ago
Plano, Texas, United States Guardian Life Insurance Company Full timeJob DescriptionThe Client Manager Associate, Premier Market will assume overall responsibility for leading a client book of business in the 2-99 life space. They will be responsible for persistency, growth, and profitability of this book through relationship development with clients, brokers, and key Guardian internal partners. These partners include...
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Senior Client Account Manager
2 months ago
Plano, Texas, United States The Cigna Group Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Client Account Manager to join our team at The Cigna Group. As a key member of our Client Services team, you will be responsible for providing exceptional service to our clients and brokers, ensuring their needs are met and exceeded.Key Responsibilities Serve as the primary point of contact...
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International Client Service Associate
7 days ago
Plano, TX, United States Fisher Investments Full timeDo you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all...
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Insurance Client Relationship Manager
2 weeks ago
Plano, Texas, United States World Insurance Associates, LLC. Full timeJob DescriptionWorld Insurance Associates, LLC. is a leading insurance brokerage firm offering a wide range of products and services to individuals and businesses. We are seeking a highly motivated and experienced professional to join our team as a Client Advisor.The successful candidate will be responsible for identifying and soliciting new business...
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Client Relationship Manager
2 weeks ago
Plano, Texas, United States Guardian Life Insurance Company Full timeJob DescriptionThe Client Manager Associate, Premier Market will assume overall responsibility for leading a client book of business in the 2-99 life space. They will be responsible for persistency, growth, and profitability of this book through relationship development with clients, brokers, and key Guardian internal partners. These partners include...
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Senior Client Account Manager
2 months ago
Plano, Texas, United States The Cigna Group Full timeAbout the Role:The Cigna Group is seeking a highly skilled and experienced Senior Client Account Manager to join our team. As a key member of our Client Services department, you will be responsible for providing exceptional service to our clients and brokers, ensuring their needs are met and exceeded.Key Responsibilities: Serve as the primary point of...
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Client Service Specialist
4 weeks ago
Plano, United States Moss, Luse & Womble Full timeWe are seeking a motivated candidate to fill the role of Client Service Specialist in our rapidly growing firm. This is an outstanding opportunity for someone with an outgoing, friendly personality who enjoys interacting with other people. This individual should be comfortable communicating directly with clients, especially by phone. We offer competitive...
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Client Service Specialist
4 weeks ago
Plano, United States Moss Luse & Womble LLC Full timeWe are seeking a motivated candidate to fill the role of Client Service Specialist in our rapidly growing firm. This is an outstanding opportunity for someone with an outgoing, friendly personality who enjoys interacting with other people. This individual should be comfortable communicating directly with clients, especially by phone. We offer competitive...
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Client Service Specialist
4 weeks ago
Plano, United States Moss, Luse & Womble Full timeWe are seeking a motivated candidate to fill the role of Client Service Specialist in our rapidly growing firm. This is an outstanding opportunity for someone with an outgoing, friendly personality who enjoys interacting with other people. This individual should be comfortable communicating directly with clients, especially by phone. We offer competitive...
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Senior Client Relationship Manager
3 weeks ago
Plano, Texas, United States Lockton, Inc. Full timeJob Summary:Description:As a Senior Client Relationship Manager at Lockton, Inc., you will maintain and enhance relationships with existing clients by executing proactive, creative, and ongoing contact initiatives. You will proactively understand client requirements and needs, providing strategic planning and consulting advice to clients. This includes...