Client Associate
7 days ago
SWBC is seeking a highly skilled and motivated individual to join our team as a Client Associate. This role is responsible for providing exceptional support to our Financial Advisors, assisting with client relationships, and contributing to the growth and success of our business.
Key Responsibilities:- Assist Financial Advisors with client appointments, scheduling, and follow-up activities.
- Provide exceptional customer service to clients, responding to inquiries, and resolving issues in a timely and professional manner.
- Support the development and implementation of marketing campaigns to attract new clients and retain existing ones.
- Assist with data entry, record-keeping, and reporting to ensure accurate and up-to-date information.
- Collaborate with the team to achieve business objectives, including sales targets and client satisfaction.
- Bachelor's degree in Business, Finance, Marketing, or related field.
- Minimum of 2 years of experience in a related field, preferably in investment-based sales support or client relationship management.
- Excellent communication, interpersonal, and problem-solving skills.
- Proficient in Microsoft Office, including Word, Excel, and PowerPoint.
- Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.
- Competitive compensation package.
- Opportunities for career growth and professional development.
- Collaborative and dynamic work environment.
- Recognition and rewards for outstanding performance.
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Client Service Associate
2 weeks ago
San Antonio, Texas, United States Stone Oak Wealth Management Full timeJob Title: Registered Client Service AssociateWe are seeking a highly skilled and motivated Registered Client Service Associate to join our team at Stone Oak Wealth Management in San Antonio, TX.Job Summary:The ideal candidate will possess excellent client service skills, a strong attention to detail, and the ability to work effectively in a fast-paced...
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Client Service Associate
3 weeks ago
San Antonio, Texas, United States Stone Oak Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Associate to join our team at Stone Oak Wealth Management. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Key ResponsibilitiesProvide timely and effective responses to client inquiries and requestsManage...
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Client Service Associate
3 weeks ago
San Antonio, Texas, United States Stone Oak Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Associate to join our team at Stone Oak Wealth Management. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Key ResponsibilitiesProvide timely and effective service to clients, including responding to...
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Client Service Associate
5 hours ago
San Antonio, Texas, United States Stone Oak Wealth Management Full timeJob Title: Registered Client Service AssociateWe are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Stone Oak Wealth Management. As a key member of our financial services team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial...
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Client Service Associate
3 weeks ago
San Antonio, Texas, United States Advisor Employee Services Full timeJob Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Advisor Employee Services. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Provide timely and accurate responses to client inquiries...
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Client Services Associate
4 weeks ago
San Antonio, Texas, United States JES HERNANDEZ INS INC Full timePosition OverviewJob Title: Client Services AssociateCompany: JES HERNANDEZ INS INCRole Summary:We are seeking a dedicated and bilingual Client Services Associate to support our insurance sales operations. This full-time position requires a reliable individual who is enthusiastic about assisting clients and driving sales.Key Responsibilities:- Provide...
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Client Success Associate
1 week ago
San Antonio, Texas, United States Aston Carter Full timeJob Title: Client Success AssociateAt Aston Carter, we are seeking a highly skilled Client Success Associate to join our team. As a Client Success Associate, you will play a critical role in ensuring operational excellence in terms of customer experience, revenue recognition, churn mitigation, and overall company improvement.Key Responsibilities:Support...
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Client Relations Associate
4 weeks ago
San Antonio, Texas, United States Nerd Power Full timeJob DescriptionClient Relations AssociateCompensation: $18 per hourJob Overview:Are you skilled in managing multiple tasks while providing outstanding customer support? Nerd Power is looking for a Client Relations Associate to enhance our team. In this position, you will be the welcoming voice of our organization, ensuring customers receive exceptional...
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Client Service Associate
2 weeks ago
San Antonio, Texas, United States Daily Dot Art Full timeWelcome to Daily Dot Art, where we bring your brand to life. We're a team of passionate creatives dedicated to delivering exceptional service to our clients. We're seeking a motivated and detail-oriented Client Service Associate to join our team in San Antonio, TX. This role involves managing client relationships, ensuring client satisfaction, and providing...
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Client Relations Associate
4 weeks ago
San Antonio, Texas, United States Vcajobs Full timeClient Service RepresentativeCategory: Hospital Client ServiceJob Overview:As a vital member of our team, the Client Service Representative plays a crucial role in ensuring exceptional service delivery to our clients and their pets. This position encompasses a variety of responsibilities aimed at fostering a welcoming and efficient environment.Key...
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Client Service Associate
4 weeks ago
San Antonio, Texas, United States SWBC Full timeAbout the RoleSWBC is seeking a highly skilled and motivated individual to join our team as a Client Service Associate. This is an exciting opportunity to work with a leading financial services company and contribute to the success of our business.Key ResponsibilitiesProvide exceptional customer service to our clients, responding to their inquiries and...
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Veterinary Client Relations Associate
4 weeks ago
San Antonio, Texas, United States Vcajobs Full timeCustomer Support SpecialistCategory: Veterinary Client ServicesJob Overview:As a vital member of our team, the Customer Support Specialist plays a crucial role in ensuring exceptional service for our clients and their pets. This position involves a variety of responsibilities aimed at enhancing the client experience.Key Responsibilities:Perform customer...
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Tax Senior Associate
2 weeks ago
San Antonio, Texas, United States Forvis Mazars, LLP Full time{"header": "Private Client Tax Senior Associate", "subheader": "Join our team of experienced tax professionals and contribute to the success of our clients", "bulletPoints": ["Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations", "Develop and maintain client relationships through proposal...
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Tax Senior Associate
2 weeks ago
San Antonio, Texas, United States Forvis Mazars, LLP Full timeJob SummaryWe are seeking a highly skilled Tax Senior Associate to join our Private Client team at Forvis Mazars, LLP. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Key ResponsibilitiesProvide tax compliance and advisory services to...
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Full-Time Client Service Associate
4 weeks ago
San Antonio, Texas, United States Barkaritaville Pet Resort Full timeJob OverviewBarkaritaville Pet Resort is seeking a Full-Time Client Service Associate to deliver exceptional service that enhances the experience for both our human and animal clients. If you are passionate about providing outstanding customer care and have a love for pets, this role may be a great fit for you.This position offers a starting salary of $15.00...
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Client Services Associate for Retirement Plans
1 month ago
San Antonio, Texas, United States Capital Group Full time"I can excel as a Client Services Associate for Retirement Plans at Capital Group." In the role of a Client Services Associate, you will manage a high volume of incoming calls, delivering exceptional service to clients involved in retirement plans. Your goal will be to ensure that callers feel valued and supported while addressing their inquiries...
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Tax Senior Associate
4 weeks ago
San Antonio, Texas, United States FORVIS Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Associate to join our Private Client team at Forvis. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, families, and businesses.Key ResponsibilitiesProvide tax compliance and advisory services to high net worth individuals,...
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Client Support Associate
3 weeks ago
San Antonio, Texas, United States Primera Insurance & Tax Services Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesClient Communication: Respond to client...
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Client Services Associate
4 weeks ago
San Antonio, Texas, United States Michele Harris Meeks - State Farm Agent Full timeJob DescriptionPosition Overview:Are you a personable individual with a passion for customer service? If you enjoy creating a welcoming atmosphere and ensuring clients feel appreciated, a position with Michele Harris Meeks - State Farm Agent could be the right fit for you. Our agency specializes in offering State Farm insurance and financial service...
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Client Support Associate
1 month ago
San Antonio, Texas, United States Qonten Full timeCustomer Service Role in Animal CareWelcoming visitors and assisting clients with their petsHandling phone inquiries and conducting follow-up callsProviding guidance to clients on general pet care and managementIn this customer service role focused on animal care, you will be essential in delivering outstanding support and enhancing the health and happiness...