Current jobs related to Client Account Associate - Houston, Texas - alliantgroup, LP

  • Client Service Associate

    4 weeks ago

    Houston, Texas, United States Securance Corporation Agency Full time

    Job OverviewAs a Client Service Associate at Securance Corporation Agency, you will play a crucial role in the management of assigned client accounts. Your responsibilities will include daily servicing, billing, and invoicing, as well as assisting with claims and handling new business and renewals. You will work closely with the Commercial Lines Account...

  • Senior Client Service Associate

    4 weeks ago

    Houston, Texas, United States Cadence Bank Full time

    Job SummaryCadence Bank is seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our Wealth Advisory team, you will be responsible for working closely with clients to open and service portfolio accounts. This role requires strong communication and interpersonal skills, as well as the ability to work effectively in a...

  • Senior Client Service Associate

    4 weeks ago

    Houston, Texas, United States Linscomb Wealth Full time

    Job Title: Senior Client Service AssociateAt Linscomb Wealth, we are seeking a highly skilled Senior Client Service Associate to join our team. This role is responsible for providing exceptional client service, working closely with our Wealth Advisors and Operations teams to ensure seamless client experiences.Key Responsibilities:Work with clients to open...

  • Accounting Associate

    4 weeks ago

    Houston, Texas, United States Fund Services Group Full time

    Fund Services Group is a leading provider of operational excellence solutions for private fund managers. As an Accounting Associate, you will play a critical role in supporting the entire life-cycle of our clients' private funds and management companies.Key Responsibilities:Process accounting and payment for invoices and other expensesPrepare corporate...

  • Client Success Associate

    4 weeks ago

    Houston, Texas, United States Privia Health LLC Full time

    Job DescriptionAt Privia Health LLC, we are seeking a highly skilled Client Success Associate to join our team. As a Client Success Associate, you will be responsible for managing a portfolio of clients and providing exceptional account management in our TX Market.Key Responsibilities:Work closely with the Operations Consultant teams to align on supporting...

  • Private Client Account Executive

    4 weeks ago

    Houston, Texas, United States Marsh & McLennan Companies Full time

    Job SummaryWe are seeking a highly skilled Private Client Account Executive to join our team at Marsh & McLennan Agency. As a key member of our Private Client Services team, you will be responsible for managing client relationships, developing and implementing insurance programs, and providing exceptional customer service.Key Responsibilities Manage client...

  • Senior Associate, Account Management

    4 weeks ago

    Houston, Texas, United States KPMG Full time

    Job Title: Senior Associate, Account ManagementAbout the Role:KPMG is seeking a Senior Associate, Account Management to join our Growth and Strategy organization. As a key member of the account team, you will collaborate with leadership to assist with operational functions, develop and execute account processes, and prioritize risk...

  • Senior Client Account Manager

    4 weeks ago

    Houston, Texas, United States Lockton, Inc. Full time

    Job SummaryWe are seeking a highly skilled Client Services Professional to join our team at Lockton, Inc. As a key member of our client services team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesRespond to client inquiries and maintain accurate documentation of...

  • Accounting Associate

    4 weeks ago

    Houston, Texas, United States ROOMI GROUP CORPORATION Full time

    We are seeking a highly skilled Accounting Associate to join our Admin department. As an Accounting Associate, you will be responsible for performing daily accounting tasks that will support our financial team.Key responsibilities include:Process invoices and daily transactions and expenses.Perform administrative support functions.Update and maintain...

  • Client Relations Associate

    4 weeks ago

    Houston, Texas, United States HR&P Full time

    Job Title: Client Relations AssociateJob Summary:We are seeking a highly motivated and detail-oriented Client Relations Associate to join our team at HR&P. The successful candidate will be responsible for building strong relationships with clients, assisting with the client onboarding process, and providing general administrative support to all departments...

  • Accounting Associate

    4 weeks ago

    Houston, Texas, United States TPI Staffing, Inc Full time

    Job Title: Accounting AssociateJob Summary:We are seeking a highly skilled Accounting Associate to join our team at TPI Staffing, Inc. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving skills.Key Responsibilities:Process customer shipments for invoicing, including reviewing tax status...

  • Accounting Associate

    4 weeks ago

    Houston, Texas, United States Houston Fitness Partners Full time

    At Houston Fitness Partners, we are seeking a highly skilled Accounting Associate to join our team. As a key member of our accounting department, you will be responsible for a variety of accounting functions and support in general accounting and administration.The ideal candidate will have a strong background in accounting and finance, with excellent...

  • Client Associate

    4 weeks ago

    Houston, Texas, United States Gallagher Full time

    About the Role:We are seeking a highly motivated and detail-oriented Client Associate to join our team at Gallagher Benefit Services. As a Client Associate, you will play a vital role in shaping the future of workplaces across industries. Your primary responsibility will be to provide exceptional support to our clients, ensuring their needs are met and...

  • Accounting Associate

    4 weeks ago

    Houston, Texas, United States Fund Services Group Full time

    Job OverviewFund Services Group is a leading provider of operational excellence solutions for private fund managers. We support the entire life-cycle of our clients' private funds and management company, managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions needed to satisfy all...

  • Client Services Liaison

    4 weeks ago

    Houston, Texas, United States MK Search Full time

    Client Service Associate RoleAt MK Search, we are seeking a detail-oriented and experienced Client Service Associate to join our team. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.Key Responsibilities:Client Communication: Serve as the primary point of contact for clients,...

  • Accounting Associate

    4 weeks ago

    Houston, Texas, United States TPI Staffing, Inc Full time

    Job Title: Accounting Associate - Accounts Payable/Accounts ReceivableJob Summary:We are seeking a highly skilled Accounting Associate to join our team at TPI Staffing, Inc. The ideal candidate will have a strong background in accounting, with experience in accounts payable and accounts receivable.Responsibilities:Process customer shipments for invoicing,...

  • Accounts Payable Associate

    4 weeks ago

    Houston, Texas, United States Northwest Petroleum Full time

    Job Summary:We are seeking an experienced Accounts Payable Associate to join our team at Northwest Petroleum. As an Accounts Payable Associate, you will be responsible for accurate expense disbursement, item reconciliation, and processing authorized invoices.Key Responsibilities:Accurate expense disbursement and item reconciliationProcessing authorized...

  • Sales Associate

    4 weeks ago

    Houston, Texas, United States Knitwell Group Full time

    About UsAt Knitwell Group, we're passionate about empowering women to find their authentic self-expression through fashion. Our mission is to provide modern, feminine, and versatile clothing that makes women feel confident and beautiful.Job OverviewWe're seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate,...

  • Commercial Lines Account Manager

    4 weeks ago

    Houston, Texas, United States APR Full time

    Job OverviewAPR is seeking an experienced Commercial Lines Account Manager to join our team. This role is pivotal in maintaining and growing client relationships through expert management and consultation.Key ResponsibilitiesExpertise in Diverse Accounts: Bring a working knowledge of Property and Casualty accounts across various industries, including...

  • Tax Manager, Private Client Services Specialist

    4 weeks ago

    Houston, Texas, United States BDO Global Full time

    Job SummaryBDO Global is seeking a highly skilled Tax Manager, Private Client Services to join our boutique practice. As a key member of our team, you will be responsible for providing tax compliance and consulting services to our high net worth clients.Key ResponsibilitiesManage tax and consulting engagements, identifying and addressing client needs, tax...

Client Account Associate

1 month ago

Houston, Texas, United States alliantgroup, LP Full time
Alliantgroup, LP: A Leader in Middle Market Consulting

We are a national consulting firm dedicated to strengthening American businesses. Our mission is to hire talented individuals who share our passion for making a difference. If you're passionate about delivering exceptional client service and resolving complex issues, we want to hear from you.

Job Summary:
We are seeking a Client Account Associate to join our team. In this role, you will be responsible for ensuring that all clients receive exceptional service throughout their engagement with our firm. You will use proven strategies to contact clients via telephone to collect on outstanding receivables, create organic Raving Fans by delivering an A+ client experience, and document client calls and action items for the sales team.

Responsibilities:
  • Use proven strategies to contact clients via telephone to collect on outstanding receivables
  • Create organic Raving Fans by delivering an A+ client experience
  • Document client calls and action items for the sales team
  • Create solutions for client questions/issues
  • Create account reconciliations for services rendered on projects
  • Conduct research for issues concerning client billing
  • Partner with internal business colleagues on strategy and approach as warranted
  • Foster an environment of teamwork; share ideas/suggestions to raise the bar of excellence with each client interaction
Qualifications:
  • Four-year degree preferred
  • 1+ year of related client service experience
  • Meticulous attention to detail with strong organizational skills
  • Excellent communication skills and a desire to serve clients
  • Proficient in Microsoft Word