Current jobs related to Client Service Associate - San Antonio, Texas - Advisor Employee Services

  • Client Service Associate

    4 weeks ago

    San Antonio, Texas, United States Stone Oak Wealth Management Full time

    Job 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. As a key member of our financial services team, you will be responsible for providing exceptional client service, supporting our financial advisors, and...

  • Client Service Associate

    2 months ago

    San Antonio, Texas, United States Stone Oak Wealth Management Full time

    About 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...

  • Client Services Liaison

    2 weeks ago

    San Antonio, Texas, United States L.K. Jordan & Associates Full time

    Job Title: Client Services SpecialistWe are seeking a highly organized and detail-oriented Client Services Specialist to join our team at L.K. Jordan & Associates.Job Summary:The Client Services Specialist will be responsible for assisting with the intake of initial applications for housing, rent collection, and continued occupancy for public housing...

  • Client Services Director

    2 weeks ago

    San Antonio, Texas, United States Arcxis Full time

    Job Title: Client Services DirectorJob Summary:We are seeking a highly skilled Client Services Director to oversee the Client Services Department and support the Director of Client Services. As a key member of our team, you will ensure successful and efficient day-to-day operations for client services, and partnerships with field services, in accordance with...

  • Sales Associate

    2 weeks ago

    San Antonio, Texas, United States KnitWell Group Full time

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

  • Client Services Lead

    2 weeks ago

    San Antonio, Texas, United States Arcxis Full time

    Job Title: Client Services LeadJob Type: Full-timeDescription:Company Overview:ARCXIS is a leading provider of inspection, design, engineering, and quality assurance services for the U.S. residential construction industry.The ideal candidate for this position should possess knowledge of team leadership and development, the ability to multi-task, project...

  • Bilingual Client Service Representative

    2 weeks ago

    San Antonio, Texas, United States Heard & Smith, LLP Full time

    At Heard & Smith, LLP, we are seeking a highly skilled and compassionate Client Service Associate to join our team. As a bilingual client service specialist, you will play a vital role in providing exceptional support to our clients throughout the claims process.Key Responsibilities:Provide top-notch customer service to clients via phone and computer in a...

  • Client Services Representative

    2 weeks ago

    San Antonio, Texas, United States Labor On Demand, Inc. Full time

    Job Title: Client Services SpecialistAt Labor On Demand, Inc., we are seeking a highly skilled Client Services Specialist to join our team. As a Client Services Specialist, you will be responsible for performing clerical work of routine difficulty involving the taking of initial applications for housing, rent collection, and continued occupancy for public...

  • Client Service Specialist

    2 weeks ago

    San Antonio, Texas, United States ATKG Full time

    Job Summary:The Assurance Client Concierge Staff assists management team members with project management of the firms assurance projects. Provides high-quality service by organizing client information, gathering information from clients, and responding to and anticipating client service requests in order to serve our clients at the highest level of service....

  • Client Services Representative

    2 weeks ago

    San Antonio, Texas, United States Labor On Demand, Inc. Full time

    Job Title: Client Services SpecialistAt Labor On Demand, Inc., we are seeking a highly skilled Client Services Specialist to join our team. This role is responsible for performing clerical work of routine difficulty involving the taking of initial applications for housing, rent collection, and continued occupancy for public housing developments, and...

  • Client Service Representative

    2 weeks ago

    San Antonio, Texas, United States Ethos Veterinary Health Full time

    Job Title: Client Service RepresentativeWe are seeking a highly skilled and organized Client Service Representative to join our team at Ethos Veterinary Health. As a key member of our client service team, you will be responsible for providing exceptional customer service to our clients, ensuring a positive experience for their pets, and supporting the...

  • Client Service Coordinator

    2 weeks ago

    San Antonio, Texas, United States ATKG Full time

    Job Title: Client ConciergeWe are seeking a highly organized and detail-oriented Client Concierge to join our Assurance team at ATKG. As a key member of our team, you will be responsible for providing exceptional client service and ensuring the smooth execution of our assurance projects.Key Responsibilities:Manage client information and coordinate project...

  • Senior Client Services Manager

    2 weeks ago

    San Antonio, Texas, United States Arcxis Full time

    Job Title: Client Service LeadAt ARCXIS, we are seeking a highly skilled and experienced Client Service Lead to oversee the Client Services Department and support the Director of Client Services. This role is responsible for ensuring successful and efficient day-to-day operations for client services, and partnerships with field services, in accordance with...

  • Client Service Specialist

    1 week ago

    San Antonio, Texas, United States ARCXIS Full time

    Job Title: Client Service SpecialistAt ARCXIS, we are seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for coordinating daily field operations, communicating with clients and field personnel, and ensuring seamless execution of our services.Key...

  • Client Services Liaison

    2 weeks ago

    San Antonio, Texas, United States Davis Law Firm Full time

    Job OverviewDavis Law Firm is seeking a highly organized and detail-oriented Client Services Representative to join our team. As the first point of contact for clients and guests, this role requires excellent communication and customer service skills to provide a warm and welcoming experience.Key Responsibilities:Answer and respond to inbound calls and...

  • Client Service Specialist

    4 weeks ago

    San Antonio, Texas, United States ARCXIS Full time

    Job Title: Client Service SpecialistAt ARCXIS, we are seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded.Key Responsibilities:Analyze and monitor client...

  • Client Service Coordinator

    2 weeks ago

    San Antonio, Texas, United States Arcxis Full time

    Job Title: Client Service SpecialistJob Type: Full-timeDescription:Arcxis is seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a key member of our operations team, you will be responsible for providing exceptional customer service to our clients and stakeholders, while ensuring the smooth execution of our field...

  • Print Center Client Associate I PRN

    3 weeks ago

    San Antonio, Texas, United States Methodist Le Bonheur Healthcare Full time

    Job SummaryWe are seeking a highly skilled Client Associate I PRN to join our team at Methodist Healthcare. As a Client Associate I PRN, you will be responsible for providing exceptional customer service and technical expertise to our clients.Key ResponsibilitiesProvide consultation and information to requesting departmental contacts for optimal document...

  • Client Service Representative

    2 months ago

    San Antonio, Texas, United States CityVet Full time

    Job DescriptionAt CityVet, we believe that happy people start with healthy pets. Our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees plays a vital role in creating a positive vibe.Our Mission: To provide exceptional pet care and a welcoming environment for all.About the Role: We are seeking a Client...

  • Client Services Representative

    2 weeks ago

    San Antonio, Texas, United States Davis Law Firm Full time

    About the Position:We are seeking a highly skilled and energetic Client Services Representative to join our fast-paced Call Center team. As a key member of our team, you will be responsible for handling high-volume inbound calls, providing exceptional customer service, and documenting all calls in our case management software.Key Responsibilities:Receive and...

Client Service Associate

2 months ago

San Antonio, Texas, United States Advisor Employee Services Full time

Job 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 and requests
  • Assist with client onboarding and account setup
  • Manage client data and maintain accurate records
  • Coordinate client appointments and meetings
  • Prepare and distribute client reports and documents
  • Assist with special projects and initiatives as needed

Requirements:

  • Associate degree or equivalent experience
  • Minimum 5 years of experience in a financial services or administrative role
  • Strong organizational and communication skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Proficiency in MS Office Suite and CRM software

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • Flexible paid time off and holidays

About Us:

Advisor Employee Services is a consulting firm that represents the top 1% of financial advisors in all 50 states. We are committed to providing exceptional service and support to our clients and advisors.