Client Services Representative
2 weeks ago
At MK Search, we're seeking a detail-oriented and experienced Client Services Associate to join our team. This role is crucial 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, addressing inquiries and resolving issues promptly and professionally.
- Relationship Building: Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust.
- Account Management: Assist with account openings, transfers, and maintenance, ensuring compliance with regulatory requirements.
- Portfolio Updates: Provide clients with updates on their portfolios and explain investment strategies and performance.
- Team Collaboration: Collaborate with advisors to prepare for client meetings and presentations.
- Compliance: Ensure all client communications and documentation comply with industry regulations.
- Record Keeping: Maintain accurate and organized records of client interactions and transactions.
- Experience: Minimum of 5 years of Client Service Associate experience, preferably within the financial services industry.
- Skills: Strong communication and interpersonal skills, with a commitment to delivering outstanding client service.
- Knowledge: Knowledge of regulatory requirements and compliance in the financial services industry.
- Technical Skills: Proficiency in Microsoft Office Suite and CRM systems.
*This is a hybrid role, but you must reside in the Houston, Texas area*
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Client Service Representative
4 days ago
Houston, Texas, United States McGriff Insurance Services Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Specialist to join our team at McGriff Insurance Services. As a key member of our sales and service teams, you will be responsible for providing exceptional internal and external service support to our clients, vendors, and teammates.Key ResponsibilitiesProcess new and renewal business...
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Client Service Representative
4 weeks ago
Houston, Texas, United States VCA Animal Hospitals Full timeAbout the RoleWe are seeking an experienced Client Service Representative to play a vital role in delivering exceptional service to our clients and their pets.Key ResponsibilitiesSchedule and confirm appointments, ensuring seamless communication with clients and staff.Provide outstanding customer service, addressing client inquiries and concerns in a...
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Client Service Representative
3 days ago
Houston, Texas, United States alliantgroup, LP Full timeJoin a dynamic team at alliantgroup, LP as a Client Service Representative. In this entry-level role, you will be responsible for delivering exceptional client service and ensuring timely collection of outstanding receivables. Your strong communication skills and attention to detail will enable you to create organic Raving Fans and drive business...
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Customer Service Representative
4 weeks ago
Houston, Texas, United States Clayton Services Full timeCustomer Service RepresentativeClayton Services is seeking a skilled Customer Service Representative to provide exceptional support to clients in North Houston. As a key point of contact, you will manage inquiries, coordinate services, and resolve issues to ensure a seamless and satisfactory customer experience.Key Responsibilities:Respond to client...
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Client Services Operations Representative
3 weeks ago
Houston, Texas, United States INSPYR Solutions Full timeJob Title: Client Services Operations RepresentativeWe are seeking a highly skilled Client Services Operations Representative to join our team at INSPYR Solutions. As a key member of our operations team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Initiate and process customer journey...
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Customer Service Representative
3 weeks ago
Houston, Texas, United States Clayton Services Full timeCustomer Service Representative Job DescriptionClayton Services is seeking a skilled Customer Service Representative to provide exceptional support to clients in North Houston. As a key point of contact, you will manage inquiries, coordinate services, resolve issues, and ensure a seamless and satisfactory customer experience.Key Responsibilities:Provide...
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CORP - Client Services Operations Representative
7 hours ago
Houston, Texas, United States INSPYR Solutions Full timeJob Title: Client Services Operations RepresentativeJob Summary: We are seeking a highly skilled Client Services Operations Representative to join our team at INSPYR Solutions. As a Client Services Operations Representative, you will be responsible for processing online service requests with accuracy and efficiency, identifying and resolving any errors in...
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Client Services Operations Representative
3 weeks ago
Houston, Texas, United States INSPYR Solutions Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Services Operations Representative to join our team at INSPYR Solutions. As a key member of our operations team, you will be responsible for providing exceptional customer service and support to our clients, ensuring seamless delivery of our services and solutions.Key ResponsibilitiesInitiate...
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Customer Service Representative
4 days ago
Houston, Texas, United States 2Bros Services Full timeCustomer Service Representative Job DescriptionWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our call center team, you will be responsible for providing exceptional service to our clients, addressing their concerns, and resolving issues in a timely and professional...
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Customer Service Representative
1 day ago
Houston, Texas, United States 2Bros Services Full timeCustomer Service Representative Job DescriptionWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our call center team, you will be responsible for providing exceptional service to our clients by answering their questions, addressing their concerns, and resolving their...
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Client Service Representative
3 weeks ago
Houston, Texas, United States Independent Insurance Agents of Texas (IIAT) Full timeAbout UsAt Independent Insurance Agents of Texas (IIAT), we're dedicated to providing exceptional customer service and support to our clients. As a Trusted Choice independent insurance agency, we partner with multiple insurance companies to offer personalized policies, affordable rates, and unparalleled service.Job DescriptionWe're seeking a highly skilled...
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Client Service Representative
3 weeks ago
Houston, Texas, United States McGriff Full timeJob SummaryWe are seeking a highly skilled Client Service Specialist to join our team at McGriff. As a key member of our Construction department, you will be responsible for providing exceptional internal and external service support to clients, vendors, and teammates.Key ResponsibilitiesProcess new and renewal business within established timelines and...
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Client Service Representative
3 weeks ago
Houston, Texas, United States McGriff Full timeJob SummaryWe are seeking a highly skilled Client Service Specialist to join our team at McGriff. As a key member of our Construction department, you will be responsible for providing exceptional internal and external service support to clients, vendors, and teammates.Key ResponsibilitiesProcess new and renewal business within established timelines and...
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Client Service Representative
1 month ago
Houston, Texas, United States Saunders Staffing Agency Full timeAbout the Job**Job Summary:**The Client Service Specialist provides administrative support to both internal and external clients at Saunders Staffing Agency. This role requires a high level of organization, prioritization, and coordination to ensure seamless support to clients.Key Responsibilities:Client Support: Maintain a consistent physical presence to...
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Client Services Representative
4 weeks ago
Houston, Texas, United States Texas First Bank . Insurance Full timeJob SummaryThe Client Services Professional will be responsible for providing exceptional customer service, deepening client relationships, and attracting new clients. This role will involve assisting clients at the teller line and new accounts desk, as well as opening new accounts, selling additional products, and supporting sales efforts.Responsibilities...
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Client Service Representative
4 days ago
Houston, Texas, United States TIH Insurance Full timeJob SummaryWe are seeking a highly skilled Client Service Specialist to join our team at TIH Insurance. As a key member of our sales and service teams, you will be responsible for building and maintaining professional relationships with clients, vendors, and teammates.Key ResponsibilitiesProcess new and renewal business within established timelines and...
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Client Service Representative
5 days ago
Houston, Texas, United States TIH Insurance Full timeJob SummaryWe are seeking a highly skilled Client Service Specialist to join our team at TIH Insurance. As a key member of our sales and service teams, you will be responsible for providing exceptional internal and external service support to our clients, vendors, and teammates.Key ResponsibilitiesProcess new and renewal business within established timelines...
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Customer Service Representative IV
4 weeks ago
Houston, Texas, United States Kelly Services, Inc. Full timeGrow with UsWe at Kelly Services, Inc. are committed to helping our clients succeed. If you're looking for a challenging and rewarding role, we're seeking a Customer Service Representative IV to join our team.About the RoleThis is a fantastic opportunity to work with a multinational energy transportation company in Houston, TX. As a Customer Service...
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Client Representative
2 weeks ago
Houston, Texas, United States Paragon Prime Solutions Full timeAbout Paragon Prime SolutionsWe are a dynamic and fast-paced organization that thrives on challenges and enjoys a diverse workday. As a valued member of our team, you'll be at the forefront of promoting our clients at local fundraising events, overseeing campaign operations, and achieving and surpassing goals-all while presenting to the public in a...
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Client Services Representative
4 days ago
Houston, Texas, United States Texas First Bank . Insurance Full timeJob SummaryThe Client Services Professional will be responsible for providing exceptional customer service, deepening client relationships, and attracting new clients. This role will involve assisting clients at the teller line and new accounts desk, as well as opening new accounts, selling additional products, and supporting sales efforts.Responsibilities...