- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and manages the… more
- JPMorgan Chase (Houston, TX)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the Private Bank Latin America at JP Morgan you ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- JPMorgan Chase (Plano, TX)
- …and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate within JP Morgan Advisors, you will be the ... + Financial services and/or banking industry experience + 1-3 years of client service experience Chase is a leading financial services firm, helping nearly half… more
- Zions Bancorporation (Pearland, TX)
- …are looking for a dynamic, customer-focused individual to join our team as a Part-time Client Service Associate (Teller) at our Pearland Banking Center in ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...and client information. + Meet with Branch Service Manager and/or Branch Manager daily to discuss progress… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senor Associates are a trusted member of the client 's team and… more
- Raymond James Financial, Inc. (Houston, TX)
- …relating to transactions at the counter. Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it. Greet ... has the relevant information to support follow-up sales and service actions. Carry out standard customer service ...to start sales conversations that offer value to the client . Works at a basic level to navigate customer… more
- Raymond James Financial, Inc. (Houston, TX)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Capital One (Plano, TX)
- …agreed upon number of hours to be regularly worked. Charlotte, NC: $64,700 - $73,900 for Client Service Associate Plano, TX: $64,700 - $73,900 for Client ... Service Associate Richmond, VA: $64,700 - $73,900 for Client Service Associate Candidates hired to work in other locations will be subject to the pay… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more