Client Service Associate jobs in Plano, TX

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CLIENT SERVICE ASSOCIATE

Maintain calendar and database for Financial Advisor Analyzing reports to determine appropriate action to be taken on behalf of client accounts Researching client issues Prepare for appointments Collect, organize, and synthesize p...

CompanyRetirement Planners Of America
AddressPlano, TX
CategoryRetail
Salary$45K - $57K a year
Date Posted 2 months ago See detail

Client Service Associate

Retirement Planners Of America

Plano, TX

$45K - $57K a year

Maintain calendar and database for Financial Advisor Analyzing reports to determine appropriate action to be taken on behalf of client accounts Researching client issues Prepare for appointments Collect, organize, and synthesize p...

Client Service Associate

Westwood Management Corp

Dallas, TX

$58.2K - $73.6K a year

Complete all daily/monthly/quarterly standard reporting requirements of clients and consultants. Create and prepare client/consultant presentations and meeting materials, collateral, and various requests for information. Process c...

Client Service Associate (Teller - 40 hours) - Northwest Plaza / Dallas, TX

Amegy Bank

Dallas, TX

$32.8K - $41.5K a year

We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesse...

Client Service Associate (Consulting Clients, June 2024 Start)

Third Bridge

Dallas, TX

Business driver: understanding excellent client servicing in a highly competitive market and how your work impacts revenue growth. Work with your team to execute strategies for the accounts you are responsible for. Problem solver:...

Client Service Associate

Olympus Associates

Dallas, TX

$700 - $1,000 a week

We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally. We promote exclusively from within and do not outsource new Management. We show employee appreciation by hosti...

Senior Service Associate New

United Parcel Service

Dallas, TX

If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.Manages the delivery or deployment of contracted services to customers to ensure that SLA...

Operations Associate - Client Services

Parallel Advisors

Dallas, TX

$59.5K - $75.3K a year

Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel. Manage all aspects of our clients operational needs within the...

Customer Service Associate

Walgreens

Plano, TX

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Guest Service Associate

Racetrac

Allen, TX

$13 an hour

Provide prompt, efficient, and friendly Guest Service. Follow company policies and procedures and sell products to individuals in a high-volume convenience store setting. Sell merchandise while delivering on RaceTracs mission of...

Guest Service Associate

Racetrac

Plano, TX

$13 an hour

Provide prompt, efficient, and friendly Guest Service. Follow company policies and procedures and sell products to individuals in a high-volume convenience store setting. Sell merchandise while delivering on RaceTracs mission of...

Customer Service Associate

Walgreens

Dallas, TX

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Customer Service Associate

Paper Source, Inc.

Allen, TX

$23.5K - $29.8K a year

Consistently perform all steps of the Customer Service Initiative (CREATE):Connect with every customer by greeting them warmly, asking open-ended questions and engaging them in product related conversations.Respond to customers i...

Guest Service Associate

European Wax Center

Frisco, TX

$12 - $25 an hour

Ability to work weekdays & weekends. A positive, friendly, upbeat and personable demeanor. A professional appearance at all times. Ability to work in a fun, fast-paced environment. Ability to manage productivity and sales to ensur...

HR Services Associate - Benefits

Equinix

Frisco, TX

Responsible for the execution of all HR services and processing queries up to Tier 2 processes, such as Payroll, Benefits, and leaves. Oversee the day-to-day administration of employee benefit programs, including health insurance,...

Retail Customer Service Associate

Ikea

Frisco, TX

$16.90 - $24.10 an hour

Creates a positive customer experience by ensuring accurate transactions and/or orders. Records information accurately so the resulting analysis can be used to make improvements to customers future shopping experience. Meets cust...

Medical Assistant AND Patient Services Associate (Check out)

Spine Team Texas Management Company

Rockwall, TX

$31.7K - $40.1K a year

High School graduate or equivalent. Prefer MA certification. Prefer 2 years customer service experience. Always maintains the highest level of customer service. Excellent written and oral communication skills. Excellent time manag...

Associate Field Service Representative- Dallas- Patient Transport

Stryker Corporation

Dallas, TX

$41K - $51.9K a year

Hard-working winners. Confident, competitive and results-oriented people who create a track record of success. Teammates. Partners who listen to ideas, share thoughts and work together to move the business forward. Mission-driven...

Client Service Specialist

Bok Financial

Richardson, TX

You will maintain current client accounts, update registrations, and set up new accounts. You will promptly answer emails and calls from the client. You will assist clients with a variety of tasks by leveraging resources and colla...

Customer Service Associate

Hat Creek Burger Company

Sachse, TX

Greet every customer, following Hat Creek Customer Service Associate's best practices Accurately take customer orders on Point of Sale machine Provide excellent Customer Service Ensure front-of-house is clean and maintained Proper...

Cashier/Customer Service Associate

Resale Store

Garland, TX

$12.50 - $13.50 an hour

Friendly and personable. Proficiency in Math, working with numbers and calculations. Good communication skills, both verbal and via email. A Motivated self-starter. Problem solver. Cooperative. Able to work well in a team environm...

Client Service Representative

Ascension Marketing Providers

Addison, TX

$800 - $1,200 a week

Growth opportunities. On-the-job training. Regular social events. Modern office setting. Company perks. Lively atmosphere. Have a motivated student mentality. Maintain/manage customer and client relations with a good attitude. Sel...

Associate, Private Equity Fund Services

Baker Tilly Us, Llp

Frisco, TX

$59,640 - $126,440 a year

Records daily journal entries and reviews cash reporting. Helps prepare quarterly and annual reporting packages for management approval Helps prepare quarterly and annual financial statements for management approval Prepares capit...

Client Support Associate

Pacific Premier Bank

Addison, TX

Provide technical assistance, support and troubleshooting for Premier Property Pay Consumers and customers including but not limited general account inquiries, login assistance, payment research password resets for various systems...

Senior Tax Manager - Private Client Services

Andersen

Dallas, TX

Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.); Maintain communication...

Client Service Representative

Gti Laboratories

Dallas, TX

$19 - $20 an hour

Monday to Friday 7:00AM 3:00 PM. Dental Insurance. Health Insurance. Paid Time Off. Waiting period may apply. No. Dental insurance. Health insurance. Paid time off. Vision insurance. Day shift. Monday to Friday....

Client Services Specialist

Dallas Capital Bank

Dallas, TX

$24 - $28 an hour

Assist client requests for service and resolution of bank issues in a professional, accurate and timely response optimizing the client's experience while satisfying the bank's compliance requirements. Assist clients with routine a...

Guest Service Associate

European Wax Center

Rockwall, TX

$10 - $20 an hour

Managing the flow of guest in and out of the location Managing the Reservation book Meeting Sales goals that turn into to monthly bonuses Checking guest in and out of the location Education guests on EWC's programs, offers and pro...

Customer Service Associate

Walgreens

Wylie, TX

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Client Services Manager (Construction Accounting)

Apparatus Contractor Services

Dallas, TX

$70,000 - $80,000 a year

Industry-Specific Consultation: Utilize extensive experience in the construction sector to understand and anticipate the unique needs and challenges of our clients. Emotional Guidance: Offer support and understanding to clients, a...

Office Services Associate

Cushman & Wakefield

Dallas, TX

Delivery and pick up USPS and accountable mail (Fed Ex, UPS, DHL, messenger and other incoming packages throughout floors to and from mailroom-Deliver print work as needed. Process all outgoing USPS and accountable mail. Keep inve...