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Client Service 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...

2 months ago seen See more...

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...

2 weeks ago seen See more...

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...

3 weeks ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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....

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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:...

a month ago seen See more...

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...

a month ago seen See more...

Client Service Representative

Imprimis

Dallas, TX

$16 - $17 an hour

High School degree required; some college preferred or equivalent work experience. Prior work experience in a or client support role professional call center environment. Clear written and verbal communication skills. Superior cus...

a month ago seen See more...

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...

a month ago seen See more...

Client Service Representative

S&A Legal Management Services

Carrollton, TX

From $17 an hour

Account level status updates and special handling. Ownership of specific client work standards. Audit oversight and participation in those audits as well as Client calls. Daily, weekly, monthly audits. Client specific file monitor...

2 months ago seen See more...

2024 Tax Staff I - Private Client Services (PCS)

Eisneramper

Dallas, TX

Bachelor's or Master's degree in accounting. 150 credits / CPA exam eligibility strongly desired before beginning full-time employment. Strong academic track record (Minimum GPA: 3.0). Must be legally authorized to work in the Uni...

2 months ago seen See more...

2025 Tax Winter Intern - Private Client Services (PCS)

Eisneramper

Dallas, TX

Current Junior or Senior (who is applying for a 5-year Master's degree program), or on track to complete 150 credits for CPA-eligibility. Strong academic track record (Minimum GPA: 3.0). Must be legally authorized to work in the U...

2 months ago seen See more...

Client Service Coordinator

Playfly Sports

Irving, TX

Review prepared sales packages and book advertisement orders for multiple agencies across local and regional sports networks via internal Ad Management system . Monitor Air Time to track if ad orders meet contract deliverables. Re...

3 weeks ago seen See more...

Field Service Client Administrator

Aventiv Technologies, Llc

Dallas, TX

Primary representative between on-site facility personnel, Account Management & other Securus personnel. Research issues reported by Agency staff members with the purpose of achieving resolution or escalation to the appropriate de...

a month ago seen See more...

CORRESPONDENCE TEAM MANAGER, CLIENT SERVICES - IRVING, TX

Louis Vuitton

Irving, TX

$72.3K - $91.6K a year

Ensure business opportunities are maximized by being a visible presence and support, exploring creative solutions that will benefit the Client and the brand, resolving complex client situations, and ensuring the Louis Vuitton Prom...

4 weeks ago seen See more...

Client Service Representative

Realtime Laboratories, Inc.

Lewisville, TX

$40.8K - $51.6K a year

Build expert, dynamic knowledge of the companys products and services. Managing patients, practitioners and client inquiries via phone, email, and fax in a careful and courteous manner. Engage with customers in an inviting, frien...

4 weeks ago seen See more...

SENIOR MANAGER, CLIENT DEVELOPMENT - CLIENT SERVICE CENTER

Louis Vuitton

Irving, TX

$92.1K - $117K a year

Lead efforts of Client Development with the overall objective of strengthening the ability of our CSC teams to retain and recruit clients through building one-on-one relationships with clients. Lead and drive performance of Client...

a month ago seen See more...

What should I search to find Client Service jobs in Plano, TX?

People who searched for Client Service jobs in Plano, TX also searched for Customer Service Associate, Customer Service Lead, Client Service Manager, Customer Service Manager, Customer Service Specialist, Client Services Manager, Technical Services Manager, Client Services Associate, Food Service Workers, Nutrition Services Manager, Food Service Teacher, Services Technician, Food Service, Food Service Worker, Office Services Assistant, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in Plano, TX

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