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Financial Service Associate jobs in Texas

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CLIENT SERVICE-FINANCIAL OPERATIONS

Provide superior service to clients via verbal and written communication. Set up and maintain client accounts. Compile and complete client, custodian, and firm paperwork. Review and maintain client transactions and activity. Execu...

CompanyGrant-Shannon
AddressMinnesota, United States
CategoryAccounting/Finance
Job typePermanent
Date Posted 2 weeks ago See detail

Client Service-Financial Operations

Grant-Shannon

Minnesota, United States

Provide superior service to clients via verbal and written communication. Set up and maintain client accounts. Compile and complete client, custodian, and firm paperwork. Review and maintain client transactions and activity. Execu...

2 weeks ago seen See more...

Associate Financial Advisor

Transcend Practice Management

Tennessee, United States

The attributes that we look for in teammates include:Insistent attention to detail and follow-throughStrong team player Self-managementCommitment to exceeding client expectationsCareful listening skillsClient first mentalityHigh e...

2 weeks ago seen See more...

Healthcare Financial/Actuarial Associate

Willis Towers Watson

Tennessee, United States

Is an active member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region. Supports benefit plan analysis, design, cost avoidance, risk and funding strategies. Contributes...

2 weeks ago seen See more...

Senior Service Associate 7am-3:30p M-F

United Parcel Service

New Jersey, United States

Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrowpeople with a unique combination of skill + p...

3 weeks ago seen See more...

Pharmacy Customer Service Associate

Walgreens

Texas, United States

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. In accordance with state and feder...

3 weeks ago seen See more...

Customer Service Associate

Walgreens

Florida, United States

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...

3 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Texas, United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

3 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Texas, United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

3 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Balch Springs, TX

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

3 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Texas, United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

3 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Mckinney, TX

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

3 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Texas, United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

3 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Texas, United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

3 weeks ago seen See more...

Guest Service Associate

Racetrac

McKinney, TX

$13.00 - $15.50 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...

3 weeks ago seen See more...

Retail Customer Service Associate

Fedex Office

Thornton, CO

High school diploma or equivalent education 6+ months of specialized experience Excellent verbal and written communication skills For new hires, must meet all FedEx Office employment qualifications in force at time of hiring For c...

3 weeks ago seen See more...

Housekeeping Associate (Environmental Services Associate Housekeeping)

Park Place At Winghaven

Missouri, United States

Up to $17 an hour

Medical, Dental and Vision benefits. Company-paid Life Insurance and Voluntary Disability. Paid Time off and Holidays. 401(k) Retirement Savings Plan. Cleans Resident units as assigned. Cleans bathrooms completely, including toile...

2 weeks ago seen See more...

Bilingual Associate Customer Service Representative (REMOTE)

Highmark Health

Remote - Pennsylvania, United States

Resolves customer inquiries and complaints via written, telephonic and face-to-face communication in a timely and accurate manner.. Prepares adjustments for services not properly processed, either systematically, or by forwarding...

2 weeks ago seen See more...

Corporate Services Senior Associate

Inter-American Development Bank

United States

This individual will contribute to the decision-making process of the IDB Group's Boards and Committees by coordinating the discussion of corporate and operational issues, facilitating deliberations, and detailing meeting outcomes...

2 weeks ago seen

Student Financial Services Coordinator

Bay Path University

Massachusetts, United States

Assists with health insurance customer service. Assists with the 1098T customer service. Frontline duties including responding to in-person, phone and email inquiries. Accepts Cash, and Check, and electronic payments from Students...

3 weeks ago seen See more...

Member Services Associate

Armada Consulting

Maryland, United States

$23 - $25 an hour

Answer questions and resolve issues based on phone calls and other member inquiries Document and track contact with members Educate members on our self-service options Exceed our members service expectations Exhibit flexibility w...

3 weeks ago seen See more...

Financial Services Analyst 2

University Of California Los Angeles

California, United States

Actual salary offers consider factors, including budget, prior experience, skills, knowledge, abilities, education, licensure and certifications, and other business considerations. (Required) Communication Experience explaining te...

3 weeks ago seen See more...

Customer Service Associate (Remote - TX only)

Swbc

Remote

$15 an hour

Resolves inbound and makes outbound service calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by borrowers/members, financial institution...

3 weeks ago seen

Customer Service Associate

Walgreens

Florida, United States

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...

3 weeks ago seen See more...

PT Customer Service Associate

Chico's Fas, Inc. - Retail

Alabama, United States

We love what we do, and believe that with our teams, we are the most amazing place to work, learn, and grow!FUNCTIONAL RESPONSIBILITIES:Drive for Results Meets company sales goals by utilizing sales techniques and communicating p...

3 weeks ago seen See more...

Client Service Associate

Compound

Massachusetts, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

3 weeks ago seen See more...

Client Services Associate

El Education Inc

United States

$43,000 - $59,400 a year

Gather information and materials from internal and external partners about clients, staffing, and financial matters Compile details in central locations such as Google Suite or Salesforce CRM (depending on the nature of the inform...

3 weeks ago seen

Client Service Associate

Biziq

Remote

$15 an hour

Claim and verify Google Business Pages for small to medium-sized business accounts. Optimize business listings with accurate and compelling information, ensuring alignment with client branding. Implement local search optimization...

3 weeks ago seen

Financial Services Representative

Ren

Remote

$54K - $68.3K a year

Serve as first point of contact for problem resolution, through interactions with Financials Advisors and Donors via phone and e-mail. Ensure client retention, loyalty, and continued opportunities with excellent client service ach...

3 weeks ago seen

Part-time Client Services Associate (Remote, California-based)

Modern Wealth Collective

California, United States

From $25 an hour

Series 6 & 63/65 or 7 & 66 preferred. Redtail CRM Experience preferred. You are willing to fully adopt and champion the Modern Wealth Collective brand internally and externally. You understand the value of building long-term rela...

3 weeks ago seen See more...

Customer Service Associate

Walgreens

Tennessee, United States

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...

3 weeks ago seen See more...

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What should I search to find Financial Service Associate jobs in Texas?

People who searched for Financial Service Associate jobs in Texas also searched for Retail Sales Associate, Customer Service Associate, Sales Associate, Customer Service Associate, Lab Customer Service, Customer Service Representative, Retail Sales Associate, Retail Store Associates, Shop Customer Service, Warehouse Associates, Retail Associate, Food Service Worker, Customer Support Associate, Customer Service Assistant, Automotive Sales Associate, . 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 Texas

Associate Driver, Car Wash Attendant, General Production, Patient Safety, Retail Cashier, Accounting Clerk, Internal Auditor, General Education, Chief Executive Officer, Chief Financial Officer, General Warehouse, Financial Reporting, Financial Analyst, Accounts Payable Manager, General Office Clerk,

What are the top cities in Texas open Financial Service Associate jobs?

There are open Financial Service Associate jobs in several cities including Nashville, Lexington, San Luis Obispo, Mount Pleasant, South Lake Tahoe, Boca Raton, Hudson, Hialeah, Salem, North Dartmouth, Buena Park, Lansdale, Pasadena, Media, Hyannis,

What companies are hiring for Financial Service Associate jobs in Texas?

The top companies hiring now for Financial Service Associate jobs are American Senior Benefits, Arbor Insurance Brokerage, Inc., Argent Federal Credit Union, Dallas Capital Bank, New York Life Spokane, Prevail Financial, Sierra Central Credit Union, TD Bank, Thrivent,

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