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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...