- Neuberger Berman (Dallas, TX)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under ... management. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of the team's high net worth book of… more
- Publicis Groupe (Irving, TX)
- **Company Description** **Job Description** **How You'll Make an Impact** As a Client Associate 2 in Epsilon's Travel Vertical, you will play a crucial role in ... leading to significant revenue growth for Epsilon. **What You'll Achieve** As a Client Associate 2 in Epsilon's Travel Vertical, you will play a pivotal role in… more
- Bank of America (Dallas, TX)
- Registered Private Wealth Client Associate Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Bank of America (Frisco, TX)
- Registered Wealth Management Client Associate Frisco, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Publicis Groupe (Irving, TX)
- **Company Description** **Job Description** **How You'll Make an Impact** As a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental in ... and client satisfaction. **What You'll Achieve** In the role of Senior Client Associate for the Travel Vertical at Epsilon, your primary objective will be to… more
- Publicis Groupe (Irving, TX)
- **Company Description** **Job Description** The Client Associate will grow a current book of business, particularly within the Tech and Telco Vertical. They will ... into Tech and Digital. **Responsibilities** + Serve as a client partner, focusing on creating win/win outcomes to drive...of our data in technology platforms. + Responsible for client reporting, analysis, and insights. Uncovering insights from the… more
- JPMorgan Chase (Dallas, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive... service. In this role you will have extensive client contact and will be involved in all activities… 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 ... conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and… more
- JPMorgan Chase (Plano, TX)
- …leadership in the industry through measurable and proven service performance. As a Senior Client Service Associate you will act as a primary escalation point for ... The Client Service Manager, based in Plano, Texas or...of contact, escalation, and advocate for all of our client 's servicing requirements. It will require working in partnership… more
- JPMorgan Chase (Plano, TX)
- …the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client ... located in the United States and across the globe. Client Service Associates are a trusted member of the... Service Associates are a trusted member of the client 's team and deeply connected to deliver the growth… more
- Aveanna (Dallas, TX)
- Client Relations Associate ApplyRefer a FriendBack Job Details Requisition #: 195676 Location: Dallas, TX 75201 Category: Client Services Salary: $19.23 - ... $21.63 per hour Position Details Position Overview The Client Relations Associate is responsible for educating clients on produces and services provided by the… more
- Guardian Life (Plano, TX)
- The Client Manager Associate , Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing ... ambassador to the business and always use best practices. The Client Manager Associate is directly and/or indirectly accountable for activities associated with… more
- WTW (Dallas, TX)
- The Associate Client Advocate (ACA) is responsible for a blend of internal delivery activities and client -facing functions utilizing the colleague's advanced ... Logistics + Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client … more
- KPMG (Dallas, TX)
- **Business Title:** Global Executive & Private Client Group (GEPC) Associate **Requisition Number:** 112750 - 87 **Function:** Tax Services **Area of Interest:** ... as a firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services… more
- FREEMAN (Dallas, TX)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible ... will execute the event plan in alignment with the client 's budget. This position will support our Show Organizer...events once the business has been sold + Manages client requirements, expectations, scope changes per event + Liaison… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** The CS&S Client Technical Support Associate responds to tier II escalated technical inquiries from internal and external clients regarding ... providing a means for further escalation if necessary. Additionally, we provide Client Support and Protection typically related to online access attempts via our… more
- Raymond James Financial, Inc. (Frisco, TX)
- …and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance ... and production. * Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of high-risk accounts and… more
- JPMorgan Chase (Plano, TX)
- …understand their options to achieving their retirement goals. A successful Retirement Client Consultant will have a service and acquisition mindset, as they help ... and verbally + Identify potential business opportunities between JP Morgan and the client to engage in broader wealth management products/services. You will serve as… more
- JPMorgan Chase (Plano, TX)
- …who work out of 3,500 branches and 21 offices, across 48 states. As a Client Service Leader within the JP Morgan Wealth Management - Digital Service Center, you will ... be responsible for managing an assigned team and ensuring best-in-class client service for all assigned support functions. You will lead the day-to-day operations of… more
- Banfield Pet Hospital (Flower Mound, TX)
- Opening Statement The Client Care Associate 's primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web ... of Mars, Inc. within self and team. . Resolve client problems by determining the cause of the issue,...where pets are present. Experience, Education and/or Training: . Associate 's degree preferred, or the equivalent combination of education,… more