UNKNOWN

FEED

You will provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with other officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. You will provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with other officers or direct correspondence with clients and perform various projects/tasks as needed.

YEAR

UMB Financial Corp

Client Manager - Energy / Sr. Client Manager - Energy

linkup_via_bold

UMB Bank

sourcestack_via_bold

Brokerage Operations Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing and Custody Solutions (FCCS), which includes banks and broker dealers in the clearing space and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Representative, Client Experience

This business-development-forward project management role will identify and pursue new opportunities, support proposals and scoping, and convert relationships into repeat work while overseeing project delivery, technical quality, financial performance, and client satisfaction. As a Survey Project and Client Manager, you will lead survey projects and grow client relationships across Texas, with a strong emphasis on transportation, municipalities, utilities, renewable energy, and related infrastructure markets.

David Evans and Associates Inc

Survey Project and Client Manager

Act as a liaison with show management, exhibitors, facility staff, production personnel, internal clients and ancillary vendors with regard to all services and build working relationships with all. Our Client Services Manager coordinates and oversees tradeshow production and provides on-site supervision at tradeshow venues for a variety of accounts.

Global Experience Specialists LLC

Client Services Manager

This Experienced Associate or Senior Associate will work on various tax controversy matters including researching federal and state tax laws to document and support tax positions for individuals and businesses, assisting with IRS exams for entities and individuals, and assisting with penalty abatement requests. The ideal candidate is a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.

Weaver

National Office Tax Experienced Associate Or Senior Associate - Tax Controversy

ea_via_bold

Owns all communication to Donors or Advisors necessary regarding any transactional activity across Fidelity Charitable’s platform, including grants, contributions, complex assets, private and alternative investing, compliance review, successors and death processing, online access support and account maintenance, account reporting and analysis, money movement, problem resolution, any other general inquiry presented. This role is responsible for proactively building a positive client relationship with Donors and business partners across Fidelity as well as with external Advisory Firms to support our Donors requests, facilitate philanthropic conversations to understand donor’s goals, consult on cross product dependencies, and facilitate solutions for very complex transactions and client issues.

Client Experience Account Manager

Job Description SummaryInvestment Operations Analysts within the Client Data Team are tasked with managing the client data component of the investment data management process for a designated group of external investment manager relationships. Serve as a subject matter expert for internal stakeholders, addressing time-sensitive inquiries related to the covered universe, including investigating data discrepancies/gaps and answering questions about investment data processes and policies.

Cambridge Associates

Analyst, Client Data

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).• The CSR is the pivot around which the hospital operates and is responsible for:• Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.•

HOUR

Animal Healthcare of Texas

Client Service Representative

Search firms or agencies without an applicable contract and/or express approval to recruit for the role in question - that choose to submit a resume or client information to our career page or to any employee of Fulgent - will not be eligible for payment of any fee(s), and any associated shared data will become the property of Fulgent. Inform Diagnostics, a Fulgent Genetics Company, is a nationally recognized diagnostics laboratory focused on anatomic pathology subspecialties including gastrointestinal pathology, dermatopathology, urologic pathology, hematopathology, and breast pathology.

Fulgent Genetics Inc

Client Success Representative

Driving excellent customer care through key performance indicators with calls, emails, and client meetings to educate and resolve issues. Provide complete transparency around book of business to ensure supervisor and manager are aware of issues which may prevent timely payments.

Trident USA Health Services LLC

RCM Client Coordinator

Responsible for revenue retention from assigned accounts through in-depth knowledge of clients' business model, technology platform, products and services utilized, contractual agreements, fee structure, key business contacts and volume/revenue statistics that include implementation, confirmed billing, communication of training activities, and overall client experience. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.

CoreLogic Inc

Sr Client Success Mgr- Capital Markets

VCA Animal Hospitals

As an AML subject matter expert in Digital Assets, s/he is responsible for advising the Global AML Compliance Department and relevant first-line business leaders on strategies to identify and manage AML/CFT risks associated with Digital Asset customers, transactions and operations. Provide AML advisory support for customer types, operating models, products and services involving digital asset issuers, exchanges, custodians, brokers, wallet providers, DeFi protocols, and other blockchain-based services.

MUFG Americas Holdings Corp

Global AML Advisory, Digital Asset Client Advisory

Candidates selected to move forward should be prepared to: • Be at least 18 years of age and legally eligible to work in the United States• Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace• Complete required training and participate in virtual meetings• Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities• Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense. In this role, you will connect with individuals and families through warm leads, conduct virtual appointments, and provide helpful information about life, accident, and supplemental health insurance.

Virtual Client Consultant

WFH Client Success Representative

Candidates selected to move forward should be prepared to: • Be at least 18 years of age and legally eligible to work in the United States• Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace• Complete required training and participate in virtual meetings• Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities• Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense. This opportunity is best suited for individuals who are self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement.

WFH Client Success Representative (Training Provided)

At least two years of relevant experience in home care, healthcare, senior services, human services, or a related setting, including assistance with activities of daily living. Benevolent Hearts Home Care is a rapidly growing, locally owned home care agency seeking a personable, motivated professional ready to grow into care management.

Benevolent Hearts Home Care

Client Care Manager - Home Care

ESSENTIAL FUNCTIONS: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms • Scheduling and confirming appointments • Placing outbound calls for follow-ups and reaching out to prospective clients • Presenting and explaining fees, including processing payments • Recommending, selecting, and obtaining products and services, including prescriptions • Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control) • Managing medical records, charts, reports and correspondence QUALIFICATIONS: • At least one year of proven past experience helping customers • High School Diploma/GED or equivalent • Excellent listening and communication skills • Compassion for pets and people-as well as awareness and understanding of others' reactions • Proven decision-making skills to choose the most appropriate course of action • The ability to integrate new information into problem-solving • Proficiency in Microsoft Office • Willingness to work non-traditional hours, including nights, weekends and holidays • The ability to lift up to 40 lbs. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

VCA Inc

This is a high-accountability role — we expect strong production, an honest sales approach, and an exceptional customer experience on every single repair order. We hire, train, promote, and compensate associates based on personal and professional competence and potential for advancement without regard for race, color, religion, sex, national origin, age, marital status, disability, or citizenship, as well as other classifications protected by applicable federal, state, or local laws.

Client Associate Jobs in Fort Worth, TX

Client Manager - Energy / Sr. Client Manager - Energy UMB Financial Corp

Client Manager - Energy / Sr. Client Manager - Energy UMB Bank

Representative, Client Experience Fidelity

Survey Project and Client Manager David Evans and Associates Inc

Client Services Manager Global Experience Specialists LLC

National Office Tax Experienced Associate Or Senior Associate - Tax Controversy Weaver

Client Experience Account Manager Fidelity

Analyst, Client Data Cambridge Associates

Client Service Representative Animal Healthcare of Texas

Client Success Representative Fulgent Genetics Inc

RCM Client Coordinator Trident USA Health Services LLC

Sr Client Success Mgr- Capital Markets CoreLogic Inc

Client Service Representative VCA Animal Hospitals

Global AML Advisory, Digital Asset Client Advisory MUFG Americas Holdings Corp

Virtual Client Consultant AIL

WFH Client Success Representative AIL

WFH Client Success Representative (Training Provided) AIL

Client Care Manager - Home Care Benevolent Hearts Home Care

Client Service Representative VCA Inc

Client Service Advisor Grubbs Acura

Similar Job Searches

See More Jobs

Stand out to leading employers.