Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Work hours/week:.
Southlake, TX21 days ago
Southlake, TX15 days ago
Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Fort Worth, TX22 days ago
Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.
New!
Fort Worth, TX3 days ago
p>Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
New!
Fort Worth, Texas4 days ago
What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
The Colony, Texas15 days ago
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Fort Worth, Texas30+ days ago
Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Southlake, Texas30+ days ago
Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
Irving, TX30+ days ago
What you will do: Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions in IT, HR, Supply Chain, Marketing, Finance, Legal, and Sales practices ensuring they are successful in the utilization of their Gartner subscription, resulting in customer satisfaction, retention, and growth. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Lewisville, TX27 days ago
Pre-Analytical and Post-Analytical functions performed may include but are not limited to: Handle all paraffin tissue blocks/slides and other Oncology specimens including bone marrow aspirates, bone marrow core/clots and other irreplaceable tissue specimens. The job is complex and requires that the employee have good organizational skills, able to work independently, able to learn and understand complex specimen types related to test orders.
Lewisville, TX30+ days ago
p>Pre-Analytical and Post-Analytical functions performed may include but are not limited to:
Dallas, TX21 days ago
The Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data analysis to support lenders and consumers updating credit information used in the lender's home loan underwriting process. 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.
New!
Westlake, Texas4 days ago
p>The Client Services Associate/Asset Management role includes receiving, sorting, and then classifying hardware assets, Receiving and inspecting incoming hardware assets, shipping and receiving products, Sort and classifying hardware based on predefined categories, Maintaining accurate records of all hardware assets, Ensuring proper storage and handling of hardware assets and supplies to support the onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
New!
Westlake, TX1 day ago
In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
Bedford, TX30+ days ago
- Full-time
Establishing relationships for the #1 firearms auction house in the world, Acquisitions Associate is responsible for differentiating to potential clients why Rock Island Auction Company (RIAC) is the best place to consign firearms. Acquisitions Associates spend much of their day on the phone, building relationships with clients while explaining the benefits of consigning their items with RIAC.
TX25 days ago
- $62,770–$118,990 Per Year
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Irving, TX30+ days ago
- Part-time
Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. Drive to client locations - company vehicle is provided to facilitate employee travel between job sites and personal use of company vehicle is not allowed.
Dallas, TX21 days ago
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. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world.
Westlake, TX22 days ago
2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs.
Irving, TX14 days ago
You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Irving, TX30+ days ago
li>Deliver value to decision makers and drive Gartner growth by working as part of a service team where responsibilities can include: Introducing Gartner services and capabilities to prospective & new clients, account management or connecting clients with the Gartner expert community. We've been recognized by Fortune as one of the World's Most Admired Companies, named a Best Place to Work for LGBTQ Equality by the Human Rights Campaign Corporate Equality Index and a Best Place to Work for Disability Inclusion by the Disability Equality Index.
Fort Worth, TX30+ days ago
- Full-time
As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance. At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients’ financial futures while building your own path toward professional growth and unlimited earning potential.
Irving, Texas30+ days ago
p style="text-align:justify">Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. Novatech provides great benefits, competitive compensation, a positive upbeat culture and ongoing professional development for your career..
Fort Worth, TX14 days ago
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
New!
Arlington, TX3 days ago
Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs **Work Experience** Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Grapevine, Texas30+ days ago
p>LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking a Client Service Associate to support a collaborative wealth management team by assisting with client meeting preparation, follow-up, and ongoing client service needs. LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, built for people who want to do meaningful work in an environment where character, contribution, and collaboration truly matter.
Grand Prairie, TX30+ days ago
- $15.20–$25.84 Per Hour
The primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. Pay, Benefits & Work Schedule: The salary range for this role is $15.20/hour to $25.84/hour, however all state and local minimum wages will be complied with, resulting in a possible adjustment to the salary range displayed.
Grand Prairie, TX30+ days ago
p>The primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests.
TX30+ days agoRemote
- $62,000–$75,000 Per Year
Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including:
Southlake, TX15 days ago
For positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. If you have any doubts about a communication, feel free to visit our careers page to verify authenticity or email us at hiringhub@nva.com.
Dallas, TX21 days ago
The Senior Director leads a team of senior delivery professionals and collaborates cross-functionally with internal stakeholders to elevate service quality, accelerate time-to-value, and deliver measurable business outcomes for our clients. This role ensures the seamless implementation of complex solutions, fosters long-term client relationships, and drives operational excellence across a portfolio of high-impact engagements for our real estate broker solutions .
New!
Fort Worth, TX4 days ago
Must include 5 years of experience in each of the following:Assisting in structuring, executing, and managing risk for various financial transactions such as M&A, equity or debt transactions involving but not limited to small and mid-cap or middle market companies;Assisting in coordinating information flow and execution with various internal partners and product groups;Handling client-related requirements in governance routines and mitigating risks associated with non-compliance, including restrictions and closures; and,Organizing and maintaining accurate client contact records in systems of record.10% domestic travel required, as necessary. Oversee and resolve the risks and impacts of noncompliance with KYC processes, including restrictions, closures and associated business growth impacts, and consolidate client feedback on policy, requirements and/or jurisdictional nuances given to help improve the Bank's processes across lines of business and regions.
Dallas, TX14 days ago
p>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. You will manage Tax Payment Verification (TPV) and procurement workflows, coordinate onshore and offshore resources, and ensure our team consistently meets service level, quality, and compliance expectations.
Dallas, TX21 days ago
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. Requirements Engineering: You act as a translator, gathering raw business needs from clients and converting them into precise technical specifications for developers and database admins.
Dallas, TX14 days ago
Business Analyst, Client Delivery is a senior individual contributor and peer leader who analyzes complex business processes, identifies areas for improvement, and designs innovative system solutions to enhance efficiency and productivity. 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.
Coppell, TX30+ days agoRemote
- $105,000–$120,000 Per Year
We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. As the subject-matter expert, participate in the development or refinement of clients' policies and methodologies, and provide both anecdotal insights and data-driven analysis on practices relating to executive compensation.
Southlake, Texas30+ days ago
p>We go beyond surface symptoms to uncover the root cause, using today’s breakthroughs to ignite a transition of modern medicine…where insight runs deeper, care is pro-active, and connection is everything. Job Title: Client Services Solutions Specialist.
Dallas, TX21 days ago
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. This program includes a mix of complex delivery projects, LEAN initiatives, and coordination of workstreams with interdependencies with Product, Product Marketing, Sales, Client Delivery, and Client Success teams.
TX30+ days ago
The Client Services Representative analyzes customer inquiries to determine the best course of action for one-call resolution while managing team and individual productivity goals and maintaining the highest level of customer service.
Bedford, Texas30+ days ago
div>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).
Bedford, TX30+ days ago
p>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).
Dallas, TX9 days ago
Professional, Client Delivery - Analyst is a senior individual contributor and peer leader who analyzes complex business processes, identifies areas for improvement, and designs innovative system solutions to enhance efficiency and productivity. 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.
TX30+ days agoRemote
- $80,000–$90,000 Per Year
We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Review SEC filings and proxy statements from publicly traded companies, with a focus on executive compensation programs and share-based compensation plans to maintain data integrity.
Irving, TX30+ days agoRemote
Whether you're dealing with real estate owned , residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking , blanket , and impairment programs are designed to address lending risk comprehensively. • A safe home office or quiet workspace with high speed and reliable internet connectivity A safe home office or quiet workspace with high speed and reliable internet connectivity.