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Client Service Associate Jobs in Fort Worth, TX

3230 CAMP BOWIE BOULEVARD:FORT WORTH

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United States of America

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Wells Fargo & Co logo

Fort Worth, TX27 days ago

li>Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

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.

Southlake, TX21 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, Texas10 days ago

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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. 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.

Fidelity logo
New!

Westlake, Texas3 days ago

Brokerage Operations, Client Service 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 & 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.

Office Depot logo

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.

  • Must possess the ability to listen actively, analyze customer and employee needs through effective communication and listening skills.

    • 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.

    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 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.

    TX30+ days ago
    Remote
    • $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:

    • Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level).
    • Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.

    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.

    Lewisville, TX30+ days ago

    p>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.

    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.

    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.

    The Charles Schwab Corp logo

    Westlake, TX30 days ago

    p>As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab''s relationships with plan sponsors and plan participants. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

    The Charles Schwab Corp logo

    Westlake, TX30+ days ago

    Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

    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.

    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.

    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..

    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.

    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.

    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.

    Lewisville, TX29 days ago

    This includes missing specimens that have been accessioned, those not reported by customers and not accessioned and specimens identified on the interface pending lists. Receive report for missing specimens and resolve the issues with proper documentation and communication with affected customers according to established policies.

    Lewisville, TX29 days ago

    Demonstrates skill and passion to deliver an exceptional and consistent customer experience of a moderate complexity, while utilizing multiple customer communication channels, which may include voice, mail, email, chat, AI related inquiries, etc. Pay range: $17.20+ per hour; employee may be eligible to receive shift differential of 10% for some or all hours worked on second shift and 15% for some or all hours worked on third shift.

    NRG Energy Inc logo

    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.

  • Perform basic financial analysis to determine amounts required for refunds, credits and lost savings requests; Prepare summarized reports required for approval of financial adjustments.

    • 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).

    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).

    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.

    Fort Worth, TX14 days ago
    • $59,153.33–$83,090 Per Year

    Under moderate supervision, this position works closely with regional team, and is responsible for routine documentation, processing of quotations and leads, job costing, customer invoicing, and administrative oversight.

  • Paid time off includes 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and additional options to support volunteer and parental leave.

    • Banfield Pet Hospital logo

    Flower Mound, TX15 days ago
    • $15.39–$19.67 Per Hour

    p>Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.

    Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.

    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, 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.

  • Ability to ensure customer satisfaction with the management of your client services members and their accounts which includes having awareness of client requests, projects and issues, and driving to resolution.

    • Addison, TX8 days ago
    • $60,000–$100,000 Per Year
    • Full-time

    Job Overview:The Client Financial Services Manager proactively partners with Boards, Finance Committees, Treasures, operating leadership, and General Managers to address complex financial challenges, and strengthen client confidence. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies.

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