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Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - Austin & Houston, TX

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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 . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.

PNC Bank

Client Experience Associate

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FULL_TIME

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - ERY

Client Support Associate

Target and penetrate public sector organizations as well middle-market and larger businesses as well as to source new opportunities for CBIZ Valuation Group primarily for our tangible asset group but also for our comprehensive services including financial, real estate and machinery and equipment appraisal and valuation. Work closely with Client Service colleagues in leading a team sales approach that listens and responds to prospect needs, including producing proposals using proprietary tools to highlights the CBIZ value proposition, and demonstrates a compelling win strategy.

CBIZ Inc

Client Associate | Tangible Asset Valuation

Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. 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 PNC Financial Services Group Inc

Answers telephone inquiries from clients and others; screen calls to determine nature and urgency of inquiry, refers calls as appropriate, and/or schedules appointment with dental clinical staff; instructs patient as needed regarding visit-type; confirms scheduled appointments and updates appointment status in Dentrix electronic record. This position will work with the clinical team to create and maintain efficient, patient-centered daily clinic operations while providing comprehensive public health services to all Harris County Public Health Dental Clinic patients seeking dental services.

Harris County Texas

Bilingual Client Service Specialist, Dental Assistant - Sheldon

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

YEAR

BDO Global

Tax Manager, Private Client Services

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A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Tax Senior Manager, Private Client Services

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. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Bank of America Corp

Registered Wealth Management Client Associate

Ability to analyze issues, think critically, find solutions, and use escalated tactics concerning late payments or disputes. As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive.

Alliant Group

Client Account Associate

You will participate in client engagement discussions and learn about a wide variety of industries, our various service lines, and business methodologies with the goal of managing current clients and re-engaging with inactive clients. You will also develop a strong understanding about our firm’s mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners.

Client Retention Associate

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

VCA Animal Hospitals

Client Service Representative

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.

VCA Inc

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.

TravisMathew

Seasonal Client Associate - Woodlands

Doeren Mayhew Assurance, PC is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. You will go through a hands-on training program during the first week of the internship, in which you will learn how to utilize audit software programs, develop an understanding of audit procedures, and work closely with seasoned audit professionals.

Doeren Mayhew & Co., P.C

Summer Intern (Client Service)

Leverage available technology platforms for reporting needs, project planning, and providing EMR assistance to clients (schedule template builds, building and generating reports as applicable, ad hoc EMR updates and changes, updating and maintaining project planning software, ensuring CRM accuracy and reporting, and sprint planning). The Privia Platform is led by top industry talent and exceptional physician leadership, and consists of scalable operations and end-to-end, cloud-based technology that reduces unnecessary healthcare costs, achieves better outcomes, and improves the health of patients and the well-being of providers.

Privia Health Group, Inc

Client Success Associate

Doeren Mayhew CPAs and Advisors

clearcompany

The Client Service Specialist will work in accordance with DNV overall goals and policies and will actively promote, support and facilitate the fulfilment of DNV''s Purpose, Vision, and Values, and shall foster a culture of cooperation across North America and with other DNV units. This role is based at our DNV office in Houston, TX presenting a dynamic hybrid schedule where employees will typically spend three (3) days per week working from either a DNV office or client location/site.

Client Service Associate Jobs in Houston, TX

J.P. Morgan Wealth Management - Private Client Investment Associate - Austin & Houston, TX JPMorgan Chase & Co

Client Experience Associate PNC Bank

Client Support Associate Jackson Hewitt - ERY

Client Support Associate FAB

Client Associate | Tangible Asset Valuation CBIZ Inc

Client Experience Associate The PNC Financial Services Group Inc

Bilingual Client Service Specialist, Dental Assistant - Sheldon Harris County Texas

Tax Manager, Private Client Services BDO Global

Tax Senior Manager, Private Client Services BDO Global

Registered Wealth Management Client Associate Bank of America Corp

Client Account Associate Alliant Group

Client Retention Associate Alliant Group

Client Service Representative VCA Animal Hospitals

Client Service Representative VCA Inc

Seasonal Client Associate - Woodlands TravisMathew

Client Support Associate ERY

Summer Intern (Client Service) Doeren Mayhew & Co., P.C

Client Success Associate Privia Health Group, Inc

Summer Intern (Client Service) Doeren Mayhew CPAs and Advisors

Client Service Specialist DNV GL SE

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