Talent.com
Client Services Associate

Client Services Associate

TradeJobsWorkforce76001 Arlington, TX, US
30+ days ago
Job type
  • Full-time
Job description

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.

Create a job alert for this search

Client Service Associate • 76001 Arlington, TX, US

Related jobs
  • Promoted
Client Service Associate

Client Service Associate

Edelman Financial EnginesDallas, TX, US
Full-time
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled...Show moreLast updated: 21 days ago
  • New!
Client Solutions Associate

Client Solutions Associate

ISCDallas, Texas, US
Full-time
VRGL is a fast-growing financial technology company transforming how wealth managers and institutions analyze, interpret, and act on investment data. Our platform combines cutting-edge AI with a cli...Show moreLast updated: 16 hours ago
  • Promoted
Client Services Associate

Client Services Associate

CornerStone StaffingDallas, TX, US
Full-time
Bonus : Up to $10,000 (uncapped potential).Full-Time | W2 | Start Dates : January 2026.Launch your career at the intersection of global finance and strategic intelligence. As a Client Services Associa...Show moreLast updated: 3 days ago
  • Promoted
Associate, Client Services

Associate, Client Services

KaygenRoanoke, TX, US
Permanent
Kaygen is an emerging leader in providing top talent for technology-based staffing services.We specialize in providing high-volume contingent staffing, direct hire staffing and project-based soluti...Show moreLast updated: 30+ days ago
  • Promoted
Client Service Associate

Client Service Associate

Jackson HewittLewisville, TX, US
Full-time
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...Show moreLast updated: 30+ days ago
Associate, Client Accounting Services-Small Business

Associate, Client Accounting Services-Small Business

Baker Tilly Advisory Group, LPUSA, Texas, Frisco
Full-time
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. New York, London, San Francisco, Los Angele...Show moreLast updated: 30+ days ago
  • Promoted
Client Services Associate

Client Services Associate

TradeJobsWorkforce76130 Fort Worth, TX, US
Full-time
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...Show moreLast updated: 30+ days ago
  • Promoted
Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTDallas, TX, US
Full-time
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with...Show moreLast updated: 30+ days ago
  • Promoted
Client Services and Onboarding Support | Associate | Dallas

Client Services and Onboarding Support | Associate | Dallas

Goldman SachsDallas, TX, US
Full-time
Teams work together to provide an exceptional client experience in order to help our clients achieve their financial goals. Our client / customer service and onboarding support professionals across th...Show moreLast updated: 30+ days ago
  • Promoted
Registered Client Service Associate

Registered Client Service Associate

Morgan StanleyDallas, TX, US
Full-time
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...Show moreLast updated: 30+ days ago
  • Promoted
Client Transitions Associate

Client Transitions Associate

FartherIrving, TX, US
Full-time
As a Client Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client transition process. You'll support the seamless migration of clients by managing opera...Show moreLast updated: 20 days ago
  • Promoted
Registered Client Service Associate

Registered Client Service Associate

Stifel FinancialFrisco, TX, US
Full-time
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...Show moreLast updated: 30+ days ago
  • Promoted
Associate, Operations Services

Associate, Operations Services

Sparks GroupIrving, TX, US
Full-time
This key role is vital for property loan risk mitigation, demanding your.Responsibilities include preparing finalized packages for secure delivery to Taxing Authorities while consistently meeting s...Show moreLast updated: 12 days ago
  • Promoted
Senior Client Associate

Senior Client Associate

ROCKEFELLER CAPITAL MANAGEMENTDallas, TX, US
Full-time
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...Show moreLast updated: 20 days ago
  • Promoted
Client Service Associate

Client Service Associate

BOK FinancialDallas, TX, US
Full-time
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery...Show moreLast updated: 30+ days ago
  • Promoted
Sr Associate, Client Services

Sr Associate, Client Services

S&P GlobalDallas, TX, US
Full-time
Entry Professional (EEO Job Group) Dallas, TX.Our S&P Market Intelligence team is seeking an experienced and motivated associate to facilitate the daily management of client deliverables within the...Show moreLast updated: 5 days ago
  • Promoted
Client Service Associate

Client Service Associate

Hustle Notice BizFort Worth, TX, US
Full-time
We are seeking a dedicated and detail-oriented Client Service Associate to join our dynamic team.In this role, you will be the primary point of contact for our clients, ensuring that their needs ar...Show moreLast updated: 7 days ago
  • Promoted
Brokerage Registered Client Service Associate - Fort Worth, Texas

Brokerage Registered Client Service Associate - Fort Worth, Texas

TruistFort Worth, TX, US
Full-time
This is an in-office position and is located at 5128 Apache Road, Fort Worth, Texas.Responsible for the general servicing and support of the Financial Advisors. This includes administrative and oper...Show moreLast updated: 30+ days ago
  • Promoted
Registered Client Service Associate -Fort Worth, TX

Registered Client Service Associate -Fort Worth, TX

Raymond James FinancialFort Worth, TX, US
Full-time
Registered Client Service Associate.Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across mul...Show moreLast updated: 30+ days ago
  • Promoted
Senior Associate, Client Accounting Services-Small Business

Senior Associate, Client Accounting Services-Small Business

Baker TillyFrisco, TX, US
Full-time
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 advi...Show moreLast updated: 10 days ago