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.
Client Services Associate • 77015 Cloverleaf, TX, US
Compliance And Due Diligence Support.Under general supervision, provide due diligence and compliance support to Relationship Managers and Portfolio Managers.Review and validate compliance documenta... Show more
Itron is innovating new ways for utilities and cities to manage energy and water.We create a more resourceful world to protect essential resources for today and tomorrow.An opportunity exists for a... Show more
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and ho... Show more
Corporate & Securities Associate – Texas.Join TPO Search to apply for the.Corporate & Securities Associate – Texas.A leading national law firm is seeking a Corporate & Securities Associate with 2–4... Show more
Bring your energy to the role of PayPal Risk Operations Associate to perform responsibilities as a Risk Operations Associate.Deliver outstanding service to customers and colleagues.Deliver outstand... Show more
US Senior Recruitment Consultant - helping you find your dream job and companies find the best talent 🚀.Are you a corporate associate who thrives in fast-paced, high-value private equity transacti... Show more
As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including: respond to customer inquiries via phone, ... Show more
BCG Attorney Search is seeking a mid-level Corporate M&A / Private Equity Associate for its Houston, TX office.This full-time position offers an opportunity to work with a dynamic practice group in... Show more
A leading recruitment agency is seeking a US Senior Recruitment Consultant in Houston.This role offers the opportunity to work within a premier platform handling complex transactions in private equ... Show more
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 more
Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail ... Show more
Senior Client Service Associate.Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries.The firm speci... Show more
Baker Tilly Advisory Group, LP in Houston, Texas is looking for an Associate to join their Private Equity Fund Services team.This entry-level role is ideal for individuals starting their accounting... Show more
If you are a collaborative team member, solutions orientated and delivers premier client service, J.As a Client Service Associate within the U.Private Bank at JP Morgan, you will be responsible for... Show more
This is an in-office position - Monday - Friday.Responsible for the general servicing and support of the Financial Advisors.This includes administrative and operational support, business developmen... Show more
This is an in-office position - Monday - Friday.Responsible for the general servicing and support of the Financial Advisors.This includes administrative and operational support, business developmen... Show more
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!/h2pAt Andersen, we dont just offer a career; we provide a thrilling expedition into the world of Tax, Valuatio... Show more
Client Service Account Manager in Houston, Texas to support a portfolio of large corporate clients.You will guide clients in utilizing Payments products while driving collaboration across teams to ... Show more
