Talent.com
TradeJobsWorkforce
Client Services AssociateTradeJobsWorkforce • 75207 Dallas, TX, US
Client Services Associate

Client Services Associate

TradeJobsWorkforce • 75207 Dallas, 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 Services Associate • 75207 Dallas, TX, US

Similar jobs

International Client Service Associate

Fisher InvestmentsPlano, TX, United States
Full-time

International Client Services Associate.Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling Internationa... Show more

 • Promoted

Client Service Associate

RIA RecruitingFrisco, TX, United States
Full-time

Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team.We are seeking a Client Service Associate to assis... Show more

 • Promoted

Senior Associate, Investor Services - Hybrid

Blue Prism GroupDallas, TX, United States
Full-time

Senior Associate, Alternative Investor Services.Provide fund administration services to domestic and offshore hedge fund and private equity fund clients.These services include processing of investo... Show more

 • Promoted

Client Services Associate

TradeJobsWorkforce75251 Dallas, 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 more

 • Promoted

Client Service Manager - Loan Services, Associate Vice President

Apex GroupDallas, TX, United States
Full-time

Client Service Manager- Middle Office Loan Services, Associate Vice President.The Role & Key Responsibilities:.Asset administration: Responsibilities include, but are not limited to performing and ... Show more

 • Promoted

Associate - Client Service

Matter Family OfficeDallas, TX, United States
Full-time

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, a... Show more

 • Promoted

Client Transitions Associate

FartherDallas, TX, United States
Full-time

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and in... Show more

 • Promoted

Private Equity M&A Associate

Gamoran Legal ConsultingDallas, TX, United States
Full-time

A nationally recognized law firm is seeking a mid-level Private Equity M&A Associate to join its growing national practice in Dallas, TX.This opportunity offers exposure to sophisticated private eq... Show more

 • Promoted

Client Service Associate-Wealth Management

Credent Wealth ManagementPlano, TX, United States
Full-time

Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience.The Client Service Associ... Show more

 • Promoted

Asset & Wealth Management Operations Multi Asset Solutions - Client Service - Dallas- Senior

Goldman SachsDallas, TX, United States
Full-time

The Asset Management Division is made up of Goldman Sachs Asset Management (GSAM) and Goldman Sachs' Merchant Bank, and brings together Goldman Sachs' primary long term principal investing capabili... Show more

 • Promoted

Asset & Wealth Management Operations Multi Asset Solutions - Client Service - Dallas- Senior

The Goldman Sachs Group, Inc.Dallas, TX, United States
Full-time

The Asset Management Division is made up of Goldman Sachs Asset Management (GSAM) and Goldman Sachs' Merchant Bank, and brings together Goldman Sachs' primary long term principal investing capabili... Show more

 • Promoted

Transactions, Associate

AccordionDallas, TX, United States
Permanent +1

We are the better way to work in finance.As private equity's value creation partner, we sit at the heart of PEwhere sponsors and CFOs meet.Through financial consulting rooted in data, technology, a... Show more

 • Promoted

Patient Services Associate

Pediatrix Medical GroupDallas, US
Full-time

The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office workflows.The Patient Services Associate interacts with ... Show more

 • Promoted

Securities Services - Transactions - Associate

JPMorgan ChaseDallas, TX, United States
Full-time

At JPMorgan, we believe every team member should feel a sense of belonging and purpose from their very first interaction.As an Associate in our Dallas office, you will play a pivotal role in drivin... Show more

 • Promoted

J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX

ChaseDallas, TX, United States
Full-time

Morgan Advisors, the ultra-high net worth division of J.Morgan Wealth Management, offers U.Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.Client ... Show more

 • Promoted

Asset & Wealth Management Operations Multi Asset Solutions - Client Service - Dallas- Senior

Goldman Sachs, Inc.Dallas, TX, United States
Full-time

The Asset Management Division is made up of Goldman Sachs Asset Management (GSAM) and Goldman Sachs' Merchant Bank, and brings together Goldman Sachs' primary long term principal investing capabili... Show more

 • Promoted

Tax Senior Associate or Supervisor - Private Client Services

WeaverDallas, TX, United States
Full-time

Tax Senior Associate or Supervisor - Private Client Services.Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different field... Show more

 • Promoted

Associate, Private Equity Fund Services

Baker Tilly USFrisco, TX, United States
Full-time

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast-to-coast and global advantage in major regions of the U.New York, London, San Francisco, Los Angeles, Chica... Show more

 • Promoted

Client Services Associate

RHDallas, TX, United States
Full-time

RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali... Show more

 • Promoted

Tax Senior Associate - Private Client Services

EisnerAmper LLPDallas, TX, United States
Full-time

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone... Show more