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 • 77252 Houston, TX, US
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
Selah Financial Services is hiring a.Coordinate and execute the new account process from start to funding.Prepare, track, and follow up on paperwork with 98%+ accuracy.Manage online forms and ensur...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 how...Show more
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
Financial Services / Wealth Management.K base salary + performance-based incentives.Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply...Show more
A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide.You’ll work with leading companies across industries, helping them shape their hybrid cloud a...Show more
Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio...Show more
Our Client, a growing investment firm located in the West area, is seeking a Client Operations Professional to join their team.This role is central to ensuring that clients receive high-quality ser...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
The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive...Show more
Unlock your potential as a Client Associate at J.Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.Join our dynamic ...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
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
Private Equity Associate | Houston | $300K + Bonus.Corporate Private Equity Associate.This is an excellent opportunity for a.PE sponsors and corporate clients.A proactive, business-oriented mindset...Show more
Tanglewood is one of the largest, independent, wealth management firms in Houston with approximately $1.Billion in AUM and 425 client relationships.For more than 45 years, the firm has worked with ...Show more
Associate, Client Processing II - Loans Enablement.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company a...Show more
Associate, Client Processing II - Loans Enablement.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company a...Show more
Private Equity Associate | Houston | $300K + Bonus.Corporate Private Equity Associate.This is an excellent opportunity for a.PE sponsors and corporate clients.A proactive, business-oriented mindset...Show more
