Talent.com
No longer accepting applications
Client Support Associate

Client Support Associate

VirtualVocationsArlington, Texas, United States
30+ days ago
Job type
  • Full-time
Job description

A company is looking for an Associate, Client Support.

Key Responsibilities

Provide general support for the Loan Platforms, including user onboarding and account maintenance

Analyze client administrative details and tax forms while maintaining entity identifiers

Capture user feedback and work with a global team to improve products and services

Required Qualifications

Ability to think analytically and question processes

Proficiency in Microsoft Office, especially Word and Excel

Experience with internet-based applications

Ability to identify and escalate issues effectively

Strong organizational skills and ability to multitask in a fast-paced environment

Create a job alert for this search

Client Associate • Arlington, Texas, United States

Related jobs
  • Promoted
Client Service Associate (Float Teller - 40 hours) - Northwest Plaza / Dallas, TX

Client Service Associate (Float Teller - 40 hours) - Northwest Plaza / Dallas, TX

BankTalent HQDallas, TX, United States
Full-time
At Amegy Bank, people and culture are at the heart of everything we do.Everyone counts" isn't just a phrase.It is woven into all aspects of our organization. We know that to be successful in deliver...Show moreLast updated: 30+ days ago
  • 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: 6 days ago
  • Promoted
Client Service Associate - Dallas

Client Service Associate - Dallas

Brighton JonesDallas, TX, US
Full-time
Client Service Associate - Dallas.Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives.As one of the ...Show moreLast updated: 15 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 Not-for-Profit

Associate, Client Accounting Services Not-for-Profit

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 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: 6 days ago
  • Promoted
Client Service Associate

Client Service Associate

Morgan StanleyFort Worth, TX, US
Full-time
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and gr...Show moreLast updated: 30+ days ago
  • Promoted
Senior Associate, Client Services

Senior Associate, Client Services

Capital OnePlano, TX, US
Full-time +1
Lead Data Engineer (Enterprise Platform Technology).Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative,.At Ca...Show moreLast updated: 23 hours ago
  • Promoted
Registered Client Service Associate

Registered Client Service Associate

Morgan StanleyFort Worth, TX, US
Full-time
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with c...Show moreLast updated: 30+ days ago
  • Promoted
Client Support Manager

Client Support Manager

GoodLeapPlano, TX, US
Full-time
The Client Support Manager works with installers on our platform to ensure we're delivering the best customer experience possible. The CSM will leverage "Big Data" to identify areas of improvement w...Show moreLast updated: 30+ 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: 5 days ago
  • Promoted
Client Support Associate

Client Support Associate

Witherite Law GroupDallas, TX, US
Full-time
Witherite Law Group (WLG) is a personal injury law firm specializing in motor vehicle accidents.Our vision is to improve the life of each person we serve. Whether it is for our employees, our client...Show moreLast updated: 22 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
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
Associate, Client Success

Associate, Client Success

Baker TillyFrisco, TX, US
Full-time
In the role of a CSM, this individual will be responsible for the overall satisfaction and coordination of services for a particular group of clients. This includes the positioning of new services a...Show moreLast updated: 12 days ago
  • Promoted
Client Services and Onboarding Support | Analyst | Dallas

Client Services and Onboarding Support | Analyst | 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
Client Support Manager

Client Support Manager

OnbePlano, TX, US
Full-time
Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for "on behalf.Because that's exactly how we work : on behalf of our clients, as their comprehensive...Show moreLast updated: 10 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
Client Success Associate

Client Success Associate

GartnerIrving, TX, US
Full-time
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understa...Show moreLast updated: 30+ days ago
  • Promoted
Client Services Associate

Client Services Associate

TradeJobsWorkforce76180 North Richland Hills, 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