618 client experience jobs at 275 companies in San Antonio, TX
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Client Associate
San Antonio, Texas, United States
OnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
1+ YOE1+ year client service experience in finance preferred, bachelor's degree in Finance or Economics (or equivalent), bilingual Spanish, strong communication, analytical and detail orientation.
Adolfson & Peterson Construction: National construction management firm providing general contracting and preconstruction services.
4+ YOE2+ MgmtBachelor's degree and 4+ years experience with 2+ years selling/business development; consultative selling, CRM proficiency, ability to travel, leadership and client relationship skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, and support operational excellence; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
3+ YOEBachelor's degree or equivalent, 3+ years related experience, managerial experience in retail/service/multi-unit settings, strong coaching, judgment, data fluency, and client-centric leadership.
H&R Block: A tax services blending human expertise with digital innovation, committed to client help and associate well-being.
3+ YOEBachelor's degree or equivalent, minimum 3 years related experience with managerial responsibility in retail/service, strong people leadership, coaching, data fluency, and consultative client focus.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, ensure timely and accurate client materials, learn technology platforms, and possess strong communication and attention to detail. High school diploma/GED required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
Employer Flexible: Provides outsourced HR, payroll, and benefits management services.
3+ YOE3+ years payroll/PEO/HR or client onboarding experience; experience with multi-state payroll and training clients on HRIS/myHR; strong project management, communication, and attention to detail.
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
The Woodlands Specialty Hospital: Specialty surgical hospital and 24/7 emergency medical center.
3+ YOE3+ years payroll/PEO/HR or client onboarding experience; experience with multi-state payroll and training clients on HRIS/myHR preferred; strong project management, communication, and attention to detail.
SafeRide Health: Technology platform for non-emergency medical transportation services.
3+ YOE3+ years in client escalations or client-facing operations, experience with Medicaid/Medicare/commercial health plans, demonstrated people leadership, strong analytical and communication skills, and experience with CRM/ticketing/reporting tools (Zendesk preferred).
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client-services experience; proficient with Microsoft applications, POS systems and CRM; strong written and verbal communication; able to work weekends, evenings and holidays.
Microsoft Applications, Point-of-sale (POS) systems, CRM
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Customer service experience; able to assist clients and manage front-desk duties; comfortable handling payments and scheduling; basic animal care knowledge.
SWBC: Provides insurance, mortgage, and investment services to institutions and individuals.
2+ YOEAssociate's in business/finance or equivalent experience, 2+ years in investment sales support or client service, Texas driver's license, Series 7/63/65 and Group I insurance preferred, proficient in Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint
SWBC: Diversified financial services including insurance, mortgages, and investment management.
2+ YOEProvide administrative and client support to Financial Advisors, schedule appointments, assist with trades and account changes, organize marketing/events, produce reports; requires 2 years relevant experience, Associate's or equivalent, Texas driver's license, Series licenses preferred.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint
Alpine Legacy Group: Supplemental health insurance and financial protection for families.
Valid driver’s license and clean background check; active or willing-to-obtain health & life license; bachelor’s degree or equivalent experience; coachable, self-motivated, strong communication and time-management skills.
Mindful Health: Providing comprehensive mental health care via in-person and virtual services.
1+ YOEHigh school diploma, active CPR certification, 1+ year behavioral health or healthcare experience, customer-service skills, Microsoft Office proficiency, HIPAA knowledge, ability to manage priorities and communicate with clients and referral sources.
Amtex Insurance: Provides personal and commercial insurance products to Texas residents.
Must communicate effectively with clients and team members, analyze, negotiate, and compile customer renewals, and be bilingual. Experience is not required; training is provided.
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide front-desk customer service for clients and pets, schedule and confirm appointments, place outbound follow-ups, process payments, manage medical records, and maintain facility cleanliness.
San Antonio or New York City or Hauppauge or Boston or Pompano Beach or Texas or Florida or Massachusetts or New York or Colorado or Connecticut or Iowa or Illinois or Maine or Maryland or Minnesota or North Carolina or New Jersey or Oregon or Pennsylvania or Rhode Island or South Carolina or Virginia or Wisconsin
HybridFull Time
Stirista: Provides identity resolution and data-driven marketing services.
3+ YOE3+ years experience in sales/marketing or related fields; bachelor’s degree preferred; proficiency with Microsoft Office Suite and Google Suite; strong communication, organization, and client-facing skills.
Microsoft Office Suite, Google Suite, OMNA Identity Graph