1mo
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Client Associate
San Antonio, Texas, United States
OnsiteFull Time
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.
4d
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Client Manager
San Antonio, Texas, United States
$104k-$172k/yr OnsiteFull Time
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.
CRM
1w
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Principal Client Exec
San Antonio, Texas, United States
HybridFull Time
13+ YOE13 years of sales-related experience, client-facing and in-person sales, networking and presentation skills; bachelor’s degree preferred.
2w
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Wealth Management Client Associate
San Antonio, Texas, United States
OnsiteFull Time
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
1mo
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Client Success Specialist
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
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.
Darwin, myHR, HRIS
1mo
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Client Success Specialist
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
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.
Darwin, myHR, HRIS
1mo
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Client Success Manager
Phoenix or San Antonio or Columbus or Charlotte or Chicago or Denver or San Diego or Houston or Los Angeles or Seattle or Washington or Boston or San Francisco or New York City or San Jose or United States
$94k-$123k/yr RemoteFull Time
5+ YOE5+ years client success experience with Fortune 500 clients and healthcare/benefits expertise; strong executive communication, presentation, data analysis, and cross-functional collaboration; ability to travel up to 25%.
CRM
2mo
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Licensed Client Associate
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEAssist Financial Advisors with servicing clients, processing trades, and sales support.
Microsoft Office, Excel, PowerPoint, Word, Access
1mo
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Client Escalation Manager
San Antonio, Texas, United States
RemoteFull Time
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).
Zendesk
3w
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Client Service Specialist
San Antonio, Texas, United States
$18-$25/hr OnsiteFull Time
Computer proficiency, high school diploma or GED, 18+ at hire; customer-facing appointment management and client communication skills.
5d
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Client Associate - La Cantera
San Antonio, Texas, United States
$14-$15/hr OnsitePart Time
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
2mo
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Client Service Represenative
San Antonio, Texas, United States
OnsiteFull Time
Customer service experience; able to assist clients and manage front-desk duties; comfortable handling payments and scheduling; basic animal care knowledge.
Workday, Payment processing systems, Scheduling software
3d
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Client Financial Specialist
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
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
1mo
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Client Service Representative
San Antonio, Texas, United States
OnsiteFull Time
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.
1mo
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Therapy Client Care Coordinator
San Antonio, Texas, United States
$18-$22/hr OnsiteFull Time
Customer-oriented client liaison to handle phone contact, build therapist-family schedules, multi-task, prioritize, and solve client issues; customer service experience preferred and Spanish bilingualism is a plus.
3w
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Client Relations Specialist
San Antonio, Texas, United States
OnsiteFull Time
3+ YOE3+ years front-office or client-facing administrative experience; phone routing, strong organization, communication, multitasking; proficiency with Microsoft Outlook, Excel, Word; availability M–F 8am–5pm.
Microsoft Outlook, Microsoft Excel, Microsoft Word
3w
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Client Resolution Specialist
San Antonio, Texas, United States
OnsiteFull Time
1+ YOEHandle inbound provider and member calls, resolve complex client issues, research claims and benefits, and provide training; requires 1+ year customer service experience and high school diploma/GED.
Microsoft Office
1w
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Client Associate (Investment Services)
San Antonio, Texas, United States
OnsiteFull Time
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
1mo
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Senior Private Client Advisor
San Antonio, Texas, United States
HybridFull Time
3+ YOE3+ years personal lines insurance experience with high-net-worth clients; P&C license required; strong client service, negotiation, renewal and proposal skills; ability to travel for meetings as needed.
2w
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Client Consultant
New Braunfels, Texas, United States
$76k-$88k/yr FieldFull Time
Valid driver’s license and reliable transportation, clean background check, active or willing-to-obtain life and health license, bachelor’s degree or equivalent experience, coachable and sales-oriented.
CRM
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