42 client service associate jobs at 22 companies in San Antonio, TX
1mo
Save
Mark Applied
Hide
Client Service Associate (Boerne, TX)
Boerne, Texas, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service clients via phone/email/in-person, process transactions, open accounts, use CRM and Excel; HS diploma and securities-related experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
1mo
Save
Mark Applied
Hide
Client Service & Operations Associate
Austin or Houston or San Antonio
$45k-$65k/yr HybridFull Time
2+ YOE2-3 years financial services or operations experience preferred; proficiency with eMoney, Salesforce, Microsoft Excel; strong attention to detail, client communication, and ability to handle sensitive information. Bachelor's degree preferred.
eMoney, Salesforce, Microsoft Excel, Microsoft Office, Slack, Zoom, Envestnet, Morningstar
1mo
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
Client Associate (Investment Services)
San Antonio, Texas, United States
OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Private Wealth Client Associate
San Antonio, Texas, United States
OnsiteFull Time
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
2w
Save
Mark Applied
Hide
Private Client Associate Account Executive
San Antonio, Texas, United States
HybridFull Time
Prepare policy changes, evidence of insurance, endorsements, ID cards, reconcile reports, handle client billing and service calls; high school diploma required, prior insurance servicing experience and agency system knowledge preferred.
Sagitta, Applied Epic, AMS, Comprehensive Loss Underwriting Exchange (CLUE), LexisNexis, OCR
3mo
Save
Mark Applied
Hide
Work From Home - Client Services Associate
San Marcos, Texas, United States
RemoteAll Commitments Available
Genuine desire to help others, strong communication, teamwork, integrity.
2mo
Save
Mark Applied
Hide
Senior Client Services Representative
Universal City or Cibolo
OnsiteFull Time
5+ YOEAssociate's degree; 5+ years in Veterinary Medicine; strong communication; CRM experience; multitasking.
CRM
1w
Save
Mark Applied
Hide
Tax Associate
San Antonio, Texas, United States
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
1w
Save
Mark Applied
Hide
Tax Associate
San Antonio, Texas, United States
OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
4d
Save
Mark Applied
Hide
Clinic Admissions Associate
San Antonio, Texas, United States
$19-$22/hr OnsiteFull Time
1+ YOERequires 1–2 years of administrative, customer service, client relations, or related experience, plus a high school diploma or GED. Bachelor's degree preferred; strong communication and commitment to families required.
Instagram, Facebook
2w
Save
Mark Applied
Hide
Operations Associate - Part Time
San Marcos, Texas, United States
$20-$23/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-facing experience, ability to lift up to 50 pounds, strong communication and organizational skills, punctuality and reliable attendance.
3w
Save
Mark Applied
Hide
Operations Associate - Part Time
San Marcos, Texas, United States
$20-$23/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience, ability to lift up to 50 lbs, strong organization and communication, availability nights/weekends/holidays, punctual and reliable.
1w
Save
Mark Applied
Hide
Associate, Investment Solutions
Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years in wealth management/financial services or client-facing business development; strong communication, CRM and analytical experience; ability to travel for advisor meetings and conferences.
CRM, Microsoft Teams, Microsoft Office Suite
1w
Save
Mark Applied
Hide
Part Time (30 Hours) Associate Banker, Lemon Creek Branch, Boerne, TX
Boerne, Texas, United States
OnsitePart Time
Client service or comparable experience, high school diploma or GED, strong communication and relationship-building skills, and ability to learn banking products, services, and procedures.
tablet, Chase Mobile App, Chase.com, ATMs
2mo
Save
Mark Applied
Hide
Sales Associate San Antonio (San Antonio, TX, US)
San Antonio, Texas, United States
OnsiteFull Time
3+ YOE3+ years in luxury retail, strong client service, product knowledge, team player, weekend availability, computer proficiency.
2mo
Save
Mark Applied
Hide
Sales Associate (Part-Time) - La Cantera
San Antonio, Texas, United States
OnsitePart Time, Full Time
Drive store sales, provide product education and excellent guest service, support merchandising and inventory flow, able to stand entire shift and lift up to 50 lbs; 1+ year sales/client-facing experience preferred.
1mo
Save
Mark Applied
Hide
Associate Veterinarian
San Antonio, Texas, United States
OnsiteFull Time
DVM/VMD or equivalent, state veterinary license in good standing, DEA license or eligibility, strong clinical skills and client communication.
Lyra Health, Thrive Plus, HereFurYou Helpline
Explore Jobs
Expand Your Job Search
Top Cities Near San Antonio for Client Service Associate
- Client Service Associate jobs in New Braunfels, TX
- Client Service Associate jobs in San Marcos, TX
- Client Service Associate jobs in Schertz, TX
- Client Service Associate jobs in Cibolo, TX
- Client Service Associate jobs in Seguin, TX
- Client Service Associate jobs in Converse, TX
- Client Service Associate jobs in Universal City, TX
- Client Service Associate jobs in Live Oak, TX
- Client Service Associate jobs in Boerne, TX
- Client Service Associate jobs in Leon Valley, TX
- Client Service Associate jobs in Pleasanton, TX
- Client Service Associate jobs in Hondo, TX
- Client Service Associate jobs in Selma, TX
- Client Service Associate jobs in Helotes, TX
- Client Service Associate jobs in Kirby, TX
- Client Service Associate jobs in Alamo Heights, TX
- Client Service Associate jobs in Fair Oaks Ranch, TX
- Client Service Associate jobs in Floresville, TX
- Client Service Associate jobs in Windcrest, TX
- Client Service Associate jobs in Terrell Hills, TX