32 client services administrator jobs at 27 companies in Conroe, TX
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Client Acceptance Administrator
Houston, Texas, United States
OnsiteFull Time
Weaver: Provides accounting, audit, tax, and business advisory services.
2+ YOE2+ years in public accounting or professional services with client onboarding, risk assessment, conflict checks, strong attention to detail, communication, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
SPL: Provides laboratory testing and metrology for energy and environmental industries.
2+ YOE2+ years customer service or administrative experience, high school diploma or equivalent, proficiency with LIMS and Microsoft Office, strong communication and organizational skills.
LIMS, Microsoft Word, Microsoft Excel, Microsoft Outlook
ManhattanLife: Provides life, health, and annuity insurance products.
Bachelor's degree in Business/Finance required, bilingual (Spanish or Portuguese) required, strong communication, multitasking, and policy administration skills; proficiency with Microsoft Office, Teams, Webex, IBM AS400, AdminSeg, and SharePoint.
Microsoft Office, Microsoft Teams, Webex, IBM AS400, AdminSeg, Microsoft SharePoint
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
High school diploma, client service experience, excellent communication and attention to detail, proficiency in Microsoft Office Suite; may require assessments during hiring.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Part-time Client Service Coordinator with strong communication, multi-tasking, client service, and administrative skills; experience in veterinary or healthcare setting preferred.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions and documentation, support marketing and office operations; proficiency with MoneyGuide, Salesforce, and Microsoft Office.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills, willingness to obtain securities registrations (Series 7/63/65/66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Empyrean: Provides technology-driven employee benefits administration and enrollment solutions.
2+ YOE2+ years project management experience; experience in benefits administration and client consulting; strong MS Office and JIRA skills; people management; financial and project management; bachelor’s degree preferred.
2+ YOE2+ years investment industry experience, knowledge of administrative procedures, securities regulations, strong communication, and customer service; Series 7 and 63 or 66 required; proficient with Microsoft Office and Excel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Client Service Associate (The Woodlands, TX) Bilingual Requirement)
The Woodlands, Texas, United States
OnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provides administrative support to Financial Advisors, handles client interactions, processes transactions, opens accounts, uses CRM and Microsoft Excel; high school diploma required; 1+ year securities or related experience preferred.
Birmingham or Houston or Memphis or Atlanta or Florida
OnsiteFull Time
TrustmarkNASDAQ: TRMK: Provides retail and commercial banking, wealth, and insurance services.
7+ YOE1+ MgmtLeadership in qualified retirement plan sales/administration, ERISA knowledge, team management, strategic growth, and client relationship skills.
Action Behavior Centers: A provider of Applied Behavior Analysis (ABA) therapy serving children with autism and supporting their families.
1+ YOE1-2 years administrative or customer service experience; high school diploma/GED required (Bachelor's preferred); positive attitude, passion for autism services, strong communication and client-relations skills.
Goodwill Houston: Provides job training and employment services to individuals with barriers.
1+ YOEHigh school diploma or equivalent; 1–3 years client services or administrative experience preferred; proficient in Microsoft Office; strong written and verbal communication; reliable transportation; ability to work weekends.
Boardroom Salon for Men: Upscale men’s grooming salon offering professional, team-focused service.
2+ YOETwo years of customer service experience; flexible full-time schedule including evenings and weekends; strong client service and communication skills; professional appearance and demeanor; detail-oriented in fast-paced environment.