44 client services administrator jobs at 36 companies in Jacinto City, TX
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Client Service Administrator
Denver or Folsom or Sacramento or Addison or Houston
$75k-$85k/yrHybridFull Time
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
3+ YOERequires strong client service, communication, organization, problem-solving, analytical, multitasking, mentoring, and Microsoft Office, CRM, and document management system proficiency; 3–5 years of financial services experience preferred.
Microsoft Office, Client Relationship Management (CRM), Document Management
Austin or Wharton or Wharton County or Brazoria County or Matagorda County
OnsiteFull Time
Endeavors: Provides social services and crisis relief for vulnerable populations.
1+ YOERequires 1+ year of customer service experience in social services or a related field, a valid driver's license with a clear record, daily vehicle access, and willingness to travel. Bachelor's degree preferred.
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
SPL: Provides laboratory testing and metrology for energy and environmental industries.
2+ YOE2+ years customer service or administrative experience; HS diploma; MS Office proficiency; able to handle multiple priorities; lab operations familiarity a plus.
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.
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yrHybridFull Time
Angeles Wealth Management: A wealth management firm providing institutional-quality investment processes and advisory services to wealthy families and individuals.
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
Cherry Bekaert: Provides accounting, tax, and business advisory services to organizations.
5+ YOEHigh school diploma, 5+ years in a client service-driven environment, administrative experience, Microsoft Office and Excel proficiency, strong communication, organization, and problem-solving skills.
Microsoft Office, Microsoft Excel, Suralink, TaxCaddy, SafeSend, CCH Axcess, Axcess Tax Returns
Baird: Employee-owned financial services firm providing wealth and asset management.
2+ YOERequires 2+ years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 plus Series 65 licenses, Microsoft Office proficiency, communication, organization, accuracy, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
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.
Sr. Administrative Assistant - Behavioral Health Services
Richmond, Texas, United States
$21-$26/hrOnsiteFull Time
Fort Bend County: Provides local government services to Fort Bend County residents.
2+ YOEHigh school diploma/GED, 2 years related experience, strong computer and typing skills, Excel/Outlook/Teams familiarity, ability to work with justice-involved or mental health clients, Mental Health First Aid training within 6 months.
Microsoft Excel, Microsoft Outlook, Microsoft Teams, Odyssey