121 client services associate jobs at 65 companies in Manvel, TX
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Sr. Associate, AfroTech Client Services
Houston, Texas, United States
RemoteContract
3+ YOE3+ years client services or events experience; BS/BA preferred; experience with sponsor/account coordination, Asana and exhibitor systems; strong communication and independent execution skills.
Microsoft Office, Google Suite, Asana, Map Your Show
1mo
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Client Services Rep, Lab Services
Galveston, Texas, United States
OnsiteFull Time
2+ YOEAssociate degree in clinical lab sciences or basic sciences, 2 years hospital lab experience, ASCP/AMT MLS/M/MLT or BS in CLS, qualified for high-complexity testing, telephone and client communication skills.
UCB telephone system
3d
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Work From Home - Client Services Associate
Houston, Texas, United States
RemoteFull Time
Requires strong communication and interpersonal skills, ability to work independently and collaboratively, genuine desire to help others, and integrity in professional dealings.
Zoom
3w
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Client Associate
Houston, Texas, United States
OnsiteFull Time
High school diploma, client service experience, strong communication and attention to detail, proficient with Microsoft Office.
Microsoft Office
1mo
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Client Services Rep, Lab Services
Galveston, Texas, United States
OnsiteFull Time
2+ YOEAssociate degree in Clinical Laboratory Sciences or basic sciences, 2 years hospital laboratory experience, MLS/MT/MLT certification (ASCP or AMT) or BS in Clinical Laboratory Sciences; qualifies as CLIA high-complexity testing personnel.
1mo
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of client materials, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service support to Financial Advisors; high school diploma required; SIE/Series licenses preferred; proficiency with Microsoft Office and Salesforce; strong communication and client-focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
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
1mo
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Client Service Associate
The Woodlands, Texas, United States
OnsiteFull Time
Bachelor's degree required; experience with CRM and Microsoft Office; strong communication, client service, and account analysis skills; Series 7 preferred or ability to obtain within 6 months.
Client Relationship Management (CRM) software, Microsoft Office
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
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
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Provide exceptional client service supporting financial advisors, execute money movement transactions, manage calendars/travel/expense reports, use digital tools and Microsoft Office; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63/66 preferred or must obtain within 6–12 months, proficient in Microsoft Office, knowledge of brokerage operations and client service.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Client Account Associate
Houston, Texas, United States
OnsiteFull Time
Client outreach on receivables, reconcile outstanding balances, research and resolve billing issues, strong Excel and Microsoft Office skills, preferred bachelor's degree and 1-2 years client service experience.
Microsoft Office Suite, Microsoft Excel
3w
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Associate, Client Services
Houston, Texas, United States
HybridFull Time
Bachelor’s degree in finance, accounting, or business; U.S. work authorization; financial theory and accounting knowledge; analytical, communication, Word, and Excel skills.
Microsoft Word, Microsoft Excel
4d
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Client Experience Associate
Humble, Texas, United States
OnsiteFull Time
0+ YOETypically requires less than one year of related experience or product knowledge. No degree, certification, license, or language assessment is required. Requires customer service, banking, sales, communication, accuracy, and problem-solving skills.
1d
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Senior Client Service Account Associate
Houston or Tampa or Tampa or Houston
OnsiteFull Time
3+ YOERequires at least 3 years of relevant industry or functional experience, Treasury Services product knowledge, strong written and oral communication, risk judgment, prioritization, and client partnership skills.
VDI, Blackberry/Good mobile suite
4d
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Client Connection Associate
Houston, Texas, United States
OnsiteFull Time
High school diploma or GED, office computer and software knowledge, fluent written and verbal Spanish, strong interpersonal and communication skills, teamwork, and ability to work in a fast-paced environment.
2mo
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Rehire Client Support Associate
Alvin, Texas, United States
OnsiteMultiple Commitments Available
Strong interpersonal and communication skills, fast-paced retail experience, basic computer troubleshooting, and willingness to learn. Customer service or sales experience preferred but not required.
3mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
10+ YOEOver 10 years in Client Service with leadership experience; proficient with Fidelity/Schwab; MS 365; CRM; Portfolio Accounting; strong organization and communication skills.
Microsoft 365, CRM, Portfolio Accounting System, Document Management Software, Fidelity custodial platforms, Schwab custodial platforms
1mo
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Part Time Client Service Associate
Deer Park, Texas, United States
OnsitePart Time
0.5+ YOEMinimum 6 months banking/finance experience, college coursework preferred, strong written and oral communication, MS Office proficiency, CRM experience, scheduling and client-contact skills.
Microsoft Office, CRM
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