15 client support manager jobs at 9 companies in Selma, TX
3w
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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
1w
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Office Support- Student
San Antonio, Texas, United States
$15/hr OnsitePart Time
Perform clerical duties, manage EVV visit records, answer phones, support front desk, train clients on EVV, maintain confidentiality, and have valid driver's license.
Electronic Visit Verification (EVV), Microsoft Office
2w
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Wealth Management Client Associate
San Antonio, Texas, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, uphold policies, and deepen client relationships; high school diploma/GED and 1 year experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Wealth Management Client Associate
San Antonio, Texas, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accuracy of client materials, promote banking offerings, and operate with discretion; high school diploma/GED required; 1+ year experience; ability to learn technology platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Wealth Management Client Associate
San Antonio, Texas, United States
OnsiteFull Time
Client service support for financial advisors; high school diploma/GED required; FINRA SIE/Series securities preferred; strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2mo
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Business Development Manager
Dripping Springs, Texas, United States
$80k/yr OnsiteFull Time
5+ YOE5+ years experience in project development, sales support, or logistics; ability to develop business, manage complex projects, perform cost analysis, mentor staff, and maintain client relationships.
1w
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Case Manager
New Braunfels, Texas, United States
OnsiteFull Time
Provide trauma-informed case management, safety planning, resource coordination, housing support, advocacy, documentation, and crisis intervention for shelter residents and clients.
Microsoft Office 365
1w
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Branch Office Administrator - San Antonio, TX
San Antonio, Texas, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle correspondence, use MoneyGuide, Salesforce and Microsoft Office, and deliver exceptional client service.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Customer Care Manager - State Farm Agent Team Member
Boerne, Texas, United States
$45k-$65k/yr OnsiteFull Time
Service-oriented role overseeing daily client support, licensing requirements, and opportunities to refer to sales.
1mo
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Wealth Relationship Manager Associate
San Antonio, Texas, United States
OnsiteFull Time
Provide client service support, prepare financial planning data, use WealthView/E-Money, strong Microsoft Office skills, four-year degree in business preferred, CFP track preferred.
WealthView, E-Money, Microsoft Office
3d
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Wealth Management Specialist
San Antonio, Texas, United States
OnsiteFull Time
Provide client service and operations support for wealth management teams; knowledge of Merrill Wealth Management, SAFE Act registration for mortgage origination when applicable, high school diploma/GED, Salesforce experience preferred.
Salesforce
1mo
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Branch Office Administrator - Garden Ridge, TX
Garden Ridge, Texas, United States
OnsiteFull Time
Provide client service, account management, and administrative support for financial advisors; strong attention to detail, analytical thinking, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
1w
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Senior Sales Agent
Boerne, Texas, United States
$88k-$102k/yr OnsiteFull Time
Develop and coach new agents, provide sales guidance, communicate clearly, and support client education about supplemental health coverage.
2d
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Wealth Management Specialist
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED required; minimum 2 years experience; SAFE Act registration required for mortgage origination; client service, operations support, and relationship skills; Salesforce experience preferred.
Salesforce
1w
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Case Development Intake Attorney $100,000
Dallas or San Antonio or Austin or Corpus Christi
$100k/yr OnsiteFull Time
0+ YOEJD and Texas bar admission required; 0–3 years personal injury experience preferred; strong client communication, sales, leadership, and legal research skills; valid TX driver license and ability to supervise support staff.
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