NewClient Services Advisor Spieldenner Financial GroupClient Services AdvisorHouston, TX$500–$2,000Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate - Client Accounting Services, Real EstateHouston, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate- Client Accounting Services, Real EstateHouston, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewClient Relations Coordinator Forensic Services practice CRA International IncClient Relations Coordinator Forensic Services practiceHouston, TX$70,000–$85,000 / yearCRA is a leading global consulting firm that provides independent economic and financial analysis behind litigation matters, guides businesses through critical strategy and operational issues to become more profitable, and advises governments on the economic impact of policies and regulations. The Client Relations Coordinator will serve as the primary day-to-day contact for many of our alliance partners, ensuring consistent communication, coordinating joint initiatives, and helping transform partner relationships into new business opportunities.
NewSenior Client Service Account Associate JPMorgan Chase & CoSenior Client Service Account AssociateHouston, TXAs a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Partner, Professional Services, US (Remote) ZinierClient Partner, Professional Services, US (Remote)Houston, TXRemoteOur hybrid workforce is spread across London, Lisbon, Mexico City, Singapore and Bangalore, and leading investors, including Accel, ICONIQ Capital, Founders Fund, Newfund Capital, NGP Capital, Tiger Global Management and Qualcomm Ventures LLC. We're seeking a technically-minded Client Partner who can confidently engage IT and business teams, translate customer needs into clear technical priorities, and own the relationship end-to-end.
Payments- Escrow Client Service Account Controls Associate JPMorgan Chase & CoPayments- Escrow Client Service Account Controls AssociateHouston, TXAs an Escrow Client Service Account Controls Associate within Wholesale Payments, you will play a key role in supporting North America Escrow while enhancing and maintaining risk and control activities across global Escrow locations, including North America, Europe, Asia Pacific, and Latin America. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Registered Client Service Associate StifelRegistered Client Service AssociateHouston, TexasFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: As a Client Services Associate (Registered), you will work closely with one or more Financial Advisors to deliver a high level of service to clients and support the day-to-day operations of the branch.
Payments- Escrow Client Service Account Controls Associate JPMorgan Chase Bank, N.A.Payments- Escrow Client Service Account Controls AssociateHouston, TXFull timeAs an Escrow Client Service Account Controls Associate within Wholesale Payments, you will play a key role in supporting North America Escrow while enhancing and maintaining risk and control activities across global Escrow locations, including North America, Europe, Asia Pacific, and Latin America. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Business Management, Vice President - Private Bank Latin America Client Service JPMorgan Chase & CoBusiness Management, Vice President - Private Bank Latin America Client ServiceHouston, TXOur Team of dedicated Business Managers work hand-in-hand with senior leaders of the Client Service, Experience and Development organization to evolve our business capabilities and drive strategic organizational growth. Represent the business in internal and external working groups, ensuring effective communication and alignment across all levels of the organization, while maintaining business hygiene through compliance, training, access management, and resiliency planning.
Client Development Director, Global Leadership Advisory Services Spencer StuartClient Development Director, Global Leadership Advisory ServicesHouston, TX$170,000–$210,000 / yearSpencer Stuart also offers a competitive benefits package, which includes: Retirement savings plan with discretionary profit sharing contribution and employer match; PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; Life Insurance, and short-term and long-term disability insurance; Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and. Operating synergistically alongside the Firm's market-leading Executive Search business, LAS professionals provide advice and partnership to clients navigating a range of key leadership and talent issues including: aligning culture and talent strategy with business strategy; maximizing team effectiveness; merger integration support; executive assessment; and talent development and transition support.
Client Service Associate Stifel Financial CorpClient Service AssociateHouston, TXUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Client Service Associate Burnett SpecialistsClient Service AssociateHouston, TXClient Service Associate - Houston Area A boutique wealth management firm located in Houston is seeking a Client Service Associate to join their team. Servicing client accounts- opening up new client accounts, setting up ACH transfers, and managing forms on client accounts.
Client Service Leader GallagherClient Service LeaderHouston, TexasFull timeWhether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work.
Client Service Leader - Transportation Design CDM SmithClient Service Leader - Transportation DesignHouston, TexasAs a member of this team, you would contribute to CDM Smith's mission by: • Developing new business and maintaining high-value relationships with key districts and divisions of TxDOT and other local/regional clients for highway, roadway, and bridge/structural projects where you see opportunity. • Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development.
Client Service Leader - Transportation Design CDM Smith IncClient Service Leader - Transportation DesignHouston, TXAs a member of this team, you would contribute to CDM Smith's mission by: • Developing new business and maintaining high-value relationships with key districts and divisions of TxDOT and other local/regional clients for highway, roadway, and bridge/structural projects where you see opportunity. • Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development.
NewClient Service Representative VCA IncClient Service RepresentativeSpring, TXAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Service Associate BOK Financial CorpClient Service AssociateHouston, TXThe Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Client Service Representative Ark Insurance AgencyClient Service RepresentativeHouston, Texas$50,000–$70,000 / yearWork with new clients and support our team in an effort to understand our customer's needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary. Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Transportation Client Service Leader - CE&I CDM SmithTransportation Client Service Leader - CE&IHouston, TexasDeveloping and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. As a member of this team, you would contribute to CDM Smith's mission by: Developing new business and maintaining high-value relationships with key districts and divisions of TXDOT, toll authorities such as HCTRA and NTTA, and other local/regional clients where you see opportunity.