Client Services Associate Salaries in Spring, TX

In this role, you will be the first point of contact for clients, providing exceptional customer service while assisting with scheduling, answering questions,…

$1,300 - $4,000 a month

Ability to operate virtual media software, connect to Zoom sessions, and connect audio calls to video calls. Conducts data entry, maintains document retention,…

$79,600 - $104,500 a year

Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example,…

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update,…

Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.