Top 38 Customer accounts advisor Jobs in El Paso, Tx

ADMINISTRATIVE ASSISTANT / ASSOCIATE FINAICIAL REPRESENTATIVE
Northwestern Mutual —El Paso, TX
- From $50,000 a year
- Full-time
- Spanish
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Customer Accounts Advisor
Aaron's, Inc. —El Paso, TX
- $12.25 - $13.00 an hour
- Full-time
- 18 years or older
- Computer literacy
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
14d
Customer Accounts Advisor
Aaron's —El Paso, TX
- $12.25 - $13.00 an hour
- Full-time
- 18 years or older
- Computer literacy
- High school diploma or GED
- Health insurance
- Dental insurance
14d
Senior Outside B2B Sales Executive
Wholesale Payments —Texas
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Business Development Representative
CrossCountry Freight Solutions, Inc. DBA CCFS —El Paso, TX
- Full-time
- Mid-level
- 3 years
- Business development
Quick Apply
4d
Enterprise Solutions Director - Strategic Pursuits (RapidScale)
Cox Communications —Texas
- $148,500 - $247,500 a year
- Full-time
- 11+ years
- US work authorization
- Senior level
- Paid jury duty
- Paid holidays
Universal Experience Representative I
FIRSTLIGHT FEDERAL CREDIT UNION —El Paso, TX
- $17.77 - $22.21 an hour
- Part-time
- High school diploma or GED
- 1 year
- Communication skills
MSR/MSR II - Branch
RAIZ FEDERAL CREDIT UNION —El Paso, TX
- $17.34 - $28.96 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Account Executive I
AIT Worldwide Logistics, Inc. —El Paso, TX
- Online Application
- Remote
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Paid parental leave
- Health savings account
Sales & Service Representative
Hajoca Corporation —El Paso, TX
- $18.50 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Wellness program
Quick Apply
2d
Corporate Talent Acquisition Partner
Hunt Companies Business Services —El Paso, TX
- Customer service
- Office
- Analysis skills
- Health savings account
- Disability insurance
Quick Apply
9d
Account Executive - MR
Mobile Communications America Inc —El Paso, TX
- Full-time
- Remote
- Background check
- Pass drug screening
- Mid-level
- Paid holidays
- Health insurance
Real Estate Agent - El Paso
Rocket Companies —El Paso, TX
- Full-time
- Customer service
- Real Estate License
- Travel
- Commuter assistance
- Health savings account
Technical Account Manager - El Paso Public Safety
Axon —El Paso, TX
- Email
- Background check
- Mid-level
- Office
- Paid parental leave
- Health insurance
Quick Apply
1d
Sales Leader-Texas El Paso Sales Territory
State Farm —El Paso, TX
- $200,000 a year
- Weekends as needed
- Background check
- 5 years
- Clean MVR report
- Paid holidays
- Health insurance
9d
Deal Maker - M&A Account Manager (Remote)
National Industry Network —United States
- $150,000 - $250,000 a year
- Full-time
- Remote
- Mid-level
- Conflict management
- Flexible schedule
Quick Apply

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DGPerry CPAs + Advisors LLC —Dublin, OH
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Customer Accounts Advisor
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1d

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customer accounts advisor jobs near el paso, tx

ADMINISTRATIVE ASSISTANT / ASSOCIATE FINAICIAL REPRESENTATIVE

Northwestern Mutual
El Paso, TX

Quick Apply

Job Details

Full-time
From $50,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Spanish
Customer communication
Confidential information handling
Customer service
Desktop applications
Data entry
Productivity software
Office management
Insurance sales
Life & Health Insurance License
Time management
Customer data entry

Full Job Description

Job post summary

ADMINISTRATIVE ASSISTANT / ASSOCIATE FINAICIAL REPRESENTATIVE

We are looking for an energetic and dynamic professional with superior multi-tasking skills to be a member of our fast paced and growing team in El Paso! This individual will primarily assist with the personal practice of the Managing Director, as well as calendar management and coordination of leadership duties. The ideal candidate is dedicated and a hard worker with a passion to help people. If you are extremely motivated, self-starter, proactive, and goal oriented, then we want to hear from you!

OVERALL FUNCTION

The Associate Financial Representative (AFR) specializes in client service and supporting the Advisor as he/she focuses on building his/her practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network office and home office as well as the Advisor and clients. Specific responsibilities may include but are not be limited to:

SUPPORT

Handle case notes, process correspondence and maintain client case files.
E-file new statements, account forms and other insurance/investment-related materials
Maintain financial representative’s calendar and schedule follow-up appointments.
Input data and gather information at direction of financial representative in preparation for client/prospect meeting
Contact clients to set up follow-up meetings with representative
Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
Communicate with home office, NMIS and families to supply or obtain information
Prepare/email letters of instruction for client signature
Prepare policies for delivery
Calendar management
Maintain client engagement campaigns, such as newsletters, gifts, cards, etc.
Assist with social media campaign set ups and website updates as needed

CLIENT SERVICE SUPPORT | NON-SECURITIES PRODUCTS

Participate with the support of employing financial representative in various activities of the sales cycle for non-securities products
Contact clients, prospects and centers of influence for appointments and referrals to generate interest in non-securities related products
Meet with clients to complete non-securities insurance related applications
Initiate and perform sales of non-variable Additional Purchase Benefit (APB) and term conversions
Review insurance applications, conversions and policy changes for completeness and accuracy
Arrange medical, paramedical and any exams necessary for underwriting
Provide current status and account values for non-securities related accounts
Contact and advise clients regarding late payments and other non-securities sales and service related issues
Consult with clients on impact of changes to non-securities related products
Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)

QUALIFICATIONS

Life and Health licensed or gain licensing within 60 days of employment
Directly communicates with Spanish-speaking clients – Fluent Spanish is an essential function of this role
Financial Service or Insurance industry experience preferred
Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
Excellent verbal and written communication skills
Familiarity with Microsoft applications and data entry and information retrieval software
Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
High level of multitasking day to day is required
Strong attention to detail with the ability to work with a high degree of accuracy
Ability to proactively identify what needs to be accomplished and take action as appropriate
Has interest in learning on a continuous basis
Ability to embrace change and work in a fast-paced environment
Ability to work both independently and in a team
Ability to maintain confidentiality
Ability to handle change, pressure, coaching and feedback

Pay: $50,000.00 per year

BENEFITS

Salary
Paid vacations (PTO)
Retirement plan
Medical, Dental, Vision insurances

Job Type: Full-time

Benefits:

Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Physical setting:

In Office – not remote work

Schedule:

Monday to Friday | 8am – 5pm

Location: 5870 Onix Dr Ste A, El Paso, TX 79912

Pay: From $50,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

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customer accounts advisor jobs in el paso, tx

ADMINISTRATIVE ASSISTANT / ASSOCIATE FINAICIAL REPRESENTATIVE

Customer Accounts Advisor

Customer Accounts Advisor

Senior Outside B2B Sales Executive

Business Development Representative

Enterprise Solutions Director - Strategic Pursuits (RapidScale)

Universal Experience Representative I

MSR/MSR II - Branch

Account Executive I

Sales & Service Representative

Corporate Talent Acquisition Partner

Account Executive - MR

Real Estate Agent - El Paso

Technical Account Manager - El Paso Public Safety

Sales Leader-Texas El Paso Sales Territory

Deal Maker - M&A Account Manager (Remote)

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