Client Services Representative
Baker Tilly Vantagen, LLC —Houston, TX
- $18.95 - $33.00 an hour
- Full-time
- Remote
- HIPAA
- Research
- High school diploma or GED
Quick Apply
5d
Client Success Associate
Onshore —Houston, TX
- $100,000 - $120,000 a year
- Remote
- Mid-level
- 3 years
- Analysis skills
- Paid parental leave
- Health savings account
Quick Apply
Client Experience Specialist/Front Desk
JAMS, Inc. —Houston, TX
- $79,600 - $104,500 a year
- Full-time
- Background check
- Inventory management
- Computer literacy
- Paid training
- Health insurance
Quick Apply
Client Service Associate – Teller (40 hours) | Bilingual Spanish/English Preferred | Lacy Drive – Baytown, TX
Amegy Bank —Baytown, TX
- Full-time
- Spanish
- Basic math
- English
- Profit sharing
- Paid training
5d
Principal Associate, Process Manager - Client Engagement & Issue Resolution
Capital One —Houston, TX
- Email
- Office
- 3 years
- High school diploma or GED
- Health insurance
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- $12 - $18 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
10d
Part-time Client Service Associate – Teller (20 hours) | *Afternoon Shift* | Friendswood, TX
Amegy Bank —Friendswood, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
9d
Client Service Representative
VCA Animal Hospitals —Houston, TX
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
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Morgan Stanley —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
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Fragomen —Houston, TX
- Full-time
- Background check
- Mid-level
- Office
9d
Corporate Client Associate
Dream Opportunity —Houston, TX
- $65,000 - $85,000 a year
- Full-time
- Google Workspace
- Writing skills
- Research
Quick Apply
Client Experience Associate
PNC Financial Services Group —Houston, TX
- Full-time
- Spanish
- Office
- No degree
- Wellness program
- Health savings account
10d
Senior Client Services Consultant
Fragomen —Houston, TX
- Full-time
- Background check
- Mid-level
- Office
Client Service Associate
Morgan Stanley —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
4d
U.S. Private Bank - Client Service Associate
JPMorganChase —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Tuition reimbursement
12d
Private Wealth Client Associate
Bank of America —Houston, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Part-time Client Service Associate – Teller (20 hours) | South Shaver – Pasadena, TX
Amegy Bank —Pasadena, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Part-time Client Service Associate – Teller (20 hours) | Bilingual Spanish/English Preferred | *Closing Shift* | Bacliff, TX
Amegy Bank —Bacliff, TX
- Part-time
- Spanish
- Basic math
- English
- Profit sharing
- Paid training
5d
Client Service Associate (Houston, TX)
Raymond James Financial, Inc. —Houston, TX
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Experienced Tax Associate - Private Client Services
EisnerAmper LLP —Pasadena, TX
- Full-time
- Hybrid work
- CPA
- Mid-level
- Master's degree
11d

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Client Services Representative

Baker Tilly Vantagen, LLC -
Houston, TX

Quick Apply

Job Details

Full-time
$18.95 - $33.00 an hour
5 days ago

Qualifications

Customer communication
Employee relationship building
High school diploma or GED

Full Job Description

Overview

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. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker 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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Responsibilities:

Project a professional attitude and positive image.
Support large volumes of inbound and outbound contacts promptly.
Follow compliance guidelines and reference job aides when addressing varying topics.
Identify customer needs, clarify information, research issues and provide next steps and solutions.
Maintain ownership of contact experience and resolution for assigned casework.
Build sustainable relationships with internal service partners.
Keep detailed records of contacts in the agent ticketing system.
Complete educational seminars to enhance knowledge, performance and maintain continuing educations requirements.
Maintain awareness of client updates, policy or procedure changes.
Demonstrate strong soft skills, including active listening, empathy, and adaptability. Anticipate customer needs and tailor responses accordingly.
Accurately and actively utilize the ticketing process to collaborate with team members and resolve assigned cases.
Ability to meet or exceed established goals for both internal call monitoring audits, contact metrics, and client satisfaction surveys.
Adhere to attendance and punctuality standards.
Adapt to change and meet the changing demands of the work environment.
Assist other department personnel as needed due to fluctuating workloads.
Perform other related duties as assigned.
Compliance with HIPAA regulations and all Baker Tilly Vantagen guidelines.

Qualifications

High School Diploma required, Associates Degree preferred.
2 years experience accepted in lieu of degree.
A basic understanding of health insurance terminology is preferred.
Ability to effectively work in a contact center environment.
Ability to work in high pressure environment and deal effectively with all customers.
Commitment to high quality service.
Excellent oral & written communication skills.
Experience working in a remote position.
Strong data entry skills and proficiency in the use of a PC, including use of multiple applications simultaneously.
Ability to locate and interpret complex information from a variety of data sources.
Ability to work in a fast-paced production and quality environment to meet required standards.

The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience,
qualifications, degrees, professional certifications, work arrangements and geographic
location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

In Houston, TX: pay rate range is $22.50 to $33.00
In Madison, Wi: pay rate range is $18.95 to $31.50

Quick Apply

Refine Your Search

client services associate jobs in baytown, tx

Client Services Representative

Client Success Associate

Client Experience Specialist/Front Desk

Client Service Associate – Teller (40 hours) | Bilingual Spanish/English Preferred | Lacy Drive – Baytown, TX

Principal Associate, Process Manager - Client Engagement & Issue Resolution

Insurance Agent- Sales, Customer Service

Part-time Client Service Associate – Teller (20 hours) | Afternoon Shift | Friendswood, TX

Client Service Representative

Registered Client Service Associate

Client Services Consultant

Corporate Client Associate

Client Experience Associate

Senior Client Services Consultant

Client Service Associate

U.S. Private Bank - Client Service Associate

Private Wealth Client Associate

Part-time Client Service Associate – Teller (20 hours) | South Shaver – Pasadena, TX

Part-time Client Service Associate – Teller (20 hours) | Bilingual Spanish/English Preferred | Closing Shift | Bacliff, TX

Client Service Associate (Houston, TX)

Experienced Tax Associate - Private Client Services

I want to receive the latest job alert for client services associate in baytown, tx

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Overview

Job Description:

Responsibilities:

Qualifications

In Houston, TX: pay rate range is $22.50 to $33.00
In Madison, Wi: pay rate range is $18.95 to $31.50

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client services associate jobs in baytown, tx

I want to receive the latest job alert for client services associate in baytown, tx

Related Searches

Explore jobs in more locations

Overview

Job Description:

Responsibilities:

Qualifications

In Houston, TX: pay rate range is $22.50 to $33.00 In Madison, Wi: pay rate range is $18.95 to $31.50

In Houston, TX: pay rate range is $22.50 to $33.00
In Madison, Wi: pay rate range is $18.95 to $31.50