Top 1239 & client services Jobs in Lindale, Tx

Client Service Representative
Shiloh Private Wealth —Tyler, TX
- $42,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Req #2494 - Administrative Assistant
APPALACHIAN FIELD SERVICE LLC —Tyler, TX
- From $18 an hour
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid training
- Health insurance
Quick Apply
Contract Courier/Delivery Person
Silver Star Express —Tyler, TX
- $25 - $30 an hour
- 8 hour shift
- Background check
- Clean driving record
- Pass drug screening
Quick Apply
2d
Client Service Representative
OspriBio Path —Tyler, TX
- $20 - $25 an hour
- Full-time
- Microsoft Outlook
- High school diploma or GED
- Continuous improvement
- Health insurance
- 401(k)
Quick Apply
11d
Administrative Services Coordinator Onsite
CBRE —Tyler, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
13d
Executive Administrative Assistant
OspriBio Path —Tyler, TX
- $20 - $25 an hour
- Full-time
- Computer literacy
- Mid-level
- Office
- Dental insurance
- 401(k)
Quick Apply
11d
Drug Testing Specialist
Drug & Alcohol Testing Compliance Services —Tyler, TX
- From $17 an hour
- Full-time
- Background check
- Pass drug screening
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Office Clerk (Part-Time)
Kemper Insurance —Tyler, TX
- Part-time
- Microsoft Outlook
- Word processing
- Writing skills
Quick Apply
10h
Patient Care Tech / PCT Recovery
UT Health East Texas —Tyler, TX
- Full-time
- Acute care
- Nursing
- Vital signs
- Health insurance
- Tuition reimbursement
1d
Office Assistant
Cutting Edge Irrigation & Lawns, LLC —Lindale, TX
- $33,280 - $39,520 a year
- Full-time
- Office
- Administrative experience
- High school diploma or GED
- Dental insurance
- Paid time off
Quick Apply
Behavior Technician (Paid RBT Training)
Galliant —Tyler, TX
- $15 - $16 an hour
- Full-time
- No experience needed
- High school diploma or GED
- Clinic
- Paid training
- Paid holidays
Quick Apply
Administrative Assistant
BCFS Health and Human Services —Tyler, TX
- Full-time
- Microsoft Word
- CPR Certification
- Microsoft Excel
Quick Apply
Case Manager
FAMILY ENDEAVORS INC —Tyler, TX
- $50,000 - $53,000 a year
- Weekends as needed
- LMFT
- Mid-level
- Driver's License
Behavioral Health Specialist - QMHP
La Luxe group LLC —Tyler, TX
- $30.22 - $36.39 an hour
- Part-time
- Hybrid work
- Mid-level
- Residential
- 3 years
Quick Apply
Customer Service Representative / Client Care Coordinator
2M Automotive, LLC —Tyler, TX
- $16 - $18 an hour
- Full-time
- Office
- Organizational skills
- In-person
- Paid training
- Health insurance
Quick Apply
11d
CPI Investigation Worker Trainee
Dept of Family & Protectve Svc —Tyler, TX
- $3,816.65 - $5,372.41 a month
- Extended hours
- Background check
- Clean driving record
- Hospital
- Paid holidays
- Dental insurance
Quick Apply
Case Manager/Outreach Intake Specialist
FAMILY ENDEAVORS INC —Tyler, TX
- $52,000 - $55,000 a year
- Weekends as needed
- LMFT
- Up to 50% travel
- Mid-level
11d
Medical Equipment Technician/Delivery Driver
Wilbea Medical Equipment, LLC —Tyler, TX
- $16 - $18 an hour
- Full-time
- Clean driving record
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Receptionist
Integrity Marketing Group —Tyler, TX
- Full-time
- Microsoft Outlook
- Office
- Organizational skills
- Travel reimbursement
Quick Apply
3d
Community Coordinator
Buckner International —Tyler, TX
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Ability to walk for extended periods

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& client services jobs near lindale, tx

Client Service Representative

Shiloh Private Wealth
Tyler, TX

Quick Apply

Job Details

Full-time
$42,000 - $70,000 a year
1 day ago

Benefits

Health insurance
Dental insurance
Paid time off
On-the-job training
Vision insurance
Opportunities for advancement

Qualifications

Managing customer accounts
Customer communication
Interpersonal skills
Managing clients in a customer support role
Attention to detail
Desktop applications
Organizational skills
Adaptability
Typing
Productivity software
Account management
Client email correspondence
Quality data entry
Client interaction via phone calls
Customer data entry

Full Job Description

Job Description

The Client Service Associate under the direct supervision, uses intermediate skills obtained through experience and training to assist financial advisors and provide clients with quality customer service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non- routine tasks with limited decision-making responsibility. Routine contact with internal and external customers is required to obtain, clarify, or provide facts and information. The associate enhances the client experience by providing exceptional client service, supporting branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Associate is responsible for understanding firm policies, procedures, and digital capabilities that will allow them to interact with Financial Advisors teams as well as new and existing clients.

Job Functions

Provide excellent customer service over the phone, in person and via email
Creating a warm, welcoming and professional atmosphere for clients
Managing the front desk by helping clients prepare for their visits
Receives and directs incoming calls and mail
Maintains all client paperwork and other documentation specified by management
Receives and deposits client checks
Efficiently and timely communicates with all team members
Maintain existing client relationships through the processing of client request, resolving client inquiries, and making sure key client information and documentation is up to date
Onboard new client accounts, which includes the collection of required documentation and client information
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Document internal processes and procedures related to duties and responsibilities
Receives cross training and assists with other operational functions and required
Ensures required client paperwork is current with firm and industry requirements, rules and regulations
Process and follows up on client documentation for proper maintenance of accounts
Collect the right documentation for opening ne accounts and service request
Actively engage in available training and education programs to maintain current status on policies, procedures and rick awareness

Skills Required

Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to adapt in an evolving environment
Proficient with general office applications
Skilled in preparing written communications and materials
Ability to multi-task and adapt to changes quickly
Self-motivated , independent worker, and thinker
Typing skills to ensure quick and accurate data entry

Education

Bachelor's or associates degree in business or finance preferred or equivalent combination of education and experience (minimum 3 - 5 years industry experience)

Benefits

Competitive salary based on experience and qualifications
Health, vision, and dental benefits included
Full on the job training and support
Opportunity for growth and advancement

Job Type: Full-time

Pay: $42,000.00 - $70,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Customer Service: 3 years (Required)

Location:

Tyler, TX 75701 (Required)

Shift availability:

Day Shift (Required)

Ability to Commute:

Tyler, TX 75701 (Required)

Work Location: In person

Quick Apply

Refine Your Search

& client services jobs in lindale, tx

Client Service Representative

Req #2494 - Administrative Assistant

Contract Courier/Delivery Person

Client Service Representative

Administrative Services Coordinator Onsite

Executive Administrative Assistant

Drug Testing Specialist

Office Clerk (Part-Time)

Patient Care Tech / PCT Recovery

Office Assistant

Behavior Technician (Paid RBT Training)

Administrative Assistant

Case Manager

Behavioral Health Specialist - QMHP

Customer Service Representative / Client Care Coordinator

CPI Investigation Worker Trainee

Case Manager/Outreach Intake Specialist

Medical Equipment Technician/Delivery Driver

Receptionist

Community Coordinator

I want to receive the latest job alert for & client services in lindale, tx

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