Top 31 Client services associate Jobs in Tomball, Tx

Client Service Associate
Raymond James Financial, Inc. —The Woodlands, TX
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Client Experience Associate
PNC Financial Services Group —The Woodlands, TX
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
Client Service Representative
VCA Animal Hospitals —Spring, TX
- Full-time
- Entry level
- Health insurance
- Dental insurance
Wealth Management Client Associate
Bank of America —The Woodlands, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Part-time Client Service Associate – Teller (20 hours) | *Afternoon/Closing Shift* | Coles Crossing – Cypress, TX
Amegy Bank —Cypress, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Client Service Associate
Ameriprise Financial —Houston, TX
- Full-time
- Hybrid work
- Research
- Office
- 3 years
4d
Client Service Associate (The Woodlands, TX) Bilingual Requirement)
Raymond James Financial, Inc. —The Woodlands, TX
- Full-time
- Bilingual
- Writing skills
- Research
- Paid holidays
- Health insurance
Client Services Analyst
Financial Software Solutions, LLC —Houston, TX
- $20 - $30 an hour
- Full-time
- Research
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Registered Client Service Associate (The Woodlands, TX)
Oppenheimer & Co. Inc. —The Woodlands, TX
- Full-time
- Entry level
Quick Apply
Part-time Client Service Associate – Teller (20 hours) | Westchase – Houston, TX
Amegy Bank —Houston, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Part-time Client Service Associate – Teller (20 hours) | Bell Tower – Houston, TX
Amegy Bank —Houston, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Client Patient Coordinator, Internal Medicine
Ethos Veterinary Health —Houston, TX
- $17 - $20 an hour
- Full-time
- Surgery
- Word processing
- Internal Medicine
- Health savings account
- Paid holidays
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Houston, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
5d
Registered Client Service Associate
Ameriprise Financial —Kingwood, TX
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Senior Client Service Associate
Westwood Management Corp —Houston, TX
- Hybrid work
- 18 years or older
- 7 years
- Office
- Paid time off
- Parental leave
Quick Apply
Client Sales Associate
Prime Time Executives Incorporated —Katy, TX
- $52,000 - $60,000 a year
- Full-time
- Presentation skills
- In-person
- Communication skills
- 401(k) matching
- Employee discount
Quick Apply
4d
Client Specialist
Talbots —Houston, TX
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Senior Audit Associate (Client Service)
Doeren Mayhew CPAs and Advisors —Houston, TX
- Senior level
- Leadership
- 2 years
Quick Apply
Sales & Customer Experience Associate (Part-Time)
Fajas Colombianas Sale —Houston, TX
- $12 - $15 an hour
- Part-time
- Spanish
- English
- Cash register
- Paid training
- Employee discount
Quick Apply
Client Financial Services Associate- Bilingual (ENG & SPAN)-ALL TRAINING PROVIDED
Upgraded Standard —Houston, TX
- $22,000 - $78,500 a year
- Part-time
- Hybrid work
- Background check
- 18 years or older
- Spanish
- Paid training
- Flexible schedule
Quick Apply
5d

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Client Service Associate

Raymond James Financial, Inc. -
The Woodlands, TX

Apply Now

Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Opening bank accounts
Customer records maintenance
Managing customer accounts
Investment advisory support
Account maintenance
Financial transaction processing
Phone communication
Spreadsheets
Service scheduling
Filing
Client file management
Research
Mid-level
3 years
Data summary reports
Meeting scheduling
Managing clients in a customer support role
Client database systems
Series 7
Math
Records management
Bachelor's degree
Task prioritization
Industry knowledge of financial regulations
Investment account customer support
Desktop applications
Prospecting
Relationship management
CRM system proficiency
Productivity software

Full Job Description

Job Description Summary

McLinden Financial is a diverse team, united behind our clients’ goals. We believe in hard work, integrity, and a collaborative approach to each day. We are seeking a Client Service Associate with shared values to join our team.

The ideal candidate is detail-oriented, professional, and can work independently as well as part of a team. They are a lifelong learner and share our client-centric vision. We offer a competitive benefits package and an environment for professional and personal development.

By joining us, you’re joining a team who cares!

Job Description

Essential Duties and Responsibilities

Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

Opens new client accounts, process money movement, and researches information as needed

Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion

Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients

Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor

Creates and maintains records and files utilizing Client Relationship Management (CRM) software

Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures

Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

Company’s working structure, policies, mission, and strategies

General office practices, procedures, and methods

Basic investment concepts, practices and procedures used in the securities industry

Financial markets, products and industry regulations

Skill in

Client Relationship Management (CRM) software

Microsoft Office

Effective communication (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Analyze and research account information

Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

Handle stressful situations and provide a high level of customer service in a calm and professional manner

Analyze problems and establish solutions in a fast-paced environment

Use mathematics sufficient to process account and transaction information

Use appropriate interpersonal styles and communicate effectively

Work both independently and as part of a team

Provide a high level of customer service

Experience Requirements

3+ years of industry experience

Licenses/Certifications

Series 7 preferred

Education Requirements

Bachelor's degree preferred

Workstyle: Onsite

Travel: Less than 10% - which may include continuing education and conferences

Benefits: Medical Insurance, Retirement, PTO

McLinden Financial and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1

Apply Now

Refine Your Search

client services associate jobs in tomball, tx

Client Service Associate

Client Experience Associate

Client Service Representative

Wealth Management Client Associate

Part-time Client Service Associate – Teller (20 hours) | Afternoon/Closing Shift | Coles Crossing – Cypress, TX

Client Service Associate

Client Service Associate (The Woodlands, TX) Bilingual Requirement)

Client Services Analyst

Registered Client Service Associate (The Woodlands, TX)

Part-time Client Service Associate – Teller (20 hours) | Westchase – Houston, TX

Part-time Client Service Associate – Teller (20 hours) | Bell Tower – Houston, TX

Client Patient Coordinator, Internal Medicine

Registered Wealth Management Client Associate

Registered Client Service Associate

Senior Client Service Associate

Client Sales Associate

Client Specialist

Senior Audit Associate (Client Service)

Sales & Customer Experience Associate (Part-Time)

Client Financial Services Associate- Bilingual (ENG & SPAN)-ALL TRAINING PROVIDED

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