Top 85 Client services associate Jobs in Westlake, Tx

Client Experience Associate
Fidelity TalentSource —Westlake, TX
- Temporary
- Microsoft Word
- Microsoft Outlook
- Sales
Client Services Specialist
Child Care Associates —Denton, TX
- $15.79 - $23.75 an hour
- Full-time
- Ability to walk for extended periods
- Mid-level
- High school diploma or GED
Quick Apply
Client Success Associate
Gartner —Irving, TX
- $53,000 - $77,000 a year
- Email
- Hybrid work
- Sales
- Residential
- Analysis skills
- Health insurance
- Dental insurance
Client Success Associate | GTP (Gartner for Technical Professionals)
Gartner —Irving, TX
- $53,000 - $77,000 a year
- Email
- Hybrid work
- Sales
- Residential
- Analysis skills
- Health insurance
- Dental insurance
Client Support Associate
All Points North —Fort Worth, TX
- $16 - $20 an hour
- Computer literacy
- Clinic experience
- Mid-level
Quick Apply
9d
Client Experience Team Lead
Fidelity Investments —Westlake, TX
- Overtime
- 5 years
- Supervising experience
- Mentoring
2d
Client Onboarding Associate
Novatech —Irving, TX
- Analysis skills
- Driver's License
- Communication skills
- Mileage reimbursement
- Paid parental leave
Quick Apply
International Client Service Associate
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Client Support Associate-PRN
All Points North —Fort Worth, TX
- $16 - $20 an hour
- Part-time
- Computer literacy
- Clinic experience
- Mid-level
Quick Apply
9d
Client Service Associate
JPMorganChase —Plano, TX
- Full-time
- Google Workspace
- Bachelor of Science
- Research
- Health insurance
- Tuition reimbursement
3d
Client Success Coordinator
Cain Watters & Associates, LLC —Frisco, TX
- $20 - $25 an hour
- Full-time
- Hybrid work
- Urgent Care
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
Quick Apply
2d
Part-Time Client Service Associate
Morgan Stanley —Fort Worth, TX
- Part-time
- Writing skills
- Office
- High school diploma or GED
12d
Client Onboarding Associate
Novatech, Inc. —Irving, TX
- Analysis skills
- Driver's License
- Communication skills
- Mileage reimbursement
- Paid parental leave
Quick Apply
Client Service Associate - Non-Registered
Stifel —Frisco, TX
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Associate CRM Client Success Coach
Aesthetic Record —Irving, TX
- $55,000 - $60,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
5d
Investment Operations Client Support Specialist
Cain Watters & Associates, LLC —Frisco, TX
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Urgent Care
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Client Solutions Associate
TWD Financial —Plano, TX
- $2,000 - $5,000 a month
- Choose your own hours
- Hybrid work
- Communication skills
- Entry level
- Under 1 year
- 401(k) matching
- Opportunities for advancement
Quick Apply
20h
Client Services Representative
FlightSafety International —Dallas/Fort Worth International Airport, TX
- Sales
- English
- Office
Client Success Associate- Spanish/English Territory
Gartner —Irving, TX
- $53,000 - $77,000 a year
- Email
- Hybrid work
- Spanish
- English
- Residential
- Health insurance
- Dental insurance
Client Success Partner
Gartner —Irving, TX
- $62,000 - $87,000 a year
- Email
- Hybrid work
- Sales
- Mid-level
- Residential
- Health insurance
- Dental insurance

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near westlake, tx

Customer Success Manager jobs in Irving, TX

Client Services Associate jobs in Plano, TX

Client Services Associate jobs in Frisco, TX

Client Associate jobs in Irving, TX

Career Coach jobs in Irving, TX

Client Services Specialist jobs in Mercer Island, WA

Republic Services jobs in Anaheim, CA

Client Services Specialist jobs in Boston, MA

Client Service Associate jobs in San Diego, CA

Client Services Specialist jobs in Deerfield, IL

Client Services Specialist jobs in Montana

Customer Service Representative jobs in El Paso, TX

Customer Success Manager jobs in Oregon

Customer Success Manager jobs in Lake Mary, FL

Healthcare Project Manager jobs in Virginia

Entry Level Customer Success Manager Remote Work jobs in Remote

Customer Success Manager jobs in Virginia Beach, VA

Non Phone Customer Service jobs in Chicago, IL

Customer Success Manager jobs in Silicon Valley, CA

Client Services Associate jobs in Boulder, CO

Client Experience Associate

Fidelity TalentSource -
Westlake, TX

Apply Now

Job Details

Temporary | Full-time

Qualifications

Customer communication

Full Job Description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Associate to work in Westlake, TX!

Got personality? Like to talk? Have a desire to problem tackle, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Advisor Experience team. As an Advisor Experience Specialist, you will be the primary point of contact for any service-related activities for professional financial advisors working on behalf of Fidelity Charitable Giving Account Holders. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on.
The work shift for this role is 9:30 AM - 6:00 PM CST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)

The Role

The Advisor Experience Specialist is a part of the Premium Service group, working to provide an outstanding service experience to, and fosters relationships with, ultra-high net worth strategic advisor firms (the most complex relationships within Fidelity Charitable) and select donors. The AXS will be part of a team dedicated to answering strategic advisor and high net worth donor calls and responding to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.

The Expertise We’re Looking For

Bachelor’s degree preferred
Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment preferred
2-3 years Customer Service, Sales, Service Operations or UHNW background preferred

The Skills You Bring

Your proficient verbal and written communication skills required
Your very best problem- solving skills with excellent follow through
Your strong organizational skills, planning and time management
You are able to proficiently multi-task in a Windows based environment
You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. (ability to learn these systems requested)
Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available.

The Value You Deliver

Providing outstanding customer service via phones and email communication
Collaborating with internal Charitable business partners to fulfill special handling
Employing good sound judgment in decision making or problem resolution
Coordinate with management to implement expedited delivery requests
Ensure daily work meets accuracy standards and is completed in a timely manner
Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries
Maintain up-to-date procedures for those functions for which responsible
Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable

Note: Fidelity is not providing immigration sponsorship for this position

How Your Work Impacts the Organization

The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at [email protected] if you would like to request an accommodation.

Apply Now

Refine Your Search

client services associate jobs in westlake, tx

Client Experience Associate

Client Services Specialist

Client Success Associate

Client Success Associate | GTP (Gartner for Technical Professionals)

Client Support Associate

Client Experience Team Lead

Client Onboarding Associate

International Client Service Associate

Client Support Associate-PRN

Client Service Associate

Client Success Coordinator

Part-Time Client Service Associate

Client Onboarding Associate

Client Service Associate - Non-Registered

Associate CRM Client Success Coach

Investment Operations Client Support Specialist

Client Solutions Associate

Client Services Representative

Client Success Associate- Spanish/English Territory

Client Success Partner

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

Explore jobs in more locations

The Role

The Expertise We’re Looking For

The Skills You Bring

The Value You Deliver

How Your Work Impacts the Organization

Company Overview

Job Seeker Tools

Employer Tools

Browse

Stay Connected