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Client Service Associate Jobs in Texas

Client Service Senior Associate
By JPMorgan Chase & Co. At Plano, TX, United States
Required Qualifications, Capabilities And Skills
Preferred Qualifications, Capabilities And Skills
Influences partners to recommend products and services based on knowledge of client and daily operating behaviors
Able to identify opportunities for use of digital tools to offer self-serve opportunities and solutions with a high degree of success
Solicits feedback on digital offerings in an effort to continuously adapt to the ever-changing landscape
Is proficient in digital offerings and is considered the first point of contact and trusted advisor
Registered Client Service Associate
By Texas Wealth Management, LLC At , Houston, 77058, Tx From $70,000 a year
At Texas Wealth Management, LLC we offer a professional (and fun) working environment:
Customer relationship management: 2 years (Preferred)
Possesses excellent communication and organizational skills
Solid problem solving and analytic abilities
Two plus years of experience in a similar position preferred
Competitive starting salary (70k+ possible depending on qualifications)

Are you looking for a job that combines your customer service skills with a passion for helping others? We are looking for a Client Service Associate to join our team and provide exceptional customer service to our clients. You will be responsible for responding to inquiries, resolving customer issues, and providing guidance and support to our clients. If you are a people-person with excellent communication skills, this is the perfect job for you!

What is Client Service Associate Skill Requirements?

• Excellent customer service and communication skills
• Ability to work in a fast-paced environment
• Ability to multi-task and prioritize tasks
• Proficiency in Microsoft Office
• Knowledge of customer service principles and practices
• Knowledge of relevant computer applications
• Ability to work independently and as part of a team

What is Client Service Associate Qualifications?

• Bachelor’s degree in business, finance, or related field
• Previous experience in customer service or a related field
• Knowledge of customer service principles and practices
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks

What is Client Service Associate Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of relevant computer applications
• Knowledge of financial services products and services
• Knowledge of banking regulations and procedures

What is Client Service Associate Experience?

• Previous experience in customer service or a related field
• Previous experience in the financial services industry

What is Client Service Associate Responsibilities?

• Provide excellent customer service to clients
• Respond to customer inquiries and complaints in a timely manner
• Process customer transactions accurately and efficiently
• Maintain customer records and accounts
• Assist customers with account inquiries and transactions
• Monitor customer accounts