Client Services Associate
$16.54 - $22.67 per hourTBK Bank, SSB
## Client Services AssociateApply: Pueblo, CO: Full time: Posted Today: REQ-5085**Join TBK Bank!**At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.**Triumph Financial, Inc. (NASDAQ: TFIN),** is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.# SummaryAre you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.# Job DescriptionThe Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.# Team CultureAt Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we’re “Helping People Triumph.”Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.# How You'll Spend Your Time* Profile new and existing customers, suggesting tailored products/services.* Provide exceptional customer service, exceeding expectations.* Open new accounts, ensuring accuracy and timely documentation.* Assist with Stop Payments, Debit Card Orders, and more.* Take initiative to resolve customer issues and provide prompt feedback.* Help maintain customer goodwill and contribute to branch goals.* Professionally refer customers to various bank departments.* Safeguard customer info, adhere to regulations, and maintain security.* Process transactions while maintaining accurate records.* Contribute to local community and bank-sponsored events.# Education & Experience RequirementsThe ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.**Apply now** and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!*Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.***Compensation Range**Hourly: $16.54 - $22.67**We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.** #J-18808-Ljbffr
$96k - $127k
...topics. For nearly 20 years, we’ve helped clients access knowledge on demand from experts,... ...person, and hungry to grow fast , our Associate role at Third Bridge could be your next... ...offering a career launchpad . As a Client Services Associate, you’ll develop the commercial...SuggestedWork experience placementInternshipWorldwideFlexible hours- ...Fisher Investments in Tampa, Florida is seeking a Client Service Associate to build relationships with high-net-worth clients and guide them through their financial futures. You will coordinate requests with portfolio management, sales, and service teams, while maintaining...SuggestedWork at officeWork from home
$80k - $100k
...Client Services Associate / Specialist Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York, NY (local candidates only please) On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED...SuggestedWork at officeLocal areaMonday to Friday- ...Client Services - Client Success Associate, ADR Baton Rouge, LA, USA • Veritext, 721 Government Street, Baton Rouge, Louisiana, United States of America Job Description At Veritext, we focus on the details – so legal teams can focus on the case. About the role: Providing...SuggestedTemporary workSummer workWork at officeLocal areaRemote work
- ...Hightower is seeking a Client Service Associate for White Pine Wealth Management in Portland, ME. You will deliver a white-glove client experience, coordinating with advisors and the service team while handling sensitive financial information with utmost confidentiality...Suggested
- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...Full timeRemote work
- ...Aprio WealthManagement is seeking a Client Service Associate to support clients, advisors, and internal partners with high accuracy and responsiveness. This role emphasizes relationship-building, task coordination, and clear communication to ensure exceptional service...
$55k - $60k
...Roundabout Theatre Company, the nation’s largest not-for-profit theatre, seeks a Client Services Associate. Reporting to the Senior Manager for Client Services, the Client Services Associate will facilitate and support event and database-related work within Roundabout'...Full timeLive inWork at officeRemote work$53.74k - $88.29k
## Client Service AssociateApply: Berwyn, PA: Full time: Posted 2 Days Ago: R-104021**Job Description**Bryn Mawr Trust, a WSFS Company, provides... ...through multiple integrated businesses.The Client Service Associate supports the Retirement Plan Services team in delivering...Full timeWork at officeFlexible hours- ...professionals. Through our unparalleled list of services, incomparable customer support, and... ...Stack’s Bowers Galleries provides every client the opportunity to achieve their... ...environment? We’re looking for a Client Services Associate to join our growing team and be the...Full timeWork at officeFlexible hours
- ...Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing...
- ...Job Description Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client...
- ...Client Service Delivery Associate II Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
$50.25k - $64.5k
...Jersey City, NJ | Full-Time About the Role We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication. In this role, you’ll work directly with clients to understand their...Full time- ...Client Support Associate Hospital Success · Remote (US) · Full-time · Reports to Director of Hospital Success About Nest Nest builds care plan... ...requirements You have 1 or more years in customer support or client services You write clearly and patiently, including when the person...Full timeRemote work
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
- ...is a leading algorithmic trading firm and trusted electronic market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-service prime brokerage and execution via its cutting-edge proprietary...
- ...someone who thrives in a welcoming, customer service-oriented environment with excellent... ...enjoy building strong relationships with clients, then look no further and apply today!... ...Join our team as a Seasonal Client Support Associate and be the friendly face for all those...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
$25 per hour
...Member Services Associate Court 16's mission is to offer a unique and holistic tennis experience to kids and adults of all physical abilities... ...is a key part of successful club operations including; client services, facility upkeep, sales, inventory management, product...- ...Associate In Exposure Management Be at the center of risk management for a global leader in Securities Services. Your expertise will help drive the safety and soundness of our business, supporting institutional clients and enabling innovation across markets. As an...
- The ICC International Court of Arbitration seeks an arbitration intern to join the SICANA, Inc. case management team in New York, assisting with English-language arbitration documents and research. The role requires fluency in English, coursework or experience in international...Full timeInternship
- ...Payments Strategic Client Engagement Associate Help deepen relationships with strategic clients through targeted engagement strategies and help... ..., and skills ~2+ years of experience in financial services, marketing, sales enablement, communications, business management...
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
$20.87 - $27.84 per hour
## Wealth Management Client AssociateApply: Rio Rancho, NM: Arvada, CO: Full time: Posted... ..., administrative and customer service support to Investment Relationship Managers... ...internal policies, procedures, and all associated regulatory requirements - Experience with...Full timeTemporary workLocal area- ...Bank delivers the highest quality advice, service, capabilities, and products to wealthy... ...customized and comprehensive solutions to help clients with the many complexities they face by... ...Digital is seeking a motivated Senior Associate to join our Alternatives Product team....
- ...JOB SUMMARY: Collaborate with Parts, Service & Sales teams to develop client service repair options to insure client loyalty, revenues, and net profits. Serve as a single point of contact for the assigned client base. Receive and respond to all of the assigned client’s...Work at office
- ...Description We are looking for a friendly, professional, and dependable Guest Services Associate to join our team. This position serves as the first point of contact for our guests and students and plays an important role in creating a welcoming, positive experience from...Work at officeWeekend workAfternoon shift
- ...discharge planning. Duties include addressing case management needs of adolescent clients and their families including access to employment, education, entitlements, medical and psychiatric services, housing, socialization, and other supports. General Job Scope...Full timeTrial period
- ...Description: We are seeking a highly motivated and customer-oriented individual to join our team as a Guest Services Associate. In this dynamic role, you will be responsible for providing exceptional service to our guests across various areas, including the entrance...Hourly payAfternoon shift
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