Client Service Associate
$49k - $54kAlphabe Insight
Client Service AssociateCatch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations elevate their outreach, strengthen customer relationships, and expand their market influence through innovative strategies and personalized support. Our team is driven by excellence, collaboration, and a commitment to creating lasting value for our clients. As we continue to grow, we are seeking talented individuals who share our vision and ambition.Job DescriptionWe are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston, TX. This role is essential to ensuring seamless communication, efficient problem resolution, and a positive experience for our clients. The ideal candidate excels in a structured environment, maintains strong organizational habits, and brings a solution-oriented approach to each task.ResponsibilitiesServe as a primary point of contact for client inquiries and support requests.Maintain accurate documentation, records, and updates within internal systems.Coordinate with internal teams to ensure timely resolution of client needs.Develop a strong understanding of client accounts and provide tailored assistance.Uphold company standards by delivering consistent, professional communication.Identify opportunities to improve processes and enhance client satisfaction.QualificationsStrong verbal and written communication skills.High level of professionalism and confidentiality.Ability to multitask, prioritize, and manage time effectively.Detail-oriented with strong organizational abilities.Problem-solving mindset with a commitment to high-quality service.Ability to work independently and collaboratively within a team.Additional InformationCompetitive salary ($49,000 – $54,000 per year).Professional growth and advancement opportunities.Supportive and structured work environment.Skill development and ongoing training.Stable full-time position with long-term potential.
- ...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedWork at officeLocal area
- ...Client Service AssociateAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based in...SuggestedWork at office
$70k - $90k
...Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...growing businessServe as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide calendar...Suggested$100k - $120k
Client / Corporate: ClientWork Mode: In-OfficeName: Senior Client Service AssociateJob ID: 22245City: HoustonPublished date: 12-Oct-2026State: TexasCountry: United StatesApply: Client Service Associate - Private Wealth ServicesHouston Location, Full-Time PositionOur client...SuggestedFull timeLocal areaFlexible hours- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As...SuggestedWork experience placementWork at office
- Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Work at officeLocal areaWork visa
- ...specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through... ...Description Position Summary: The Client Service Associate (CSA) plays a critical role in delivering a first...Work at office
- ...! Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness....Remote workWork from home
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work experience placementWork at office
- Horizon Wealth Advisors is a fee-only, fiduciary wealth management firm in Houston, founded in 1999. As our Client Service Associate, you'll be a first point of contact for clients and the person who keeps their requests moving, from returning a phone call to completing...Work at officeMonday to Friday
- ...institutional investors, private wealth clients and financial intermediaries. The firm specializes... ..., delivering personalized, high-touch service with discretion, precision, and care to... ...personalized. The Senior Client Service Associate provides a white-glove, concierge-level...Work at officeImmediate startVisa sponsorship
- ...entrepreneurial roots—valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer... ...roles in the organization. This role is the face of client service excellence and engagement with our Operating Partner Families &...Work at officeLocal areaWork from homeWorldwide
- ...Client Service AssociateJoin J.P. Morgan's Latin America Private Bank and become part of a collaborative team dedicated to delivering an exceptional experience to our clients. As a Client Service Associate, you'll build and deepen client relationships while partnering...Work at office
- ...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 related needs of a Private Banking...Work at office
- If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client...Work at office
$66k - $102.6k
...Job Information Job Identification 210653328 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 08/01/... ...Disability/Veterans Job Description As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will...Full timeWork at officeShift work- ...Description Working with the Commercial Lines Account Manager in the management of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and ID cards, assisting with claims,...
$48.9k - $65.2k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments... ...explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial...$84k - $202k
...The Opportunity As a Management Consulting - Sales, Service and Marketing - Senior Associate Intern, you will engage with clients to enhance their customer strategies, improve service design, and optimize performance within our Advisory practice. As an Intern, you will...Summer workInternshipH1b- ...are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.... ...build a strong talent pipeline. Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our...Full timePart timeSeasonal workLocal areaFlexible hoursShift work
- ...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 officeShift workDay shift
$77k - $202k
...ApplicableSpecialismManaged ServicesManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Managed Services, Epic Certified Senior Associate you will support client service engagements by analyzing complex issues, managing assigned workstreams, and developing...Full timeH1b- ...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 personal...Seasonal workWork at officeWork from homeDay shift
- ...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
- ...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
$87.36k - $131.04k
...United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role... ...constant communication. Provides the highest level of customer service and teamwork.Ensure all documentation is current, accurate, and...Full time- As a Client Relationship Associate at Coozmoo Digital Solutions, you’ll support the successful delivery of client projects by managing day-to-day coordination and communication. Acting as a key link between clients and internal teams, you’ll help ensure requirements are...Flexible hours
- ...Join to apply for the Experienced Service Advisor role at Joe Myers Toyota 1 day ago Be among the first 25 applicants Join to apply for... ...Customer Service Advisor - Gillman Subaru Southwest GUCCI Client Advisor - Houston Woodlands Service Advisor - Team Mancuso Powersports...Full timeLocal area
$135k - $170k
...planning matters for individuals, families, and high-net-worth clients. Enjoy direct client relationships, professional autonomy, and... ...combining sophisticated legal counsel with personalized client service. Job Description Draft and develop wills, trusts,...Full timeWork at office- ...Join Globe Life’s McQuade Organization as a Remote Client Services Representative and help individuals and families understand their available benefits. Enjoy a 100% remote opportunity with flexible scheduling, comprehensive training, and opportunities for professional...Remote jobFull timeFlexible hours
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