Client Success Associate
Platinum Coastal Group
Understand client needs and communicate solutions Coordinate internal resources and next steps Track feedback and relationship activity Key areas of responsibility Meet with or assist clients directly Understand client needs and communicate solutions Coordinate internal resources and next steps Track feedback and relationship activity This is an on-site position with regular face-to-face interaction. The role is designed for someone comfortable working directly with customers, clients, members, community participants, partners, or onsite coworkers rather than working exclusively behind the scenes. A good starting point for someone who is: A strong entry-level candidate is personable, dependable, comfortable starting conversations, organized, coachable, and able to communicate professionally in a fast-moving environment. Related experience can be helpful, but transferable experience from retail, hospitality, customer service, campus activities, athletics, or other people-facing work may also be relevant. Skills: customer,customer service,entry-level #J-18808-Ljbffr Platinum Coastal Group
$53k - $77k
...manage relationships with a variety of clients ranging from senior C-levels to more junior... ..., and Sales practices ensuring they are successful in the utilization of their Gartner... ...founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client...SuggestedInternshipWorldwide$16 - $17 per hour
...Job Description Job Description Client Success Associate Richardson, TX • In-Office • Full-Time COMMUNICATE. SUPPORT. SOLVE. Are you hungry for success ? DebtBlue is growing, and we're looking for Client Success Associates that know how to build relationships...SuggestedHourly payFull timeTemporary workWork at officeLocal areaImmediate start$53k - $80k
...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities...SuggestedInternshipWorldwide- ...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities...SuggestedInternship
$53k - $77k
...About the role: The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client’s business priorities, breakdown...SuggestedFull timeInternshipWorldwideFlexible hours- Platinum Coastal Group is seeking an entry-level, on-site professional to engage with clients directly and understand their needs. You will communicate solutions and coordinate with internal teams to plan next steps, keeping relationships active and productive. The role...
- ...Commercial Term Lending Team Client AssociateAre you a self-starter with a passion for... ...nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team,... ...Business Development skills is the key to success and advancement.Job...Work at office
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- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management... ...experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start dateProven ability to be a...Local area
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based in Balch Springs, TX at the Lake June branch. *Bilingual...Full timeTemporary workPart timeWork experience placementWork at office
$45k - $70k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...Full timeFlexible hours- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what...Seasonal workWork at officeWork from homeShift workDay shift
- ...We’re Hiring: Client Operations Associate, Dallas Ready to Elevate Your Career? We are looking for a detail-oriented and highly organized... ...mindset with comfort working across multiple platforms Success in This Role High accuracy and low error rates in transaction...Temporary workWork at office
$16 - $40.87 per hour
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...Hourly payTemporary workWork at officeLocal area- ...procedures. Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. Manages the flow of... ...representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations...Work experience placementWork at officeFlexible hoursWeekend workAfternoon shift
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial... ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal...Work at officeLocal area
$87.36k - $131.04k
Job ID: 97890205296Posted: 2026-08-21Location: Dallas, Texas, United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes...Full time$45.57k - $74.87k
...Client Manager Associate, Premier Market The Client Manager Associate, Premier Market will assume overall responsibility for managing a client... ...as handle incoming renewal and negotiation requests. A successful candidate must demonstrate strong customer service acumen,...Temporary workWork experience placementH1bLocal areaRemote workWork from homeVisa sponsorshipWork visa- ...Wealth Management Client Associate Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...Seasonal workWork at officeWork from homeShift workDay shift
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...global workforce are directly linked to our success. We are an equal opportunity employer...
- ...RBC Wealth Management presents an opening for a Client Associate/Registered Client Associate in Dallas. You will support financial advisors, manage client inquiries, onboard accounts, and ensure compliance while handling transfers, trades, and documentation. The role...Flexible hours
- ...dedicated to serving investors, partners and clients through expertise in investment,... ...:POSITION SUMMARYThe Client Accounting Associate is responsible for the accurate and timely... ...with Transwestern is subject to successfully passing a drug screen check prior to you...Weekly payFull timeWork at officeShift workDay shift
$78k - $85k
...that matters, and help us build a safer future. Department Overview The Motorola Solutions Rave and Command Center Software Customer Success team plays a critical role in realizing Motorola Solutions' mission to connect people in the moments that matter. Our team ensures...Relocation- Motorola Solutions is seeking a Customer Success Advocate to manage a regional customer portfolio and drive adoption of our hybrid-cloud solutions. You will partner with stakeholders to align product capabilities with customer workflows and lifecycle milestones. Focus on...
$16 - $40.87 per hour
...POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Hourly payTemporary workWork at officeLocal area- ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks... ...with you. The Role As a Client Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client...
- RBC Wealth Management in Dallas is seeking aClient Associate/Registered Client Associate to support financial advisors and clients. You will handle client inquiries, process trades and transfers, and maintain accurate account records with a strong client-first approach....
- Snell & Wilmer L.L.P. seeks a Private Client Services Mid-Level Associate in Dallas or Phoenix with at least five years of experience in estate planning, probate, and trust and estate administration. Preference for candidates with experience preparing estate and gift tax...
- ...building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew.The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Part timeWeekend workAfternoon shift
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients at our Dallas branch. You will use your administrative and operational skills to help advisors manage and grow their business in a fast-paced, professional...
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