Financial Services Client Experience Specialist
Raymond James
Raymond James is seeking a dynamic Registered Client Service Associate in Houston, Texas. This role provides essential administrative support to Financial Advisors and clients, requiring strong communication skills and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will have a High School Diploma or equivalent, with at least one year of related experience. Join our team and explore what a career at Raymond James can offer! #J-18808-Ljbffr Raymond James
- ...role of Senior Associate, CLO Client Reporting to join our... ...Analytics, Operations. Client Service and other stakeholdersThis role... ...combination of education and experience; advanced degree in quantitative... ...experience in Analytical role like Financial modeling, valuation models,...SuggestedWorldwideFlexible hours
- ...seeking refined, detail-driven individuals to support a high-touch client experience by managing logistics, coordinating schedules, and ensuring... ...for those who take pride in delivering seamless, elevated service while working independently. No prior experience is...SuggestedRemote workFlexible hours
- ...Job Title We are passionate about what we do, the services we provide, and the clients we serve. If you're looking for an opportunity to join a... ...site cases in tandem with the management and the Client Experience Virtual teams. Supports panelists and clients with technological...SuggestedWork at officeRemote work
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- ...: The GGL Safekeeping Specialist reports to the GGL Safekeeping... ..., excellent customer service/problem solving skills... ...prioritize tasks, experience with loan... ...(5) years of banking, financial, or securities industry... ...servicing to our FHN clients that safe-keep SBA GICs...Suggested
- Truist Financial Corporation is seeking a customer-focused professional for the 1st... ...United States. You will provide standout service, educate clients on digital tools, and assist the... ...2 years of teller or client service experience, strong communication skills, and willingness...Weekend workDay shift
- ...based in Houston, seeks a seasoned onboarding specialist to improve processes and ensure a seamless client experience in collaboration with Sales, KYC, and... ...requires 5-8 years in wealth management or financial services, with FINRA SIE, Series 7, and Series 66 (or...
- ...accurate payroll processing, AP/AR management, and cash handling in line with company standards, while delivering a top-tier customer experience. The successful candidate will assist with cross-functional tasks, maintain multiple software systems, and adapt to a fast-paced...Work at office
$20 - $24 per hour
...Position: The Accounts Receivable Coordinator provides financial, clerical and administrative services to ensure efficient, timely and accurate payment of... ...school diploma or general education degree (GED) · Experience with Microsoft Office applications · Ability to...Full timeApprenticeshipWork at office- A financial services firm in Houston is seeking an Operations Specialist to enhance the client experience by managing service requests and supporting financial advisors. The ideal candidate should have strong organizational skills, an ability to multitask in a fast-paced...Work at office
- ...passion for providing exceptional customer service where the ideal candidate can thrive in... ...to creating a positive shopping experience for our customers. What you’ll do: Customer... ...and engage customers and offer to service clients’ and pull their product needs as well as...Shift workWeekend work
- Corebridge Financial is seeking a Customer Service Consultant to be the first point of contact for clients, handling inquiries and transactions across multiple systems with accuracy and empathy. Role requires strong communication, multitasking, and proficiency with MS Office...
$194.5k
Enterprise Payments Sales Specialist - Financial Services & RetailThis role has been designed as 'Hybrid' with a requirement that you will work... ...The ideal candidate will bring strong enterprise sales experience, an understanding of banking and payments technology, and...Full timeWork experience placementWork at officeLocal areaImmediate start2 days per week$26k - $34k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships... ...Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my...For contractorsWork at office$15 - $19 per hour
...agency dedicated to providing exceptional service to our customers. We are currently... ...projects. Qualifications: Previous experience in a receptionist or customer service role... ...help customers with their insurance and financial services needs, including: Auto insurance...Hourly payWork at office$35k - $50k
...agency dedicated to providing exceptional service to our customers. We are currently... ...projects. Qualifications Previous experience in a receptionist or customer service role... ...help customers with their insurance and financial services needs, including Auto Insurance...For contractorsWork at officeFlexible hours$171.6k - $338.3k
...mindset, relevant industry and ServiceNow experience, and a demonstrated ability to sell... ...accelerate growth for its ServiceNow Service Line across Financial Services. The Sales Executive is... ...and proposal win strategies based on client and market knowledge, in collaboration...Local area- ...precise accounting. You will balance cash and room transactions, generate nightly reports, and deliver the same high level guest experience as during the day by front desk staff. The role requires strong communication, detail orientation, and knowledge of hotel programs...Night shift
- ...This entry-level position is designed for those interested in gaining marketing, customer service, and sales experience in a dynamic environment. The role involves representing client brands through face-to-face interactions, educating customers, and participating in...
$175.3k - $322.9k
...mission of developing differentiated financial services products that achieve product-market fit... ...and transform the digital customer experience. This is a great opportunity to be on... ...product capabilities into compelling client outcomes. The team also plays a central...Local area$175.3k - $322.9k
...mission of developing differentiated financial services products that achieve product-market fit... ...insurers deliver better customer experience while enabling claim professionals to... ...product capabilities into compelling client outcomes. The team also plays a central...Local area$60k - $200k
...01CWorld\u201D) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed... ...platform, you’ll help clients manage risk through... ...decks tailored to client needs. Experience utilizing CRM platforms, preferably...Immediate start$18 - $22 per hour
...for the customer. We're growing and we need someone who can own the customer experience from the first call to the final review. Who We're Looking For You are an experienced customer service professional who knows how to make people feel taken care of. You follow through...Full timeMonday to Friday- A financial services provider is seeking a talented Appointment Setter & Lead Generation Representative. This remote position allows for flexible... ...strong English communication skills. Prior telemarketing experience is necessary, along with having required internet access and...Remote workMonday to FridayFlexible hoursShift work
$20 per hour
...Customer Experience Associate Perigold's Physical Retail team is reinventing the shopping... ...Perigold delivers outstanding customer service through various communication channels,... ...is $20.00 per hour. Medical Benefits, Financial benefits, and a generous employee discount...Hourly payFull time$24 - $30 per hour
...Customer Experience Representative Visual Comfort & Co. is the world... ...design and extraordinary client experiences. If you have an eye... ...brand values and commitment to service. Your Career Path at... ...Key Account Manager, Product Specialist, Training & Development, and...Hourly payTemporary workWork at officeVisa sponsorshipShift work- ...Customer Service Representative This job is located at 4240 Hwy 6 North, Suite A, Houston... ...Service is a leading retail provider of financial services. The "P" comes first, because... ...Previous customer service experience in industries such as hospitality, financial...Local areaFlexible hoursAfternoon shiftEarly shift
$15 per hour
...Guest Services Assistant Houston, Texas FLSA: Non-Exempt Status: Full-time Reports... ...to enhance the overall guest experience. Foster meaningful guest interactions... ...the Sales and Catering team by attending client meetings, preparing meeting materials, and...Full timeInternshipFlexible hoursNight shiftAfternoon shift$15 per hour
...Customer Service Representative Speedy Cash, Houston, TX As a Customer Service Representative... ...people in your community access the financial solutions they needright when they need... ...) while providing exceptional in-store experiences. Many of our senior leaders launched...Hourly payFull timeTemporary workCasual workWork at officeLocal area- A leading financial services firm in Houston is seeking an Internal Sales/Relationship Management Associate... ...to support distribution efforts and manage client relationships. The ideal candidate will possess 3-5 years of experience in asset management, have strong...Full time
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