Client Services Associate
$66.7k - $76.1kCapital One
- # Client Services AssociateApplylocations: Plano, TX: Charlotte, NC: Richmond, VAtime type: Full timeposted on: Posted Todayjob requisition id: R245029Client Services Associate Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Richmond, VA, Charlotte, NC, or Plano, TX.Commercial Client Operations (CCO) is one of the largest divisions in the Commercial Bank, this team’s scope is horizontal across the bank and as such it supports numerous critical processes and transactions. By incubating innovative solutions and embracing technology, this team creates an unforgettable and unparalleled experience for our associates and clients. One of the most impactful groups in the CML Ops team is the Client Service team. As part of our client servicing team, we work with commercial clients, both proactively and reactively, to engage on all servicing needs. Our associates are on the frontline, delivering on our commitment to provide an exceptional client experience. We are growing and looking for great customer focused advocates to join the team. We are currently searching for an Associate, Client Service.At the Associate level, you will be a team member in a dynamic, fast-paced environment. You will need to have exceptional communication skills (verbal, written, presentation, and interpersonal), a positive mindset and, above all, a “client first” work ethic. You will be required to balance risk to Capital One while delivering an industry-leading experience to clients. This individual’s responsibilities will include:* Complete inbound and outbound phone calls daily* Own the client experience in all interactions including detailed follow through* Train and support Associates on partner teams on client facing processes that support the client experience* Manage a portfolio of CML clients* Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels; bring awareness to management any constraints or concerns* Keep internal and external stakeholders (client, sales, service, operations, product) informed of status, risks and issues to delivery* When complaints, problems and/or issues arise work with partners driving to root cause and identifying sustainable, repeatable solutions to ensure repeat occurrences are avoided for all clients* Make it easy for a client to interact with Capital One* Learn and become an expert in Capital One credit, deposit, and treasury management products and services to proactively and reactively resolve client’s needs* Research and learn about your client’s industry, business, and individual banking needs* Collaborate within and across teams and organizations to analyze and resolve client issues* Advocate for client’s needs with internal stakeholders by providing thoughtful feedback on where clients are achieving their goals as well as where their needs are not being met* Develop effective solutions for clients when something doesn’t go as planned and eloquently recover to delight the client* Represents Support with internal partners and clients based on proven track record of sound judgment* Develop solutions to problems based on subject matter expertise and research of areas within and beyond own area of responsibility* Deliver results which routinely exceed requirements and expectations with minimal guidance on unstructured objectives* Contribute to team goals and actively questions decisions and assumptions to elevate team performance* Travel to client sites when required* Work on and/or contribute to cross functional projects in CML.* Own your individual development **Desired Attributes and Skills**:***** Passionate about both delivering a great client experience and complying with laws and regulations* Forward leaning into technology, automation, and emerging financial products* Fluid in adapting to and embracing change for themselves and with others* Intellectually curious, inquisitive, and open minded* Integrated thinkers and creative problem solvers* Exceptional and confident communicators, negotiators, and influencers* Tenacious in pursuing and achieving their goals and objectives* Motivated to achieve results through teamwork and collaboration* Proactive about their own development and learning with an optimistic, growth mindset**Work from Home Technology Requirements:*** A secure home office environment that is free from background noise and distractions* A reliable private internet connection that is not supplied via cellular data or hotspot + A private network that is password protected where you have ownership or line of sight to every device on the network + Internet service must be provided by Cable or fiber Internet Service Provides (ISP) + Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions + ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred + To validate ISP speeds from a Chrome browser, go to type Speed Test and run from the Google landing page* Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are metCapital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.**Work from Home Living Requirements**:***** Candidates must live within approximately 50 miles of one of the hub locations based in 23238, 28203 or 75024 and be comfortable coming in person whenever required with no less than 24 hours notice.**Basic Qualifications**:***** High School Diploma, GED or equivalent certification* At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)* At least 1 year of experience in customer service, client services, business process management or project management**Preferred Qualifications**:***** Bachelor’s Degree or Military experience* 2+ years of experience in customer service, client services, business process management or project management* 2+ years of experience with Treasury Management***At this time, Capital One will not sponsor a new applicant for employment authorization for this position*******#CommOps****The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.Charlotte, NC: $66,700 - $76,100 for Client Service AssociatePlano, TX: $66,700 - $76,100 for Client Service AssociateRichmond, VA: $66,700 - $76,100 for Client Service AssociateCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
- J-18808-Ljbffr Capital One
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Richmond, TX vacancy
- Capital One is hiring for a Client Services Associate to work virtually, supporting clients with exceptional service. You will manage calls, ensure a seamless client experience, and collaborate across teams to resolve issues. The ideal candidate has a strong communication...SuggestedRemote job
$54k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do...Suggested- Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational... .... Responsibilities Keep management systems up-to-date with client information Educate clients on account services and capabilities...SuggestedFull timeWork at office
- ...Registered Client Service Associate Position Summary: Registered 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...SuggestedWork at officeLocal area
- Position Summary Registered 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...SuggestedWork at officeLocal area
- Morgan Stanley is seeking a Registered Client Service Associate in Sugar Land, Texas. This role is essential in providing exceptional service to clients and supporting Financial Advisors by fostering strong client relationships. The ideal candidate will be detail-oriented...
- Capital One is seeking a Senior Associate, Client Services to deliver an exceptional client experience. This challenging role allows for virtual work while requiring occasional in-person visits within 50 miles of a hub location. Responsibilities include managing client...Remote job
$65k - $80k
...65,000 – $80,000 base salary + benefits (dependent on experience) Overview: Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral...- ...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's retail organization, you will be based in Katy... ...outbound interactions with a defined sales process, including service to sales, teller interactions, and effective lobby...Temporary workWork experience placement
- ## Client Experience Associate - Spring GreenApplylocations: TX - Katy (77494)time type: Full timeposted on: Posted Todayjob requisition id: R22... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- Overview Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational... ...Advisors. You’ll: keep management systems up-to-date with client information educate clients on account services and...Work at officeFlexible hours
$16 - $20 per hour
Overview: Sun Auto Tire & Service Turn Great Customer Service Into a High-Impact Career If you enjoy helping people, building... ...by demonstrating an understanding of the product and associated service requirements. Provide customer with an accurate quote...Bi-weekly payLocal areaImmediate startSun Auto Service Houston
Richmond, TX4 days ago- ...Your Impact at Lowe'sAs a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching displays and implement...Full timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
Lowe's
Katy, TX1 day ago $69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote jobWork from homeFlexible hoursHMG Careers
Richmond, TXmore than 2 months ago- Overview Group 1 Toyota Fort Bend is now operating in a brand-new, state-of-the-art facility! We are seeking a Service Advisor to join our high-performing team. Our Service Advisors serve as a key point of contact for customers, helping guide them through their service...Flexible hours
- ...required. Communicate coverage issues or policy changes to patients before visits. Assist patients with insurance inquiries and time of service payment expectations. Maintain knowledge of insurance requirements, including managed care and government programs....Work at office
- Group 1 Automotive is seeking a Service Advisor for its new facility in Richmond, Texas. In this role, you will be the primary contact for customers, guiding them through their service experience with effective communication and care. Responsibilities include managing service...Flexible hours
- Service Advisor Our company has an outstanding opportunity for a results-focused, highly... ...Service Advisor acts as liaison between the client and the service technician and works... ...minimal diagnostic fee with explanation of associated costs Writes Repair Orders, detailing...Work at officeImmediate start
- ...At Your Service Center Colleague Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditionsabout inspiring stores and irresistible productsabout the excitement...Full timePart timeAll shiftsFlexible hoursShift workNight shiftAfternoon shift
$27.69 - $30.77 per hour
...GED required; College degree preferred. ~ Strong customer service, interpersonal, problem-solving, and empathy skills. ~ Adaptable... ...provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed,...Work at officeLocal areaImmediate startFlexible hoursWeekend workAfternoon shiftGEICO
Richmond, TX2 days ago- ...Health insurance Paid time off Training & development Vision insurance Wellness resources Patient Services Coordinator / Front Desk Associate (Customer Service & Hospitality Backgrounds Encouraged to Apply) We are looking for a friendly, reliable,...Work at office
- ...Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals,... ...Opportunity Employer Veterans Disabled. If you are a current associate, you need to apply through our internal career site. Please...Part time
- ...Customer Service Representative All Pets Animal Hospital - Katy, Texas Position Summary: The Customer Service Representative (CSR) actively recruits new clients and promotes hospital services. Schedules client visits and drives the flow of clients and pets through...Work at officeFlexible hoursAfternoon shift
- ...Customer Service Representative Love people and pets? Join our team and be the welcoming... ...Resorts is part of National Veterinary Associates (NVA) the largest private owner of... ...providing exceptional experiences for our clients and team members. As a Pet Host, you...Full timeFlexible hoursShift workWeekend work
- ...is simple: make compliance effortless and sustainable for our clients, while protecting the communities and environments we serve. Why... ...role is responsible for answering client questions, resolving service issues, documenting interactions, following up with clients, and...Full timeWork at officeFlexible hours
$40k - $65k
...customer retention strategies. Ideal candidates will possess strong communication and problem-solving skills along with a customer service background. This position offers a competitive salary ranging from $40,000 to $65,000, along with various benefits and opportunities...Local areaFlexible hours- ...Advisors in Sugar Land, Texas. The role requires keeping management systems updated, preparing reports for client meetings, and educating clients about account services. A high school diploma and client service experience are necessary. As part of the Wealth Management...
- ...in Richmond, Texas, seeks a Customer Relations Representative - State Farm Agent Team Member to create exceptional client experiences. Your customer service skills and attention to detail will enhance our agency's growth. The role involves managing inquiries,...Flexible hours
- ...members while fostering strong community relationships. The ideal candidate has excellent communication skills, a background in customer service, and the ability to manage stress effectively. We value driven, sales-minded individuals who seek growth within the company. #J-18...Flexible hours
$12 - $15 per hour
...appointment scheduling, and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales and Experience Specialist... .../holidays*, and 401(k) with Company match. All associates are eligible for an associate discount on...Hourly paySeasonal workWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- toyota service advisor Richmond, TX
- part time service advisor Richmond, TX
- guest services associate Richmond, TX
- community services specialist Richmond, TX
- member services specialist Richmond, TX
- environmental service worker Richmond, TX
- service consultant Richmond, TX
- full time service advisor Richmond, TX
- human services program consultant Richmond, TX
- environmental service aide Richmond, TX