Client Service Associate
$16.54 - $22.67 per hourTriumph Financial, Inc.
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. Summary Are 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 Description The 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 Culture At 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 Requirements The 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. Go on. Do it. Apply Today!
$60k - $80k
...Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and... ...Role We are seeking a highly organized, client-focused Client Service Associate (CSA) / Team Lead to join our growing wealth management...SuggestedFull timePart timeWork at office- ...Edward Jones in Rockford, IL seeks an experienced professional to deepen relationships with existing clients and gather suitability data to open new accounts. You will research portfolio performance, costs, and asset allocation, making coordinated recommendations to the...Suggested
$17 - $19 per hour
...agency is looking for an Insurance and Account Representative in Waukegan, IL. The role focuses on providing exceptional customer service to clients, establishing relationships, and educating them about their insurance options. Candidates should have great communication...SuggestedHourly payFull timeLocal areaFlexible hours$33.28k - $85k
...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...SuggestedTemporary workWork at officeLocal area$16.54 - $22.67 per hour
...Client Services Associate 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...SuggestedHourly payLocal area- ...Our client, Infinity Strategic Partners , a growing financial services firm located in Northbrook is seeking a strategic Client Associate team member to perform administrative and support duties. (Candidate must be located in the Chicago area and able to commute to...InternshipWork at officeRemote workFlexible hours
$42.95k - $68.67k
...sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families.... ...and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...Full timeWork at office- ...Our client, a large financial services company, is seeking a Client Service Associate for a 7+ month contract assignment in Chicago, IL. This role is hybrid. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional...Contract work
- ...Gallagher Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting...Work experience placementWork at officeLocal areaShift work
$18 - $20 per hour
...Client Service Associate Chicago, Illinois, United States Location: Westlake, TX 76262 Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is for you. We're...Full timeTemporary workWork at officeImmediate start- ...Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications Support advisors in all aspects of client...Work at office
$60k - $70k
...professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so... ...visit CIBC.com ( What you'll be doing As a Client Service Associate , you'll play a key role in supporting our Senior Relationship...Full timeInternship$26.27 - $28.27 per hour
...Client Service Associate – Fixed Income Our client, a large financial services company, is seeking a Client Service Associate – Fixed Income for a 12+ month contract assignment in Chicago, IL. Hybrid work arrangement: 3 days onsite / 2 days remote Hours: 8:30 AM –...Contract workRemote work- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...
- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES: Organize and prepare materials for regular client meetings Attend and participate in client...Work at office
- ...Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide...
- ...Client Service Associate - Bilingual Spanish, Portuguese or Mandarin preferred Chicago, Illinois 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...Temporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$45k - $50k
...planning — all under one roof. We take pride in genuinely knowing our clients, not just managing their accounts. The Role We're looking for a... ...(we'll train you) Support advisors with day-to-day client service tasks Help make every client interaction feel personal, calm,...Full time$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with... ...the country, we are here to serve our clients beyond what is expected. This position... ...business owners. As a Client Service Associate, you will be responsible for managing client...Work experience placementWork at office
- ...Client Service Associate Primary Location :Chicago, Illinois V-Soft Consulting is currently hiring for a Client Service Associate for our premier client in Chicago, Illinois. Education and Experience " ~ University (Degree) Preferred WHAT YOU...Currently hiringLocal area
- ...Client Services Associate The Client Services Associate is the primary customer-facing liaison and serves as a bridge between Sales and Project Management. This role focuses on understanding customer needs, gathering technical and application details, and translating...Internship
- ...collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong...Work experience placement
- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding...Work experience placement
- ...is a fast growing, pioneering financial services firm that invests heavily in the growth... ...relationships. By offering an array of services, clients can receive tailored solutions that... ...team. The Position: The Client Service Associate is a key role that ensures excellence in...Full timeTemporary workPart timeRemote workFlexible hours
$70k - $90k
...Client Services Associate Investortools has been a leader in fixed-income technology for over four decades, supporting institutional investors with portfolio management and credit analysis software systems. Our platform is trusted by hundreds of financial institutions...Temporary workVisa sponsorship$120 per hour
...setting in Wellington, FL Physical Therapist(DPT,PT,RPT) :Outpatient therapy in an ALF setting in Loxahatchee, FL CQE Manager I-Rehab Services-Physical Therapy (Remote) Doctor of Physical Therapy (DPT) Program Adjunct Faculty • School of Physical Therapy $120/evalHomestead...Full timeRemote workRelocation package- ...Responsibilities Accept watches and jewelry for repair and services Evaluate items’ condition and clearly identify necessary repairs Communicate instructions for servicing and enter information clearly into the POS system Responsible for merchandise transfers Assist the...Local area
- ...Client Services Associate – Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...Work at office3 days per week
- A company in client service is looking for passionate individuals to join their team. This role offers flexible work-from-home options, allowing you to balance personal and professional life while advancing your career. You will receive mentorship from experienced leaders...Remote workWork from homeFlexible hours
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