Customer Service and Client Relations Associate
Pro-Active
Job Description Dallas, TX | Full-Time | Immediate Start Customer Relations Sales Leadership Development Pro-Active is seeking motivated and ambitious individuals to join our growing team as a Client Relations Associate. This role is ideal for candidates who enjoy working with people, building relationships, and creating exceptional customer experiences while developing valuable skills in sales, marketing, and leadership. If you're seeking a fast-paced opportunity with hands-on training, career advancement, and a team-oriented culture, we'd be delighted to meet you. What You'll Do Build and maintain positive relationships with new and existing customers Represent client brands at promotional events and customer engagement campaigns Assist customers by identifying their needs and providing personalized solutions Deliver exceptional service throughout the customer experience Support client acquisition and retention initiatives Track customer interactions and maintain accurate records Collaborate with team members to achieve daily and weekly goals Participate in ongoing training and professional development programs What We're Looking For Strong communication and relationship-building skills Positive attitude and professional demeanor Customer-focused mindset Self-motivated and goal-oriented Ability to thrive in a fast-paced, team-driven environment Strong organizational and time-management skills Previous customer service, hospitality, retail, or sales experience is a plus, but not required High school diploma or equivalent , What We Offer Paid training and ongoing mentorship Clear advancement opportunities based on performance Leadership development programs Competitive compensation with performance-based incentives Supportive and collaborative team culture Real-world experience in customer relations, sales, marketing, and business operations Why Pro-Active? At Pro-Active, our people are our greatest asset. We invest in professional development, recognize hard work, and provide opportunities for individuals who are eager to grow both personally and professionally. Pro-Active is an equal opportunity employer. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. #J-18808-Ljbffr Pro-Active
$39k - $43k
...Client Service AssociateSwift7 Consultants is seeking a Client Service Associate to join our team in Austin, TX.In this role, you will serve... ...Excellent interpersonal and customer service abilities.... ...strengthen communication, client relations, organization, and problem-solving...SuggestedFull time- ...prospective and existing clients and other branch staff... ...and recognition for service and excellence in the... ...Registered Client Service Associate who is a motivated,... ...a high level of customer service in a calm and... ...securities industry or related work experience preferred...SuggestedWork experience placementWork at office
- Dimensional Fund Advisors in Austin, Texas is looking for an Associate to support the Global Client Group. The role includes assisting Regional Directors,... ...a Bachelor's degree, a strong interest in Financial Services, and at least 2 years of relevant experience. An...Suggested
- ...The Client Service Associate (CSA) plays a dual role supporting both exceptional client service and the financial planning process. This position... ...philosophy and model portfolios Assist with documentation related to risk tolerance and planning recommendations Support...SuggestedWork at officeMonday to Friday
$65k
...promotes teamwork. Position Summary: Provides client and administrative support to Portfolio... ...staff to ensure the timely and accurate servicing of clients’ accounts. Interacts with... ...with established procedures. Maintains customer files and correspondence. Works with operations...SuggestedFull timeMonday to FridayShift work$50k - $70k
...Grace Lane Financial Partners empowers clients to live their best lives now and in the... ...Friday 8:30 AM - 5:00 PM) JobType: Client Service Associate ExperienceRequirements: 2 - 5 years’ of... ...’s degree in finance, business, or related field preferred. 2-5 years of operational...Full timeRemote workMonday to Friday$45k - $50k
...pediatric nursing, therapy and school-based services. We seamlessly integrate into... ...seeking a critical thinker and proactive Client Services Associate who can wear many hats, coordinate... ...communicate changes and needs Deliver superior customer service to clients and field staff to...Full timeWork at office- ...proficiency and ability to troubleshoot Prior customer service or sales experience is preferred, but... ...building strong relationships with clients, then look no further and As our boots-... ...our team as a Seasonal Client Support Associate and be the friendly face for all those...Full timePart timeSeasonal workLocal areaFlexible hoursShift work
- ...building an ecosystem of products, places, services and spaces that elevates and... ...what's right, rather than who's right. Client Services Associates play an integral role in providing luxury... ...of the organization OUR REQUIREMENTS Customer service experience within a design...Work at office
- Merrill Wealth Management at Bank of America seeks a client-focused professional to educate clients on banking services and maintain strong relationships. You will support FAs, ensure timely materials, and help manage risk through adherence to policies. Role requires adaptability...
- GLG in Austin, TX seeks an Associate to learn fast and grow in client service and project delivery. You will own projects end-to-end, build client relationships, recruit experts, and deliver high‑quality outcomes while collaborating across teams to drive revenue and retention...
$60k - $80k
...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks... ...you canLiaison between the advisor and Farther's centralized service team, tracking open items and keeping things movingHandle...- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$65k - $75k
...A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships. This is a hands-on role for someone who enjoys client service...Remote work- ...RoleJoin our team of Customer Relationship Advocates... ...outstanding customer service while answering inbound... ...supporting Fidelity’s valued clients. You will develop... ...experiences for our associates, customers, and our community... ...and retirement-related financial activities and...Full time
- H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist in Austin, TX. This in-person role greets clients, manages scheduling, and supports daily office operations with tax professionals. It offers exposure to tax work and potential growth into...Seasonal workWork at officeWeekend workAfternoon shift
- A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation....Work at office
- GemHarvest Executive Recruiting in Austin is seeking a Registered Client Service Associate to support high-net-worth clients and assist a lead advisor. This position emphasizes client service and financial operations, ideal for someone keen on supporting a growing advisory...
- Oxbow Advisors in Austin, TX is seeking a client and administrative support professional to assist Portfolio Managers and onboarding... ...files, and handling daily requests to ensure accurate, timely servicing of accounts. The position is full-time, in-office, with a focus...Full timeWork at office
- ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...within the FA's business, while customizing solutions based on their specific needs...Seasonal workWork at officeWork from homeDay shift
- Raymond James, Inc. in Austin, TX is seeking a Registered Client Service Associate to support financial advisors and clients with high-touch administrative tasks. You will onboard clients, open accounts, research information, process transfers, and monitor cash and investments...
$18 per hour
We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest... ...Candidates must be able to satisfy state-specific requirements related to access DMV/title and registration systems. * Illinois,...Hourly paySummer workLocal areaShift workWeekday work$150k - $175k
...more exclusive features. Our customer, a veterinary services healthcare company, is... ...Work closely with internal clients to evaluate claims and/or... ...under vendor contracts, Saas-related customer contracts, and... ...00-$215,000.00 1 week ago Associate Attorney - Transactional &...Contract workPart timeRemote workWork from homeWorldwide- Position Summary The Customer Care Advocate provides customer service to participants, beneficiaries, union locals,... ...or actions taken. Perform tasks associated with the administration of retirement... ...and/or send correspondence related to member or claims status. Process...Local area
- Motion Industries is seeking a Customer Service Representative in Texas to accurately fulfill customer orders and manage incoming calls under... ...systems. A high school diploma or GED with up to 3 years of related experience is typical; driving record is preferred and...
- Scherer Financial Advisory Services in the Dallas/Plano area seeks an Operations & Client Service Associate who embraces both client care and meticulous operational work. You will balance building relationships with handling the day-to-day tasks that keep a financial practice...
- ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...Account Management Client Management Customer and Client Focus Issue Management Oral...Seasonal workWork at officeWork from home
- AnywhereWorks Ltd. is seeking a Client Experience Associate to join our team. This role focuses on handling a variety of calls, including standard answering, outbound outreach, live chat, and intake calls, while maintaining a professional, upbeat tone. You'll need strong...Remote workFlexible hours
$119k - $210k
...delivering exceptional legal services to our customers around the world, working... ...technology utilization, and strong client relationship skills. The... ..., and mitigate legal risks associated with cases in collaboration... ...for Legal, Claims, and related departments. Mentor junior...Full timeLocal areaRemote workFlexible hours- ...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ...in transportation, logistics, trucking, or related regulatory frameworks preferredFamiliarity with emerging e-commerce...Work at officeRemote workFlexible hoursShift work
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