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VCA Animal Hospitals
Irving, TX, United States
VCA Metroplex Animal Hospital has been a provider of quality veterinary care to Dallas County and surrounding Dallas/Fort Worth communities, since 1976. We offer convenience and peace of mind to our clients by being open and staffed 24 hours a day, 7 days a week. Our hospital features eight exam rooms, two surgical suites, a spacious area for proce
Job Source: VCA Animal HospitalsRandstad
Irving, TX, United States
Randstad has an exciting opportunity currently available in Irving, TX We are looking for experienced Client Service Representatives to join this team! This position has permanent potential with one of our clients, a Financial Services Company. ***Candidates must be willing to work onsite for 4 weeks for training and 1 day per week once training is
Job Source: RandstadAnimal Medical Center of Forney
Forney, TX, United States
Description Position at Animal Medical Center of Forney Animal Medical Center of Forney is looking to add a Customer Service Representative to join their AMAZING team! Our employee benefits include: Medical, dental, vision, and supplemental insurance Employer paid assistance programs to aid in mental wellbeing. Paid time off Paid parental (and p
Job Source: Animal Medical Center of ForneyRandstad
Irving, TX, United States
client services representative. irving , texas posted 8 days ago job details summary $18 - $18.50 per hour temp to perm high school category office and administrative support occupations referenceAB_4561770 job details Randstad has an exciting opportunity currently available in Irving, TX We are looking for experienced Client Service Rep
Job Source: RandstadBraytech Llc
Dallas, TX, United States
Job Description Job Description Ascension Marketing Providers is a rapidly growing business, with a newly opened office in Dallas, TX. Our goal is to ensure the best customer service for our Fortune 100-500 clients in an energetic & professional manner. What AMP Offers: Growth Opportunities On-the-Job Training Regular Social Events & Lively At
Job Source: Braytech LlcGoldman Sachs
Dallas, TX, United States
MORE ABOUT THIS JOB: Goldman Sachs is seeking a Series 7 Licensed RIA Custody Client Services Representative (CSR) to join our world-class service team. The Knowledge youll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter
Job Source: Goldman SachsZelis Healthcare
Plano, TX, United States
Position Overview: The Zelis Payments Client Service Representative is part of an upbeat and caring team responsible for addressing issues or concerns from our clients related to our products and processes. Our best Client Service Representatives are super reliable, love helping people, and are great at solving problems. This team also serves as a
Job Source: Zelis HealthcareExecuSource
Irving, TX, United States
ExecuSource has partnered with an auction house in Irving, TX in search of a Client Services Representative . Compensation is $ 20/hr with a $500 bonus after 90 days worked and annual performance based bonus. This will be 100% onsite M-F 8-5pm and is a direct-hire, permanent position. Must be bilingual in Spanish/English. The Client Services Re
Job Source: ExecuSourceDallas, TX, United States
RetireBetter Corporation is looking to find an individual with client services experience in the financial services and Retirement planning industry. Please read the below job description and if you feel this position is what you are looking for in your next career step, please submit your resume.
Client Service Representative
This is an exciting and challenging opportunity for a Client Service Representative to partner with Internal and External Financial Advisors, Relationship Managers and other Professional Partners including Senior Management to provide client service and support which may include but is not limited to client onboarding, account maintenance, assistance with transaction processing, asset management, customized reporting, platform support, administrative tasks, and ad hoc project management. All Client Service Representatives are expected to adhere to all policies and procedures including company and industry-wide compliance regulations. Clients may include private individuals, family offices, businesses, financial institutions, Registered Investment Advisors (RIAs), private funds, and retirement plans. We are looking for Client Service Representatives to work in our downtown Dallas office primarily with the potential to work from home in certain circumstances.
Additionally, Client Service Representatives will:
Receive hands-on experience working directly with clients in all aspects of client servicing across multiple inter-company divisions
Partner with Relationship Managers and Advisors to expand their client base and provide service and support functions such as client/prospect meeting preparation, client onboarding tasks, account maintenance, transaction processing, platform troubleshooting, and ad hoc projects
Other responsibilities may include utilizing compliance monitoring systems to review client accounts, transactions, recipients, and other related parties to ensure compliance with company and industry regulations
Work together with technology teams and other cross-functional groups to sustain the client's service platform
Interact and network with senior professionals throughout the firm to fuel career success
Client Service Representatives will participate in comprehensive training, in which curriculum will be delivered in both a formal setting and on the job:
In-depth training on proprietary products and services, regulatory and compliance requirements, and company policies and procedures
Hands-on training where colleagues will be shadowed to observe phone skills, perfect written communications (emails and letters), and learn how to manage daily workloads
Career management, including behavioral coaching to develop professional skills and achieve success beyond the CSR role
Professional Certifications pertaining to retirement plan management may be required for certain job functions
Applicants should have:
1-2 years experience in a client support role in financial services or other industries requiring robust regulatory oversight
Skills in financial services, retirement planning or banking
A hands-on approach to client management
Possess strong written and oral communication skills
Strong attention to detail
Client-centric approach to problem solving
A collaborative mindset and empathetic qualities
Client Service Representatives should be willing to go above and beyond expectations to assist clients in their daily needs
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Email Alert for Client Service Representative jobs in Dallas, TX, United States
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