- 4+ years of experience with client interaction in an administrative or assistance role within banking, lending, client side of mortgage operations
- MS Word, DocuSign, Adobe PDF, e-filing type systems, as well as advanced Excel
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Client Services Analyst
4 weeks ago
Greystar Irving, United States Full timeThe Client Services Analyst supports the strategic and daily management of the Client Services team of the assigned area by gathering and analyzing financial data pertaining to assets currently being marketed for sale, conducting detailed underwriting of potential 3rd party manag ...
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Client Services Associate
3 weeks ago
Greystar Irving, United States Full timeThe Client Services Associate / Admin / Analyst in training supports the strategic and daily management of the Client Services team of the assigned area by gathering and analyzing financial data pertaining to assets currently being marketed for sale, conducting detailed underwrit ...
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Client Services Analyst
3 weeks ago
GXO Logistics Irving, United StatesLogistics at full potential. · At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On ou ...
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Client Service Associate
4 weeks ago
BCI - Brokerage Consultants Inc. Irving, United StatesEstablished RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team. · Responsibilities: · Facilitate the onboarding process for new clients and accounts, including the completion of client questionn ...
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Client Services Coordinator
3 weeks ago
Yoh Irving, United StatesCustomer Service Representative (Auto, Insurance, or Claims) · Direct Hire · Irving, TX (Onsite) · Position Responsibilities · Contract Entry · Contract Transfers · Contract Cancellations · General upkeep of assigned Producer groups · Client Services – Inbound Phone Line ...
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Client Services Analyst
3 weeks ago
GXO Logistics Irving, United StatesLogistics at full potential. · At GXO, we're constantly looking for talented individuals at all levelswho can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our ...
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Client Services Coordinator
2 weeks ago
Yoh Irving, United StatesCustomer Service Representative (Auto, Insurance, or Claims)Direct HireIrving, TX (Onsite)Position ResponsibilitiesContract EntryContract TransfersContract CancellationsGeneral upkeep of assigned Producer groupsClient Services Inbound Phone Line incl. voicemails and Email support ...
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Client Service Specialist
2 weeks ago
Crown Connect Irving, United StatesIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Crown Connect, Inc. In this role, you'll have the chanc ...
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Client Service Coordinator
4 weeks ago
AEG Irving, United StatesCLIENT SERVICE COORDINATOR · Irving, TX · Hybrid · THE RUNDOWN · Playfly Sports is looking for a Client Service Coordinator to join our team in Irving, TX. · The Client Service Coordinator (CSC) will be responsible for supporting revenue growth for all linear offerings within a ...
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Client Service Specialist
2 weeks ago
Crown Connect, Inc. Irving, United StatesJob Description · Job DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Crown Connect, Inc. In ...
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Client Services Analyst
3 weeks ago
GXO Logistics, Inc. Irving, United StatesLogistics at full potential. · At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On ou ...
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Client Service Coordinator
4 weeks ago
Austco Irving, United StatesJob Description · Job DescriptionWe are seeking a Client Service Coordinator to join our team You will be responsible for helping customers by providing product and service information and resolving technical issues. · About Austco · Austco is a global manufacturer of hospital an ...
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Bilingual Client Services Representative
6 days ago
ExecuSource Irving, United StatesExecuSource has partnered with an auction house in Irving, TX in search of a Client Services Representative. Compensation is $21-22/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 pos ...
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brokerage client assistant
1 week ago
Randstad Irving, United Statesbrokerage client assistant. · irving , texas · posted may 1, 2024 · job details · summary · $28 - $32 per hour · temporary · bachelor degree · category business and financial operations occupations · referenceAB_4526217 · job details · Are you interested in advancing your career ...
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Client Services Executive Assistant
2 weeks ago
Addison Group Irving, United StatesJob Description · Job DescriptionExecutive Assistant/Client Services · Direct Hire · Fully On-site · up to $75k · Addison Group has an immediate opening for an Executive Assistant in Irving, TX. · Job Duties: · 75% Client interaction: Onboarding new clients, opening up a new a ...
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Client Service Representative I
4 weeks ago
Quest Diagnostics Incorporated Irving, United StatesCategory Customer Service Location Irving, Texas Job function Operations Job family Client Services · Shift Day Employee type Regular Full-Time Work mode On-site · Client Service Representative I - Irving, TX - Monday - Friday - 8:30AM-5:00PM · Answers and resolves telephone inqu ...
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Client Service Representative I
2 weeks ago
Quest Diagnostics Irving, United StatesClient Service Representative I - Irving, TX - Monday - Friday - 8:30AM-5:00PM · Answers and resolves telephone inquiries/requests initiated by customers or prospective customers in a prompt, accurate and courteous manner. · Use proper telephone etiquette and all available resou ...
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Client Service Representative I
2 weeks ago
Quest Diagnostics Incorporated Irving, United StatesCategory Customer Service Location Irving, Texas Job function Operations Job family Client Services · Shift Day Employee type Regular Full-Time Work mode On-site · Client Service Representative I - Irving, TX - Monday - Friday - 8:30AM-5:00PM · Answers and resolves telephone inqu ...
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Client Service Representative I
4 weeks ago
Quest Diagnostics Irving, United StatesClient Service Representative I - Irving, TX - Monday - Friday - 8:30AM-5:00PM · Answers and resolves telephone inquiries/requests initiated by customers or prospective customers in a prompt, accurate and courteous manner. · Use proper telephone etiquette and all available resou ...
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Client Service Representative I
4 weeks ago
Quest Diagnostics Incorporated Irving, United StatesClient Service Representative I - Irving, TX - Monday - Friday - 8:30AM-5:00PM · Answers and resolvestelephone inquiries/requests initiated by customers or prospective customers in a prompt, accurate and courteous manner. · Use proper telephone etiquette and all available resou ...
Executive Assistant/Client Services - Irving, United States - Addison Group
Description
About Us: Addison Group is a leading staffing and consulting firm, partnered with a prestigious Private Wealth Management Firm. We are committed to providing exceptional talent solutions to our clients, ensuring they have the best support to achieve their business goals.
Job Description: This position encompasses communication with clients via various channels such as texts, calls, and emails, with responsibilities including electronic filing, organizing client documentation into appropriate folders, facilitating client onboarding, and managing invoices. Additionally, the role involves administrative duties such as acting as an office manager, directly assisting the owner, in managing his schedule, coordinating office supply orders from vendors, and providing support to the owners partner and wealth advisor.
Requirements: