Client Service Associate - San Antonio - Pax Financial Group

    Pax Financial Group
    Pax Financial Group San Antonio

    1 week ago

    Description

    Job Description

    The Client Service Associate (CSA) plays a vital role in working directly under the COO alongside Financial Advisors. The CSA does not make investment decisions but works with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance.

    • Schedule client meetings
    • Facilitate case prep meetings
    • Process data for deliverables from meetings

  • Only for registered members San Antonio

    We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. · As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great cus ...

  • Only for registered members San Antonio Full time $49,000 - $54,000 (USD)

    We are seeking a dedicated and motivated Client Service Associate to join our San Antonio team. This role is ideal for individuals who are passionate about providing outstanding client support and contributing to a high-performing service environment. · ...

  • Only for registered members San Antonio

    +Job summary · Raising Cane's is hiring Customer Service Associates to provide great customer service in an upbeat and fast-paced environment. +ResponsibilitiesTaking orders in the drive-thru. · Assembling orders. · Delivering food to customers. · ...

  • Only for registered members San Antonio $37,500 - $43,500 (USD)

    We provide a place for professional growth where you can be part of a passionate team in an environment that values your contribution. · Greet and welcome guests upon arrival ensuring a positive first impression. · Assist guests with check-in and check-out procedures efficiently ...

  • Only for registered members San Antonio Full time

    We provide exceptional support and issue resolution for clients. We handle customer claims and complaints according to FINRA and firm policy. · We build rapport with clients and utilize Salesforce for communication. · We react to client needs by referring them to licensed investm ...

  • Only for registered members San Antonio Full time $50,000 - $54,000 (USD)

    +We are seeking a Client Service Associate to serve as a key point of contact between our clients and internal teams. · +Serve as a primary contact for client inquiries and service requestsMaintain clear and professional communication with clients and internal teamsAssist in mana ...

  • Only for registered members San Pedro Ave, San Antonio, TX , USA

    +Job summary · We are currently seeking a Customer Service Associate to join our retail team. · +ResponsibilitiesGreet customers with a warm and friendly demeanor as they enter the store. · Assist customers with product inquiries, locating items, and making purchasing decisions. ...

  • Only for registered members San Antonio

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  • Only for registered members San Antonio, TX

    Welcome to Seronda Networks! We are seeking a highly motivated and customer-oriented Guest Services Associate to join our dynamic team. In this role, you will be the face of our establishment, · providing exceptional service to our guests and ensuring that their experience exceed ...

  • Only for registered members San Antonio, TX

    The Client Service Associate CSA is critical in working directly under the COO alongside Financial Advisors. · Responding to clients emails letters and phone callsHandling client transactional requestsSolving client related problemsProviding trade instructions to trade teamsSched ...

  • Only for registered members San Antonio Full time

    As a Customer Service Associate you will be interacting with our customers to provide world-class service to Hertz customers by providing helpful courteous and quality assistance. · ...

  • Only for registered members San Antonio

    This is a seasonal position at Six Flags Fiesta Texas in San Antonio TX. It offers payrate of $13 per hour and comes with perks such as free entry to any Six Flags Park for all employees and a guest with each visit.Clean and sanitize active restrooms and other areas regularly thr ...

  • Only for registered members San Antonio, TX, USA

    We are seeking a Client Service Associate to serve as a key point of contact between our clients and internal teams. · ...

  • Only for registered members San Antonio

    The Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. · Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries · Schedule and coordinate m ...

  • Only for registered members San Antonio

    +We re looking for individuals interested in the financial services industry whether your goal is to work directly with clients or to grow into a long-term business-building role. · +Educate individuals and families on financial protection and planning solutions · Work within a s ...

  • Only for registered members IH North San Antonio, Texas, United States

    Lucifer Lighting Company is a privately held San Antonio-based designer and manufacturer of precision-engineered architectural lighting fixtures. · ...

  • Only for registered members San Antonio

    Under immediate supervision, prepares and delivers materials; performs general clerical work. · Receives, sorts, delivers, and processes incoming and outgoing mail and records. · ...

  • Only for registered members San Antonio, TX

    We are seeking a dedicated and motivated Client Service Associate to join our San Antonio team. · This role is ideal for individuals who are passionate about providing outstanding client support and contributing to a high-performing service environment. · The Client Service Assoc ...

  • Only for registered members San Antonio, Texas, , United States

    The Family Services Associate is responsible for guest relations and daily operations of the Ronald McDonald House primarily during nights and weekends. · Responsible for the safety, security and well-being of guest families. · ...

  • Only for registered members San Antonio

    Under immediate supervision, is responsible for preparing, delivering,filing,and sorting materials; performs general clerical work. · May collect permit and license fees. · May perform basic clerical accounting duties,to include preparing and submitting cash turn-in reports. · ...

  • Only for registered members San Antonio

    Beloform Craft is seeking a Client Service Associate to serve as a key point of contact between clients and internal teams. · ...

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