8 client service associate jobs found in Houston

Capital One Virtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus attention on proactively retaining and deepening an existing portfolio of complex and high net worth small business owner relationships through retaining and cross selling additional business products and services. The VBB II will be expected to build relationships which in turn may lead to sourcing additional products and services through outbound phone activities. The VBB II should have an understanding of the complex business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing multi touch client contact strategy and sales process. These customers are typically Business Banker customers including complex Business Banker Manager, Sr. Manager and Director portfolios....

McGuireWoods Job Description: The Houston office of McGuireWoods seeks an Associate to join its Healthcare Department. Join one of the largest and most established national healthcare teams in the country. This team embraces diverse perspectives, impeccable service and innovative delivery of business-minded healthcare solutions. We believe that mentorship, training and collaboration maximize professional growth and performance. As part of a leading law firm, your healthcare expertise will contribute to the direction and vision for key clients across the health care industry. Our healthcare group and individual lawyers from across the country have been ranked by Chambers USA, Best Lawyers in America, Legal Elite and Super Lawyers as among the top legal providers in the nation. We are regularly sought out for our opinions and insights on healthcare issues by industry journals and major news organizations ranging from The Daily Law Bulletin and American Health Lawyers to Medical...

NorthMarq Associate - Commercial Real Estate Northmarq - Houston, TX Northmarq seeks a motivated individual to join its expanding team in Houston, TX as an Associate (Broker) . This presents an opportunity for adaptable individuals with a strong work ethic and ambition to thrive in a sales role within an environment that fosters collaboration. Working alongside senior brokers, the Associate will gain valuable experience in Commercial Real Estate, specializing in Retail I nvestment Sales , with the potential for unlimited earnings and growth. Position Responsibilities: Engage in prospecting through cold calling and utilizing various resources to identify new leads. Research new leads to uncover, identify and connect within target markets. Collaborate with the marketing and analytics team to create tailored proposals. Participate in client meetings and presentations. List and promote retail investment properties. Cultivate relationships with...

Fidelity Investments Job Description: Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity's Brokerage offering The Expertise We're Looking For 10+ years of financial industry experience Extensive sales experience in the financial service industry Extensive knowledge of fixed income, equity and option markets, including market mechanics Experience in using technical analysis for trading strategy development and position management Series 7 & 63 Ability to travel up to 75% of the time The Purpose of Your Role Regional Brokerage Consultants regularly conduct sales interactions with clients/prospects to drive acquisition, retention and relationship development through Fidelity's Brokerage offering, all while ensuring a quality interaction for the client. Additionally, they educate and train Fidelity sales associates via 1:1 coaching, team meetings, small group trainings, virtual sessions,...

First Horizon National Corporation Location: On site at location listed in job posting. Part-time availability Weekly Scheduled Hours: Monday-Friday 9-5 SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for recommending bank products or referring clients to other areas of the Bank. Develop and retain long-term and profitable client relationships to maximize revenue growth. Responsible for maintaining high customer service and procedural standards. Provides fulfillment of retail banking products either through referral-based leads, prospecting lists or self-sourcing. Monitors and maintains control of cash. ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and...

McGuireWoods Job Description: The Houston office of McGuireWoods seeks a Financial Regulatory Associate to join its Financial Services and Securities Enforcement Department. The cornerstone of McGuireWoods' financial services and securities enforcement group is the team's ability to effectively represent the interests of the vital, growing and increasingly complex financial services sector. This work includes advising clients in cutting-edge payments products, state and federal regulatory inquiries, rulemakings, money transmission, lobbying and legislative affairs, licensing, product counseling, intellectual property, and compliance obligations across domestic and international markets. McGuireWoods, one of the world's leading law firms, has provided legal solutions to corporate, individual and nonprofit clients since 1834. Along with excellent benefits, McGuireWoods offers our attorneys a competitive salary with hours and merit bonus opportunities and billable hours credit...

McGuireWoods Job Description: The Houston office of McGuireWoods seeks an Associate to join its Financial Services and Securities Enforcement Department. The cornerstone of McGuireWoods' financial services and securities enforcement group is the team's ability to effectively represent the interests of the vital, growing and increasingly complex financial services sector. This representation includes securities, lender liability, regulatory issues, loan workouts, foreclosures, class actions and credit card-related matters. Lawyers' experience encompasses the expanding services offered by financial institutions, including recent cases involving securities fraud, failed asset securitizations and defaulted syndicated loans. The firm also represents banks in connection with commercial disputes, business torts and intellectual property matters. McGuireWoods, one of the world's leading law firms, has provided legal solutions to corporate, individual and nonprofit clients since...

Five9 Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide. Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. Join our Professional Services as a Professional Services Program Manager. In this role, you'll do more than just implement solutions, you will be the critical link ensuring our customers achieve maximum value, directly contributing to their success and our business growth. We are looking for a self-driven individual who thrives on solving complex challenges and is passionate about delivering an exceptional customer experience. Key Responsibilities: Lead and manage all day-to-day operational and tactical aspects for multiple...