Recent Searches

You haven't searched anything yet.

96 Client Service Associate Jobs in Dallas, TX

SET JOB ALERT
Details...
CIBC Private Wealth Advisors, Inc.
Dallas, TX | Full Time
$48k-62k (estimate)
7 Months Ago
Brighton Jones
Dallas, TX | Full Time
$62k-81k (estimate)
1 Day Ago
Westwood Holdings Group
Dallas, TX | Full Time
$52k-68k (estimate)
6 Days Ago
Jackson Hewitt - 2290
Dallas, TX | Full Time
$46k-59k (estimate)
2 Days Ago
Olympus Associates
Dallas, TX | Full Time
$52k-68k (estimate)
6 Days Ago
Smart Business Concepts
Dallas, TX | Full Time
$58k-76k (estimate)
Just Posted
Innovetive Petcare
Dallas, TX | Part Time
$43k-58k (estimate)
1 Month Ago
Client Service Associate
$48k-62k (estimate)
Full Time 7 Months Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

CIBC Private Wealth Advisors, Inc. is Hiring a Client Service Associate Near Dallas, TX

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com Job Description The Senior Client Service Representative is responsible for engaging clients to meet their immediate needs by providing an exceptional client experience, and proactively identifying opportunities to further deepen their relationship with CIBC. The role applies primary theories, skills and practices to demonstrate care for each client’s unique needs, and mentors and acts as a referral point for team members within the banking centre to assist with resolving client issues, complex transactions and training. The Senior Client Service Representative implements policies, procedures, quality, and compliance standards and regulations, making clients’ goals their own and delivering excellence every day with consistently great technology and service. The role actively promotes CIBC banking products and services, making referrals to colleagues as necessary. In addition, the role collaborates on issues within defined parameters, meeting clients’ service needs with the goal of making clients promoters of CIBC. What you'll be doing As a member of the Personal and Business Banking Team, you’ll use your expertise in financial services products and customer service to help clients as they manage their day-to-day banking needs. As a Senior Client Service Representative, whether it’s taking the lead to answer questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. How you’ll succeed Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals. Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find better solutions. Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs. Who you are You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, it’s the right thing to do. You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity. You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. What CIBC offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. Job Location TX - 2121 N. Pearl Street Employment Type Regular Weekly Hours 40 Skills Customer Engagement, Customer Experience (CX), Customer Service, Leveraging Technology, People Management, Taking Initiative At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Job Summary

JOB TYPE

Full Time

SALARY

$48k-62k (estimate)

POST DATE

09/09/2022

EXPIRATION DATE

01/04/2024

Show more

CIBC Private Wealth Advisors, Inc.
Remote | Full Time
$53k-69k (estimate)
6 Days Ago

The job skills required for Client Service Associate include Client Service, Customer Service, Initiative, Teamwork, Problem Solving, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.

For the skill of  Client Service
H&R Block
Full Time
$52k-66k (estimate)
1 Week Ago
For the skill of  Customer Service
Securitas Security Services
Full Time
$87k-115k (estimate)
Just Posted
For the skill of  Initiative
Energy Transfer
Full Time
$61k-79k (estimate)
Just Posted
Show more

The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.

Smart Business Concepts
Full Time
$58k-76k (estimate)
Just Posted

If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

01/13/2022: Albany, GA

Provided daily financial transaction services for clients while delivering excellent customer care.

03/06/2022: San Bernardino, CA

Understand Clients' business to predict their needs and provide appropriate solutions.

03/05/2022: Oakland, CA

Processes and follows up on client documentation for proper maintenance of accounts.

01/23/2022: Temple, TX

Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

12/25/2021: Modesto, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

02/27/2022: Providence, RI

Develop an ability to communicate effectively with clients, managers and other associates.

02/06/2022: Peoria, IL

May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

01/31/2022: Oakland, CA

Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

03/05/2022: Detroit, MI

Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.

12/27/2021: Pierre, SD

Step 3: View the best colleges and universities for Client Service Associate.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College
Show more