Client Services Jobs in San Marcos (TX)
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Search Results - Client Services Jobs in San Marcos (TX)
San Marcos (TX)hrblock.com
About the Role:
As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare...
JobotSan Marcos (TX)
and estates, and advise clients accordingly.
7. Develop and maintain strong client relationships, providing exceptional client service.
8. Collaborate with other attorneys and professionals to provide comprehensive legal solutions to clients.
Qualifications...
EPIC PIPING, LLCSan Marcos (TX)gnahiring.com
documents.
• Scan, image, organize, and maintain documents, adhering to the company’s document lifecycle procedures.
• Control the retrieval of documents.
• Receive and process Requests for Information, or RFIs, from employees or clients and maintain...
San Marcos (TX)hrblock.com
alignment to defined client service professionalism, consultative capability, and execution standards
• Accountable for seasonal workforce readiness and performance within assigned offices, in partnership with the District General Manager and supporting...
Charles SchwabAustin, 21 mi from San Marcos (TX)
Qualifications:
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• 1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner
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• Series 9/10 valued but not required
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• Series 34 license
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WWS FINANCIAL LLCAustin, 21 mi from San Marcos (TX)talentnest.com
Client Services & Operations Associate
Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000
ABOUT THE FIRM
We are a boutique, fiduciary wealth management firm serving successful families, business owners...
EPIC PIPING, LLCSan Marcos (TX)gnahiring.com
updated and accurate information regarding all departmental functions.
• Interface with key participants, including clients, to execute the proposal process
• File & data manipulation.
• Controlled document ownership.
• Coordinate proposal...
Disability SolutionsSan Antonio, 45 mi from San Marcos (TX)
These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs...
Austin, 21 mi from San Marcos (TX)icims.com
or customer concerns.
• Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal.
• Strong focus on providing good customer service.
• Contributes to the creation of the Site Procedure Guide to ensure...
Disability SolutionsSan Antonio, 45 mi from San Marcos (TX)
These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs...
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