Client Services Representative (Banking) jobs in Pasadena, TX

Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Client Services Representative
  • Client Staffing Solutions Inc
  • Bellaire, TX FULL_TIME
  • Client Services Representative-Paraplanner Role :

    Cultivate enduring connections with current clients.

    Manage documentation for new account setups.

    Execute transactions such as distributions, Roth conversions, and other financial activities.

    Address and resolve client inquiries promptly.

    Coordinate and schedule meetings with clients.

    Aid clients in accessing websites, password resets, and related tasks.

    Prepare for and conduct follow-ups after client meetings.

    Ensure adherence to compliance requirements.

    Provide support for administrative and marketing responsibilities.

    Potential for progression to a financial advisor role.

    Client Services Representative-Paraplanner Background Profile :

    Bachelor’s Degree is preferred

    Preferred active licenses : 7, 63, and 65, or Series 7 and 66

    Ideal Texas Insurance License

    3 years of experience in financial services retail financial services, not institutional financial services

    Strong understanding of investments, pensions and taxation

    Excellent written and verbal communication skills and strong interpersonal skills

    Desire to help others with their financial health

    Ability to prioritize tasks

    Detail oriented and deadline driven

    Demonstrated client service orientation

    Positive and outgoing personality

    Familiarity with NFS, Redtail, and Emoney considered advantageous

    19 hours ago
  • 2 Days Ago

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Client Services Representative
  • Advisory and Consulting Services
  • Bellaire, TX FULL_TIME
  • Client Services Representative-Paraplanner Role : Cultivate enduring connections with current clients. Manage documentation for new account setups. Execute transactions such as distributions, Roth con...
  • 1 Day Ago

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Client Services Representative
  • NVA
  • Houston, TX FULL_TIME
  • Description & Requirements Houston Cat Hospital cultivates a collaborative, authentic, and compassionate culture and is seeking a Client Service Representative to join our fast-paced clinic and team. ...
  • Just Posted

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Client Services Representative
  • True North Consultants
  • Bellaire, TX FULL_TIME
  • Client Services Representative-Paraplanner Role : Cultivate enduring connections with current clients. Manage documentation for new account setups. Execute transactions such as distributions, Roth con...
  • Just Posted

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Client Services Representative
  • Ilocatum
  • Bellaire, TX FULL_TIME
  • Customer Relations Specialist Location : Bellaire, TX Bellaire, TX Responsibilities : Develop and maintain strong relationships with existing clients Manage documentation for the establishment of new ...
  • Just Posted

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Client Services Representative
  • Enterprise Search Associates
  • Bellaire, TX FULL_TIME
  • Client Services Representative-Paraplanner Role : Cultivate enduring connections with current clients. Manage documentation for new account setups. Execute transactions such as distributions, Roth con...
  • 1 Day Ago

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0 Client Services Representative (Banking) jobs found in Pasadena, TX area

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Client Service Representative
  • VCA Animal Hospitals
  • Houston, TX
  • We are seeking an experienced Client Service Representative to join our team. At VCA Jones Road Animal Hospital, we take...
  • 3/28/2024 12:00:00 AM

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Senior Customer Service Representative
  • Addison Group
  • Houston, TX
  • Seeking a dynamic and experienced Senior Customer Service Representative with a proven track record in leading customer ...
  • 3/28/2024 12:00:00 AM

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Client Services Associate
  • FIG Talent Solutions
  • The Woodlands, TX
  • JOIN A FINANCIAL PLANNING TEAM TODAY! A boutique Financial Planning Firm has a Client Services Associate position availa...
  • 3/27/2024 12:00:00 AM

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Client Service Representative
  • Pierre Strand
  • Houston, TX
  • Are you on the lookout for your next thrilling career opportunity in the world of sales? Look no further, as your journe...
  • 3/27/2024 12:00:00 AM

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Client Service Representative
  • Third Coast Events
  • Houston, TX
  • At Third Coast Events, we value our partnered clients and share their vision of growth. Our success in creating these lo...
  • 3/27/2024 12:00:00 AM

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Client Service Representative
  • Third Coast Events
  • Cypress, TX
  • At Third Coast Events, we value our partnered clients and share their vision of growth. Our success in creating these lo...
  • 3/27/2024 12:00:00 AM

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Senior Customer Service Representative
  • Manufacturing Company
  • Humble, TX
  • Job Description Job Description Title: Senior Customer Service Representative Status: Full-Time Reports to: Customer Ser...
  • 3/26/2024 12:00:00 AM

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Veterinary Customer Service Representative Part-Time Afternoon
  • VCA Animal Hospitals
  • Sugar Land, TX
  • We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our missi...
  • 3/24/2024 12:00:00 AM

Pasadena /ˌpæsəˈdiːnə/ is a city in the U.S. state of Texas, within the Houston–The Woodlands–Sugar Land metropolitan area. As of the 2010 U.S. Census, the city's population is 149,043, making it the seventeenth most populous city in the state of Texas, as well as the second-largest city in Harris County. The area was founded in 1893 by John H. Burnett of Galveston, who named the area after Pasadena, California, because of the perceived lush vegetation. The Pasadena Volunteer Fire Department is the largest of all volunteer municipal fire departments in the United States. According to the Unite...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$40,302 to $53,575
Pasadena, Texas area prices
were up 2.3% from a year ago