393 Client Service jobs in Windemere

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

• Develop and maintain strong client relationships with a focus on retention and satisfaction
• Support the onboarding of new clients by preparing and submitting all required documentation, including applications, disclosures, and account forms
• Manage ongoing client communications by preparing and distributing account updates, statements, and other correspondence
• Collect and organize client documents needed for financial planning, account servicing, or investment reviews
• Schedule and coordinate client appointments, follow-ups, and advisor meetings with accuracy and professionalism
• Operate effectively in a matrixed environment, supporting a diverse and complex portfolio of client relationships
• Ensure timely and accurate execution of account transactions, including contributions, distributions, rollovers, and transfers
• Participate in ongoing training and development through internal resources, team meetings, and compliance or practice management sessions
• Assist in financial planning efforts by compiling data, maintaining planning software, and generating client-ready reports
• Utilize CRM systems to record client interactions, manage follow-up tasks, and track key workflow milestones
• Serve as a liaison with custodians, vendors, and internal departments to resolve account issues and ensure seamless service delivery
• Safeguard all client and company information, maintaining confidentiality in line with firm and regulatory policies
• Perform additional administrative or client service duties as needed to support advisor operations and client engagement

• 1-2 years of client service experience or related business experience

• Some College Experience preferred
• Wealth management experience preferred

• Proven ability to identify and resolve problems independently, with minimal supervision
• Proficient in Microsoft Office Suite and CRM platforms, with strong overall computer skills
• Maintains a positive, client-focused attitude and delivers proactive, high-quality service
• Skilled at managing multiple priorities while maintaining strong attention to detail
• Excellent verbal and written communication skills, essential for effective client interaction
• Highly organized with strong analytical and critical thinking abilities
• Collaborative team player who thrives in a supportive and fast-paced environment

• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Monday-Friday (8am-5pm)
• 2 weeks of vacation, sick leave, floating holiday's
• Hybrid schedule after successful training period
• Open Style office for collaboration
• Break Room w/ Snacks
• Monthly team Lunches, Quarterly Team dinners

Client Service AssociateDepartment: Vibes And VerbsEmployment Type: Full TimeLocation: Austin, TXCompensation: $52,000 - $0,000 / yearDescriptionJob Description We are seeking a dedicated and professional Client Service Associate to join our Austin-based team. This role is crucial in maintaining strong relationships with our clients by ensuring high-quality service, efficient communication, and personalized support. You will serve as the primary point of contact for client inquiries and be instrumental in delivering service excellence.Key ResponsibilitiesResponsibilitiesAct as the first point of contact for client requests, inquiries, and concernsEnsure timely and accurate responses to client communicationsMaintain client records and manage service agreementsCoordinate with internal teams to meet client expectationsPrepare service reports and assist in client onboardingIdentify areas for service improvement and contribute to client satisfaction strategiesSkills, Knowledge and ExpertiseQualificationsBachelor's degree in Business, Communications, or a related field (or equivalent experience)1-3 years of experience in client service, customer support, or administrative rolesStrong interpersonal and communication skillsDetail-oriented with excellent organizational abilitiesProficiency in Microsoft Office Suite and basic CRM toolsAbility to manage multiple priorities in a fast-paced environmentBenefitsBenefitsCompetitive salary ( 52,000 - 60,000 annually)Opportunities for professional growth and developmentHealth, dental, and vision insurancePaid time off and holidaysCollaborative and supportive work environmentOn-site training and mentorship

• Provide friendly, quality customer care to patients and clients
• Process invoices payments
• Answer phones, schedule appointments, and obtain all necessary medical history
• Determine the status of the patient's immunizations and tests
• Communicate with the doctor and technical staff on the patient's arrival and necessary treatments
• Fill prescriptions, food requests, and over-the-counter products as instructed by a veterinarian
• Accurately input data into computer software
• This is not a complete list of job duties; some tasks may be assigned or reassigned as policies and procedures change*

• High school diploma
• Weekend availability as needed
• Must be able to lift 30-50 pounds

• Paid time off
• Health insurance
• Dental Insurance
• Vision insurance
• Employee discounts
• Flexible schedules
• 401K with company match
• Training and Career development

• Serve as the first point of contact for client phone calls and scheduling needs
• Manage calendars and coordinate appointments, including advisor coaching sessions
• Support onboarding of new brokerage and managed account clients
• Track and process ACAT transfers and all types of money movement requests
• Maintain client information and notes in CRM; manage follow-ups and task tracking
• Ensure accurate trade processing, fee changes, and beneficiary updates
• Monitor compliance status and support licensing/CE tracking
• Handle home office communications and resolve client issues
• Prepare client paperwork including ADV2 submissions, disclosures, and trusted contacts
• Code deposits and enter planning data into MoneyGuide Pro
• Coordinate RMDs and reporting
• Package and send materials using UPS overnight account
• Support client reimbursements and fee cutoffs under internal tools
• Utilize systems such as Hearsay, CRM, Agenda Builder, and more

• Prior experience in a financial services or wealth advisory firm preferred
• Strong organizational skills and high attention to detail
• Proficiency with CRM tools and financial planning systems is a plus
• Ability to manage multiple tasks and deadlines in a client-first environment
• Licensure is not required but may impact compensation and future growth opportunities

• Salary Range: 70,000- 80,000 based on experience and licensure (starting at 60,000 for non-licensed candidates)
• 401(k) with Safe Harbor 3% match (eligible after one year)
• Health Insurance: Employer pays 50% of insurance premiums

Are you interested in joining a fantastic veterinary team? If you love animals and enjoy working with people, we invite you to join us as a Client Service Representative at VCA Premier Animal Hospital & Pet Resort!

Our team cares about your growth, future, and well-being. At VCA Premier, you'll get to help pets and their families live healthier lives while also enjoying personal and professional development. Our hospital is a five-doctor practice located in North Austin, serving the community for nearly 20 years.

At VCA Premier, we focus on quality medicine, a healthy work culture, teamwork, and work/life balance. We value each person's skill and personality and are excited to learn more about you. Whether you're an experienced veterinary assistant looking for the next step in your career or a new graduate seeking mentorship, our team is ready to partner with you. We are looking for a motivated team player who is an effective multi-tasker with excellent communication skills.

ESSENTIAL FUNCTIONS:

•Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms
•Scheduling and confirming appointments
•Placing outbound calls for follow-ups and reaching out to prospective clients
•Presenting and explaining fees, including processing payments
•Recommending, selecting, and obtaining products and services, including prescriptions
•Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control)
•Managing medical records, charts, reports and correspondence

QUALIFICATIONS:

•At least one year of proven past experience helping customers
•High School Diploma/GED or equivalent
•Excellent listening and communication skills
•Compassion for pets and people-as well as awareness and understanding of others' reactions
•Proven decision-making skills to choose the most appropriate course of action
•The ability to integrate new information into problem-solving
•Proficiency in Microsoft Office and use of technology
•Willingness to work weekends

Joining the VCA Premier family comes with a host of benefits:

- Competitive wages

- Comprehensive medical, dental & vision insurance.

- Paid vacation and sick time

- 401(k) plan.

- Access to the resources of a large veterinary community

- Leadership opportunities

- Career development programs

- The chance to give back through our strong Shelter partnerships and VCA Charities.

- Free wellness subscriptions (Head Space)

- Referral bonuses

- Long and short-term disability insurance

- Paid parental leave

At VCA, we're committed to helping you grow your career and sharpen your skills. You'll have the opportunity to work with a diverse and stimulating caseload, using the most advanced imaging and monitoring tools. You'll also benefit from the expertise of our extensive network of over 4,500 doctors, including 600+ boarded specialists. We offer continuing education, transfer, specialization, and leadership opportunities that are unique to VCA.

If you're looking for a supportive and collaborative work environment, we invite you to apply now. We're excited to learn more about you and how you can contribute to our team.

Please note that if you're a current associate, you need to apply through our internal career site by logging into Workday, clicking on the Career worklet on the landing page, or searching for Find Jobs.

Lastly, the information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require other tasks to be performed when circumstances change (e.g., emergencies, change in personnel, workload, or technical development).

If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!

The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com.

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

• Business Service Officer