84 Client Service jobs in Mckinney
Client Service Associate
Posted 13 days ago
Job Viewed
Job Description
As a Client Service Associate within our Commercial & Investment Bank, you will play a pivotal role in managing relationships with our clients. Your role will involve resolving client requests and providing comprehensive support for our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage.
**Job Responsibilities**
+ Manage client relationships, addressing issues that arise with our treasury and cash management products and services, ensuring client satisfaction and retention.
+ Apply innovative techniques to enhance the efficiency and resilience of our operating platform, contributing to the continuous improvement of our services.
+ Establish and maintain productive relationships with internal stakeholders, to drive mutually beneficial outcomes and adjusting approach based on needs and circumstances.
+ Leverage data and tech literacy to collaborate with Technology and Business teams, assisting in the implementation of new technology to create a competitive advantage.
+ Participate in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties, ensuring project objectives are met.
**Required qualifications, capabilities and skills**
+ Minimum of 2 years of experience or equivalent expertise in managing client relationships and/or internal stakeholders
+ Demonstrated experience in applying innovative techniques for process improvement, with a focus on enhancing operational efficiency and resilience.
+ Proven ability to establish and maintain productive relationships with internal stakeholders, with a track record of driving mutually beneficial outcomes.
+ Experience in leveraging data and tech literacy to collaborate with Technology and Business teams, particularly in the implementation of new technology.
+ Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties.
+ Advanced analytical and problem solving skills, with the ability to assess situations and develop effective solutions
+ Strong written and verbal communication skills
+ Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing Data, reports, and creating presentations to support client service activities
**Preferred qualifications, capabilities and skills**
+ Mentor team members to enhance their skills and foster a collaborative service environment.
+ Engage in strategic planning to align client services with organizational goals and client needs.
+ Collaborate with cross-functional teams to ensure seamless client service operations
+ Build and maintain strong client relationships to support long-term business success.
+ Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties
+ Bachelor's degree and/or equivalent work experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Client Service Coordinator

Posted 16 days ago
Job Viewed
Job Description
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
ESSENTIAL RESPONSIBILITIES AND TASKS Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. aximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. rovide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health. ducate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service. ssist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments. anage the finances by maintaining accurate balances and utilizing proper opening and closing procedures. onduct administrative functions as necessary. ther job duties as assigned
Client Service Coordinator

Posted 16 days ago
Job Viewed
Job Description
SUMMARY OF JOB PURPOSE AND FUNCTION
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
Description - External
ESSENTIAL RESPONSIBILITIES AND TASKS
· Live and exemplify the Five Principles of Mars, Inc. within self and team.
· Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
· Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients.
· Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.
· Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services
· Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
· Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.
· Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.
· Conduct administrative functions as necessary.
· Other job duties as assigned.
THE FIVE PRINCIPLES
· Quality - The consumer is our boss, quality is our work and value for money is our goal.
· Responsibility - As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.
· Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure.
· Efficiency - We use resources to the full, waste nothing and do only what we can do best.
· Freedom - We need freedom to shape our future; we need profit to remain free.
HIRING QUALIFICATIONS / COMPETENCIES Leadership - Customer Focus - Peer Relationships - Integrity & Trust
- Action Oriented - Listening
Functional - Preventative care and OWPs - Communication Skills - Client Service Skills - Priority Setting - Time Management
CAPABILITIES AND EXPERIENCE (CAN DO)
· Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
· Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.
· Organizational ability - Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.
· Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.
· Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.
· Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.
· Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.
· Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.
ATTITUDES (WILL DO)
· Initiative - shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.
· Integrity - Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.
· Cooperativeness - Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.
· Flexibility - Is open to changing situations and opportunities and is willing to perform all tasks assigned.
· Independence - Able and willing to perform tasks and duties without supervision.
· Tolerance for Stress / Resiliency - Maintains a positive "can do" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.
SPECIAL WORKING CONDITIONS
· Ability to work at a computer for long periods of time.
· Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
· Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
· Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
· The noise level in the work environment is moderately high.
· Requires sufficient ambulatory skills in order to perform duties while at hospital.
· Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
· Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.
· Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
· Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.
EXPERIENCE, EDUCATION AND/OR TRAINING
· High School Diploma or equivalent preferred.
· Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
· One year related experience required with customer service preferred.
· Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.
WE ARE A DRUG-FREE, SMOKE-FREE, EQUAL OPPORTUNITY EMPLOYER.
Banfield Pet Hospital® strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location.
Client Service Associate
Posted 9 days ago
Job Viewed
Job Description
As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role.
Job responsibilities
- Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
- Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement.
- Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes.
- Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy.
- Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
- Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
- Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.
Required qualifications, capabilities and skills
- Minimum of 3 years of client-facing work experience in a financial services environment.
- Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
- Proven ability to establish and maintain productive relationships with internal stakeholders.
- Experience in leveraging data and tech literacy to collaborate with internal teams.
- The ability to provide quantifiable reporting and present findings.
- Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
- Strategic thinking with the ability to adapt to change and demonstrated team-building skills.
Preferred qualifications, capabilities, and skills
- Developing ability to mentor team members to enhance their skills and foster a collaborative service environment.
- Developing proficiency in strategic planning to align client services with organizational goals and client needs.
- Proven ability to build and maintain strong client relationships to support long-term business success.
- Developing experience learning new operating models, technologies, and industry trends.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Client Service Associate
Posted 12 days ago
Job Viewed
Job Description
As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role.
Job responsibilities
- Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
- Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement.
- Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes.
- Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy.
- Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
- Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
- Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.
Required qualifications, capabilities and skills
- Minimum of 3 years of client-facing work experience in a financial services environment.
- Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
- Proven ability to establish and maintain productive relationships with internal stakeholders.
- Experience in leveraging data and tech literacy to collaborate with internal teams.
- The ability to provide quantifiable reporting and present findings.
- Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
- Strategic thinking with the ability to adapt to change and demonstrated team-building skills.
Preferred qualifications, capabilities and skills
- Developing ability to mentor team members to enhance their skills and foster a collaborative service environment.
- Developing proficiency in strategic planning to align client services with organizational goals and client needs.
- Proven ability to build and maintain strong client relationships to support long-term business success.
- Developing experience learning new operating models, technologies, and industry trends.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Client Service Associate
Posted 14 days ago
Job Viewed
Job Description
As a Client Service Associate within our Commercial & Investment Bank, you will play a pivotal role in managing relationships with our clients. Your role will involve resolving client requests and providing comprehensive support for our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage.
Job Responsibilities
- Manage client relationships, addressing issues that arise with our treasury and cash management products and services, ensuring client satisfaction and retention.
- Apply innovative techniques to enhance the efficiency and resilience of our operating platform, contributing to the continuous improvement of our services.
- Establish and maintain productive relationships with internal stakeholders, to drive mutually beneficial outcomes and adjusting approach based on needs and circumstances.
- Leverage data and tech literacy to collaborate with Technology and Business teams, assisting in the implementation of new technology to create a competitive advantage.
- Participate in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties, ensuring project objectives are met.
Required qualifications, capabilities and skills
- Minimum of 2 years of experience or equivalent expertise in managing client relationships and/or internal stakeholders
- Demonstrated experience in applying innovative techniques for process improvement, with a focus on enhancing operational efficiency and resilience.
- Proven ability to establish and maintain productive relationships with internal stakeholders, with a track record of driving mutually beneficial outcomes.
- Experience in leveraging data and tech literacy to collaborate with Technology and Business teams, particularly in the implementation of new technology.
- Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties.
- Advanced analytical and problem solving skills, with the ability to assess situations and develop effective solutions
- Strong written and verbal communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing Data, reports, and creating presentations to support client service activities
Preferred qualifications, capabilities and skills
- Mentor team members to enhance their skills and foster a collaborative service environment.
- Engage in strategic planning to align client services with organizational goals and client needs.
- Collaborate with cross-functional teams to ensure seamless client service operations
- Build and maintain strong client relationships to support long-term business success.
- Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties
- Bachelor's degree and/or equivalent work experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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