Client Service Officer Jobs in Richardson, TX

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Client Service Representative

Wtw

profile Richardson - USA

DescriptionThe RoleAs a Client Service Representative (CSR) you will be responsible for delivering high-quality service and support to Advisory and Insurance clients using web-based systems for tracking information gathering delivering education and troubleshooting issues. This role involves handlin...

11 days ago
Full Time

Acumen Client Services Agent Tx

Rise Family

profile Richardson - USA

DescriptionABOUT THE COMPANYAcumen LLC. is one of the nations leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is...

30+ days ago
Full Time

Client Service Officer

B.f. Saul Company

profile Bethesda - USA

Company Overview:Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals families and institutions. Located just outside of Washington D.C. the firm specializes in unique thematic investment research and...

30+ days ago
Full Time