15 client service associate jobs found in Houston

Description Summary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments. Client Responsibilities Works with clients to open and/or service portfolio accounts per request of Wealth Advisor Attend meetings with clients as needed Team Responsibilities Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up Provide routine updates during Advisor Team Meetings and firm staff...

Description Summary: This senior level Account Relationship Associate position provides Simply the Best customer service at all times. Duties & Responsibilities: Provides administrative support, including typing, filing and answering telephones for a sales function for one or more account officers. Responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, and maintenance and servicing of the relationship. Fosters and develops internal and external relationships including advising and counseling on bank products and services. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Assist the sales function or an officer by processing and maintaining complete and accurate documentation. Compiles information, composes memos and prepares other correspondence that will be presented...

  When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Commercial Lines Underwriter. The Commercial Lines Underwriter will have the opportunity to grow a book of business by underwriting new commercial business and increasing renewal business through the cultivation of client relationships. Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plans to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop...

As a Health and Benefits Associate Manager you will contribute to a wide variety of projects involving the design, financing, and ongoing management of the full spectrum of health and benefit programs. You will support the project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry.     The Role Materially contribute to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: Partnering with client service team leader to deliver superior project management Providing superior client service in...

  When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Professional Liability Broker. The Professional Liability Broker will drive new business, work to meet or exceed production goals, as well as build strong, positive relationships to increase the reputation of Burns & Wilcox. Responsibilities Build agent and broker relationships, find sources, and be creative in placing risks and identifying product opportunities Handle accounts of all sizes, must be willing to work towards handling larger accounts independently Seek opportunities to access and cultivate new brokerage markets and products Travel...

As a Health and Benefits Associate Manager you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will support the project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry. The Role   Materially contribute to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients.  Responsibilities include:  Partnering with client service team leader to deliver superior project management   Providing superior client service...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world-class service — both pre-and post-claims....

Responsibilities Summary: When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Transportation Underwriter. The Transporation Underwriter will have the opportunity to grow a book of business by underwriting new business and increasing renewal business through the cultivation of client relationships.   Responsibilities: Build, maintain, and grow a book of transportation business Manage agency relationships and serve as lead client contact Create and execute marketing plans to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as...

Description This role is primarily remote in the state of Texas except for required appearances.   At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business. As an Attorney at Liberty Mutual, you’ll join a diverse team that values a healthy work/life balance and enjoy benefits that include eligible performance bonuses, 20 days of flexible time off each year, personal holidays, and a 401(k) plan with matching contributions. If you’re looking for a place to build a long-term career while making a positive difference, consider joining our legal team where you’ll represent Liberty Mutual and our policyholders in moderately complex civil litigation matters involving claims for monetary damages or compensation for personal injuries or property damage of moderate value.   This role is for an attonrey handling...

Description Summary:   The Commercial Portfolio Manager Portfolio Manager II – CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties & Responsibilities: Manages a portfolio of commercial customers in partnership with the relationship manager. Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks.  Will be responsible for risk rating new credits and ongoing updating of risk...

Description Summary: The Commercial Portfolio Manager Portfolio Manager II – CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties & Responsibilities: Manages a portfolio of commercial customers in partnership with the relationship manager. Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks.  Will be responsible for risk rating new credits and ongoing updating of...

Description Summary: The Associate - Corporate, Specialty and Government Banking PM supports the CSG Credit Products team and ongoing portfolio management and underwriting activities.  In this role, which will be focused in the energy industry, the associate will build upon the foundation set as an Analyst in areas such as cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects.  The Associate will also frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and other product partners in creating such analysis.  The Associate position is a developmental role for colleagues seeking a career in Portfolio Management; but may also be constructive for a colleague seeking a path to Relationship Management, Credit,...

Description Summary:   The Commercial Portfolio Manager Portfolio Manager II – CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties & Responsibilities: Manages a portfolio of commercial customers in partnership with the relationship manager. Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks.  Will be responsible for risk rating new credits and ongoing updating of risk...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The mission of the Sr. Placement Executive is to be an integral part of the team and partner with Advisors, Directors and others in the firm to deliver a high level of service to our clients.  This individual develops professional working relationships with clients,...

Responsibilities Oversee the evaluation, classification, and rating of risk to determine acceptability, coverage, and pricing Implement underwriting policies under the direction of the Managing Director and ensure compliance with these policies Be accountable for producing business in the assigned territories  Underwrite new and renewal business Be technologically savvy and data driven. Develop those capabilities in their team Monitor critical areas, such as loss ratio, costs, retention ratio and new business hit ratio, formulating corrective action where necessary Work to become expert in classes of business written within the Burns & Wilcox office  Mentor and train underwriters and associates Participate in national and local advertising, telemarketing and agency visits  Assist with the development of strategic plans Qualifications Bachelor’s degree or...