client service associate

Summit Financial, LLC

Summary:Nolan Wealth Management is looking to add a part time Client Service Associate to support our practice in Princeton, NJ. This position offers the flexibility of a hybrid to remote role. The person must be creative and enjoy working within a small, entrepreneurial environment that is sales and results oriented. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative and organizational skills. The Client Service Associate must have previous experience working with a Registered Investment Advisory firm.About Nolan Wealth Management: Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that&rsquo;s designed to address your individual situation.We understand the challenges families face today.From managing debt, to saving for college, to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.We believe in thinking &ldquo;out of the box&rdquo; and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.Role and Responsibilities:&middot; Client Service is a priority, previous experience working within an RIA/BD a must&middot; Act as the point of contact between the Financial Advisor and clients and supporting investment and operational organizations.&middot; Process insurance &amp; investment applications and paperwork&middot; Prepare agendas and supporting material for client meetings&middot; Ability to multitask and prioritize daily workload&middot; Assist with client transaction requests&middot; Develop and carry out an efficient documentation and filing system&middot; Schedule and coordinate appointments and manage calendars&middot; Sort incoming mail for advisors and teamQualifications and Education Requirements:&middot; Proficiency in Microsoft Office products including Outlook, Excel &amp; TEAMs.&middot; Requires a minimum of 5 years&rsquo; experience in Financial Services&middot; Bachelor&rsquo;s degree preferred, but not required&middot; Strong written and verbal communication skills and excellent customer service skillsPreferred Skills:&middot; Salesforce, or RedTail CRM and eMoney knowledge a plus&middot; Previous experience working with a multi-custodial RIA a plusPay: $20.00 - $25.00 per hourWork Location: Hybrid remote in Princeton, NJ 08540

Client Service Associate

AlTi Tiedemann Global

<div>
 
 
 Company Description
 
 
 
 AlTi Tiedemann Global (&ldquo;AlTi&rdquo;) is a NASDAQ listed global wealth and investment advisory firm partnering with the world&rsquo;s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.
 
 
 
 
 
 At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn&rsquo;t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.
 
 
 
 
 
 We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.
 
 
 
 
 
 Our close partnership with clients means that culture is not an accessory to our business. It&rsquo;s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.
 
 
 
 
 
 As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you&rsquo;re committed to making wealth worth more through enduring partnership, we want you to join us.
 
 
 
 
 
 To learn more visit alti-global.com.
 
 
 
 
 
 
 Job Description
 
 
 
 AlTi is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the Firm&rsquo;s West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we expand.
 
 
 Job Responsibilities
 
 <ul>
 <li>
 Partner with assigned Client Service Teams to service the Firm&rsquo;s UHNW clients
 </li>
 <li>
 Accountability for client relationships as assigned to include responsibility for data accuracy and documentation adequacy through continuous monitoring and updating of the Firm&rsquo;s internal database and relevant applications
 </li>
 <li>
 Partner with the Firm&rsquo;s custodians and internal Operations teams to ensure requests are processed and handled correctly
 </li>
 <li>
 Prepare new account paperwork, contracts, and subscription agreements
 </li>
 <li>
 Manage the opening and closing of accounts &ndash; to include SMA&rsquo;s and brokerage
 </li>
 <li>
 Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, and journals
 </li>
 <li>
 Analyze and review billing for accuracy
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree &ndash; Finance or Business preferred
 </li>
 <li>
 Minimum of 5-7 years&rsquo; experience within financial services, preferably Wealth Management
 </li>
 <li>
 Motivated with a desire to learn and grow professionally
 </li>
 <li>
 High attention to detail with the ability to work within a collaborative, fast paced team environment
 </li>
 <li>
 Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint
 </li>
 </ul>
 
 
 
 
 
 Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
 
 
</div>

SPS Global

<div>SPS Global is seeking a Client Services Associate who thrives in a fast-paced office environment and takes pride in delivering operational excellence.

This role supports day-to-day mail services, business service center operations, workplace support, and front-of-house backup &mdash; ensuring employees and clients experience a smooth, professional, and well-organized environment every day.

<h2 class="jobSectionHeader">Responsibilities</h2>

You will be responsible for maintaining high-performing workplace operations across several core areas:

<h2 class="jobSectionHeader">Mail &amp; Shipping Operations</h2>
<ul>
<li>Receive and process inbound mail and packages
</li>
<li>Log deliveries into chain-of-custody tracking software
</li>
<li>Distribute mail/packages promptly to employees
</li>
<li>Manage outgoing mail and shipping transactions
</li>
<li>Notify employees of deliveries
</li>
<li>Serve as point of contact for mail and package inquiries
</li>
</ul>Accuracy, timeliness, and accountability are critical in this function.

<h2 class="jobSectionHeader">Business Service Center Support</h2>
<ul>
<li>Monitor and maintain multi-function copy/print devices
</li>
<li>Replenish toner and paper daily
</li>
<li>Assist with copy/print requests
</li>
<li>Submit work orders when equipment requires service
</li>
<li>Maintain a neat and organized service center area
</li>
</ul>Your attention to detail keeps business operations uninterrupted.

<h2 class="jobSectionHeader">Workplace &amp; Pantry Support</h2>
<ul>
<li>Monitor and replenish office supplies (paper, pens, toner, etc.)
</li>
<li>Restock pantry items (snacks, beverages, coffee areas)
</li>
<li>Maintain client breakrooms and kitchen areas
</li>
<li>Service barista stations and meeting spaces
</li>
</ul>Presentation matters &mdash; you ensure spaces remain stocked, clean, and client-ready.

<h2 class="jobSectionHeader">Front Office &amp; Facilities Support</h2>
<ul>
<li>Provide backup reception/concierge coverage as needed
</li>
<li>Set up meeting rooms, conference spaces, and events
</li>
<li>Assist with building occupant moves
</li>
<li>Perform light maintenance and cleaning tasks
</li>
</ul>You help create a polished and welcoming workplace experience.

<h2 class="jobSectionHeader">What Success Looks Like</h2>
<ul>
<li>Employees receive prompt, courteous, professional service
</li>
<li>Mail and shipping are processed accurately and on time
</li>
<li>Office equipment remains operational and stocked
</li>
<li>Workplace spaces are organized and presentation-ready
</li>
<li>During downtime, you proactively identify ways to add value
</li>
</ul><h2 class="jobSectionHeader">What We're Looking For</h2>
<ul>
<li>Strong customer service mindset (5-star service standard)
</li>
<li>High attention to detail and reliability
</li>
<li>Ability to manage multiple operational tasks simultaneously
</li>
<li>Professional communication skills
</li>
<li>Self-starter attitude with a proactive approach
</li>
</ul><h2 class="jobSectionHeader">Why This Role Matters</h2>

This position is central to daily business continuity.

When mail flows correctly, equipment works, spaces are stocked, and service is seamless &mdash; productivity stays high and clients remain confident.

If you take pride in being the dependable professional who keeps everything running smoothly, we encourage you to apply.<div> 
WHAT WE OFFER
<ul>
<li>Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!</li>
<li>Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!</li>
<li>We Recognize Talent: We offer a variety of recognition programs for all levels of employees!</li>
<li>Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off.
<ul><li>Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.</li>
</ul>
</li></ul>About SPS

SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.

At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.

SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.

Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.

Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform.

SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.

To view our privacy policy, click on the link below: Data Privacy Statement

Acknowledgement Section: By submitting an application, by hitting &quot;Submit Application&quot;, you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.</div></div>

3xEquity, LLC

Date posted: January 26, 2026Pay: $45,000.00 - $50,000.00 per yearJob description:Crosby Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC is seeking a full time Client Service Associate /Front Desk Receptionist in Kirkland, WA.http://www.ameripriseadvisors.com/jeffrey.m.crosby/profile/As an independent arm of Ameriprise Financial, Crosby Wealth Advisors is seeking a motivated individual to work for one of the most successful financial planning and investment firms in the nation. Jeff Crosby has been a member of the Chairman&rsquo;s Advisory Council for being one of the nation&rsquo;s top 1% of advisors for Ameriprise since 2000. He has been selected as one of Barron&rsquo;s Top 1000 advisors for the past two years straight and was named to the Ameriprise Hall of Fame in 2010.This position requires that you possess the following skills:<ul><li>High school Diploma/ College Degree Preferred</li><li>40 hours/ 5-day week schedule</li><li>1-3 years in financial planning/asset management industry experience</li><li>Excellent client service: Ability to communicate well with clients verbally and over email.</li><li>Organization and time management</li><li>Attention to detail.</li><li>Ability to multitask and accurately relay information to customers and team members.</li><li>Strong computer and software knowledge including Excel, PowerPoint, and MS Word.</li><li>Mature individual to handle confidential and sensitive information</li><li>Attitude: is confident and is a positive person who partners well with others</li><li>Ability to continue to grow with the practice and learn new skills when needed.</li></ul>As one of the top practices at Ameriprise, we receive the highest priority, quality of service, and resources available from our corporate partners. This helps to ensure our clients receive the best possible experience.Responsibilities:Client Service:&middot; Provides support for special projects as assigned.&middot; Acts as client liaison to team members to ensure a high level of assistance is provided to clients and that outstanding service levels are met at all times.&middot; Acts as lead follow-up with Home Office on all applications and other paperwork in queue.&middot; Manage client contact, which may include updating client and prospect information, client service calls, client deliverables, and client paperwork. Manages and resolves client service issues.&middot; Prepares and verifies information for client forms, applications, and other documents.&middot; Prepares and ensures new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation, tracking applications, and coordinating rollovers.&middot; Provide backup assistance for team members as needed. Performs a variety of administrative duties for all areas of business as needed.&middot; Support compliance within the practice and fulfills all compliance responsibilities. Develops an understanding and adheres to all compliance regulations throughout the course of employment.&middot; Accepts and performs other duties as assignedFront Desk/Receptionist:&middot; Responsibilities will include answering phones and directing calls to the appropriate planner/staff.&middot; Greet agent&rsquo;s clients and offer &amp; deliver refreshments.&middot; Create a warm and welcoming environment for all clients and walk-ins.&middot; Keep coffee/drink area stocked and attractive for client use.&middot; Ordering office supplies when needed.Mail:&middot; Sort all incoming mail and checks, log them as appropriate and then distribute to agents and staff.You will play a key role with clients and will be an important team member of Crosby Wealth Advisors. You will have the ability to work in a professional office setting with an amazing culture and environment where you will learn the industry from the best of the best.About Ameriprise: Ameriprise Financial has a 115-year history of building long-lasting, personal client-advisor relationships. We treat our clients as we treat each other - with fairness, dignity and respect. It's no wonder we're America's leader in financial planning. Here, you can get the training and support you need to advance in your career, collaborate with peers in a diverse family-like environment, and know that your efforts will be rewarded. Our business is helping clients plan for their goals and dreams, and we want to inspire you to achieve your own.Schedule:<ul><li>Monday to Friday</li></ul>Work Location: In personJob Type: Full-timeBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Job Type: Full-timeBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In personPay: $45,000.00 - $50,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Client Service Associate/ Front Desk Receptionist

JPMorganChase

<div>JOB DESCRIPTION 
Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and efficiency. With expert collaboration and a sharp eye for detail, they turn regulatory requirements into opportunities for stronger client partnerships.
As a Client Service Associate within the Wholesale KYC Organization (WKO), you ensure compliance with regulatory and internal KYC requirements by collaborating with stakeholders such as Front Office, Compliance, and Legal to deliver a seamless client experience. Your role involves monitoring KYC timelines, providing updates, resolving issues, and leveraging technology and best practices to drive process improvements. Key responsibilities include reviewing documentation, conducting risk assessments, training junior staff, and supporting audits. The KYC Middle Officer is essential to maintaining the integrity of the KYC process, ensuring the organization remains compliant while fostering positive relationships with clients. Success in this role requires strong analytical skills, attention to detail, and deep knowledge of KYC regulations.
Job Responsibilities:<ul><li>
KYC Compliance Oversight: Ensure that all Know Your Customer (KYC) processes comply with regulatory requirements and internal policies.</li><li>
Client Due Diligence: Conduct thorough client due diligence to assess and mitigate potential risks associated with new and existing clients.</li><li>
Risk Assessment: Evaluate the risk profiles of clients based on KYC information and determine appropriate risk ratings.</li><li>
Collaboration with Stakeholders: Work closely with Front Office teams, Compliance, and Legal departments to ensure a seamless KYC process and address any client-related inquiries.</li><li>
Monitoring and Reporting: Track KYC timelines and monitor the progress of KYC cases, providing regular updates to relevant stakeholders.</li><li>
Training and Guidance: Provide training and guidance to junior staff and other teams on KYC processes and best practices.</li><li>
Handling Escalations: Address and resolve any issues or escalations related to KYC cases, ensuring timely communication with clients and internal teams.</li><li>
Data Analysis: Analyze KYC data and trends to identify areas for improvement and contribute to process enhancements.</li><li>
Regulatory Updates: Stay informed about changes in regulations and industry standards related to KYC and ensure that processes are updated accordingly.</li><li>
Audit Support: Assist in audits and reviews related to KYC processes, providing necessary documentation and explanations as required</li><li>
Process Improvements: Identify Opportunities for Process Improvements and Efficiencies within the KYC Function</li></ul>
Required qualifications, capabilities and skills:<ul><li>
Bachelor&rsquo;s degree in Finance, Business Administration, Legal Studies, or a related field.</li><li>
Minimum of 3+ years of experience in KYC, AML compliance, or related fields within the financial services industry.</li><li>
Familiarity with regulatory requirements and best practices related to KYC and AML.</li><li>
Strong analytical and problem-solving abilities to assess client risk profiles and evaluate KYC documentation effectively.</li><li>
Exceptional attention to detail to ensure accuracy and completeness in KYC documentation and processes.</li><li>
Excellent verbal and written communication skills to interact effectively with clients, stakeholders, and team members.</li><li>
Proven ability to work collaboratively with cross-functional teams, including Front Office, Compliance, and Legal departments.</li><li>
Familiarity with data analytics and reporting tools to monitor KYC processes.</li><li>
Strong organizational and time management skills to manage multiple tasks and meet deadlines in a fast-paced environment.</li><li>
Flexibility to adapt to changing regulatory requirements and business needs, with a proactive approach to continuous improvement.</li></ul>
Preferred qualifications, capabilities and skills:<ul><li>
Master&rsquo;s degree in Finance, Business Administration, Law, or a related field.</li><li>
Additional certifications such as Certified Anti-Money Laundering Specialist (CAMS), Certified Financial Crime Specialist (CFCS), or equivalent.</li><li>
Proficiency in data analysis techniques and tools (e.g., SQL, Excel, Tableau) to interpret KYC data and generate actionable insights.</li><li>
Experience in project management methodologies and tools to lead KYC initiatives and process improvement projects effectively.</li><li>
Demonstrated leadership skills with the ability to mentor and guide junior team members and promote a culture of compliance.</li><li>
Ability to create and deliver engaging presentations to senior management and stakeholders regarding KYC processes and findings.</li><li>
Experience in managing change within an organization, particularly in implementing new processes or technology solutions.</li></ul>
Please note this role is not eligible for employer immigration sponsorship.
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><div>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.
<div>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&rsquo; and employees&rsquo; 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 &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Wholesale KYC - Client Service Associate - Payments

Independent Bank Corporation

Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity&mdash;and we believe that starts with the team who supports them.Our Retail Career Path was built to do just that&mdash;support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance&mdash;with the flexibility to progress at your own pace and increase your earning potential as you go.Client Service Associate As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional &ldquo;bank teller&rdquo; or &quot;personal banker&quot; role with self-guided growth opportunities.<ul><li>Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.</li><li>Strengthen your understanding of the basic framework of Independent Bank business accounts.</li><li>Become proficient with regards to conducting different types of transactions for clients.</li><li>Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.</li><li>Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.</li><li>Identify client referral opportunities to appropriate team members.</li><li>Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.</li><li>Ability to have meaningful financial conversations with clients during all interactions.</li><li>Maintain ongoing communication with clients following internal processes and procedures.</li><li>Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.</li></ul>Why You Should Apply:<ul><li>Competitive hourly pay and great benefits.</li><li>Accommodating and flexible paid time off.</li><li>A knowledgeable, goal-driven, and exciting team of colleagues.</li><li>Numerous advancement opportunities with structured, personalized career paths and mentoring.</li><li>Exposure to different areas of banking and the ability to work with leaders within the industry.</li><li>Extensive training on all areas and aspects of the banking field to help you reach your highest potential.</li><li>Community-focused events and volunteer opportunities.</li></ul>What We&rsquo;re Looking For:<ul><li>High school diploma or equivalent education is required.</li><li>Outstanding client service skills.</li><li>Cash handling experience is preferred, but it is not required as we provide ample training.</li><li>The ability to adapt and adjust to new ideas, processes, workflows, and systems.</li><li>Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.</li><li>Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.</li><li>A strong desire to be a part of the Independent Bank family while contributing to our growth and success.</li></ul>This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!Job Type: Part-timePay: $18.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Flexible schedule</li><li>Paid time off</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Part Time Client Service Associate (Bank Teller/Personal Banker)

Amegy Bank

At Amegy Bank, people and culture are at the heart of everything we do. “Everyone counts” isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank—Here, you grow.
 
We’re seeking a dynamic, customer-focused professional to join our team as a Part-time Client Service Associate (Teller) at our Magnolia Banking Center in Magnolia, TX . In this front-line role, you’ll be the face of Amegy Bank—delivering exceptional service, building relationships, and assisting customers with their everyday banking needs.
 
This position offers exciting opportunities for growth within the banking industry and plays a key role in creating exceptional customer experiences. If you’re passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we’d love to hear from you!
 
Key Responsibilities: 
Deliver comprehensive banking services by efficiently and accurately processing financial transactions within authorized limits, ensuring timely completion and maintaining a consistent, acceptable balancing record.
 
Leverage knowledge of bank products and services to identify customer needs and promote solutions that strengthen and grow client relationships.
 
Identify and fulfill client needs by delivering a range of banking services, including issuing counter checks, performing account maintenance, processing money transfers, and accepting loan payments.
 
Provide an outstanding customer experience while identifying product or service needs and making appropriate referrals.
 
Proactively identify opportunities to cross-sell bank products aligned with clients’ needs and maximize value.
 
Ensure all responsibilities are carried out in strict adherence to applicable laws, regulations, and established bank policies and procedures.
 
Resolve customer concerns promptly through direct assistance or by referring them to the appropriate branch/banking center or specialized resources.
 
Comply with the bank’s security protocols while safeguarding the confidentiality of records and client information.
 
Meet daily with the Branch Service Manager and/or Branch Manager to review progress toward individual and banking center performance goals.
 
Perform additional responsibilities as assigned to support branch/banking center operations and client service.
 
Required Qualifications: 
High school diploma or equivalent required.
 
Minimum of 6 months of experience in customer service, banking, cash handling, balancing, sales, or a related field.
 
Prior experience in a customer service or cash handling role is strongly preferred.
 
Strong customer service skills with the ability to communicate clearly and effectively.
 
Basic math skills and proficiency in computer systems and cash-handling equipment.
 
Demonstrated attention to detail and accuracy in processing financial transactions.
 
Knowledge of banking products and services is a plus.
 
Skilled in cross-selling bank products and services tailored to meet individual client needs.
 
Proven experience in achieving or surpassing sales goals and referral targets.
 
Consistent, reliable attendance and exceptional time management skills.
 
Ability to work efficiently in a fast-paced environment while consistently maintaining professionalism.
 
Work Schedule: 
Monday–Friday, 8:30 PM – 5:30 PM
 
Saturday, 8:30 PM – 1:30 PM
 
This is a part-time position: 20 hours per week. Must be able to work a flexible schedule within the hours listed above.
 
Employee Benefits: 
At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth.
 
Medical, Dental, and Vision Insurance – starting your first day!
 
Mental Health Support, including coaching and therapy sessions.
 
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
 
Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Dependent Care Accounts.
 
401(k) Plan with Company Match and Profit Sharing.
 
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.
 
Tuition Reimbursement for eligible employees.
 
Employee Ambassador preferred banking products.
 
Competitive compensation aligned with experience.
 
Employees working 20 hours or more per week are eligible to participate in Zions Bancorporation’s employee benefits, in line with our standard eligibility rules. These benefits include health insurance, life insurance, a 401(k) plan, and other benefits available to employees in similar positions.
 
Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

Part-time Client Service Associate (Teller - 20 hours) - Magnolia, TX

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Client Service Associate

Client Service Associate

Client Service Associate

Client Service Associate/ Front Desk Receptionist

Wholesale KYC - Client Service Associate - Payments

Part Time Client Service Associate (Bank Teller/Personal Banker)

Part-time Client Service Associate (Teller - 20 hours) - Magnolia, TX