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Client Assistant Jobs in Conroe, TX (NOW HIRING)

Client Concierge

Houston, TX · On-site

$14.75 - $19/hr

Assistant providers and managers with client scheduling and maintaining the appointment books. * Comply with all company policies and procedures to ensure streamlined processes within the location

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We are seeking a Legal Assistant/Receptionist to become a part of our team! You will provide ... Responsibilities: * Answer phones, schedule appointments, follow up on client leads * Conduct ...

Client Advisor Summary As the Client Advisor, you are both the face and the driving force on the ... You also assist skin experts by efficiently checking in clients, managing appointment changes, and ...

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We are seeking a Legal Assistant/Receptionist to become a part of our team! You will provide ... Responsibilities: * Answer phones, schedule appointments, follow up on client leads * Conduct ...

: Client Interface Manager CLASSIFICATION: Exempt JOB SUMMARY The Client Interface Manager provides ... Participate in customer tours and assist with internal audits and special projects, as requested

Coordinate, assist and attend client events, meetings, appointments and conferences * Oversee preparation of presentations for internal sales teams and external clients * Prepare, attend and ...

Coordinate, assist and attend client events, meetings, appointments and conferences * Oversee preparation of presentations for internal sales teams and external clients * Prepare, attend and ...

Showing results 41-60

Client Assistant information

What does a client assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a client assistant?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a client assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.

What are the most commonly searched types of Client jobs in Conroe, TX?

The most popular types of Client jobs in Conroe, TX are:

What cities near Conroe, TX are hiring for Client Assistant jobs?

Cities near Conroe, TX with the most Client Assistant job openings:

Infographic showing various Client Assistant job openings in Conroe, TX as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution.

Client Relationship Associate (Energy Lending) - Houston, TX

Zionsbank Corp

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Job description

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.

We are looking for a Client Relationship Associate to join our Energy Lending team in Houston, TX. Our Energy Lending team is dedicated to providing exceptional service and tailored financial solutions to our clients. 

The ideal candidate for this position will have the skills and experience necessary to: 

  • Support Relationship Managers in the daily management of their loan portfolios.
  • Provide daily administrative and clerical assistance to the assigned department in the areas of loans, deposits and account servicing.
  •  Process loan renewals and changes in terms as related to the Relationship Managers' portfolios or own portfolio if assigned.
  • Call clients to request current financial statements, credit reports and income verification information.
  • Determine if documents provided meet the bank's requirements.
  • Process and compile monthly production reports.
  • Open and close accounts.
  • Manage exceptions including loan collateral, financial reporting and depository related exceptions.
  • Obtain missing information such as signature cards, financial statements, insurance, etc.
  • Manage the filing, correspondence, scheduling and coordinating loan portfolio functions to assure a smooth operational flow.
  • Assist with loan processing, closing, and monitoring while providing quality service to allow loan personnel time for business development activities.
  •  Assist customers with questions, preparing desk files and maintenance of all automated reports, etc. 
  • May manage small deposit portfolio.
  • Other duties as assigned.

Qualifications: 

Requires a High School degree or equivalent and 4 years of in banking, loans, loan portfolios, deposits, account servicing or other directly related experience or other directly related experience. A combination of education and experience may meet job requirements.

  • Working knowledge of loan/bank operations, loan documentation processes, loan principles, loan systems, loan portfolios, including loan renewals and changes, deposits, new accounts, banking principles, processes, policies, compliance and regulations.
  • Strong interpersonal, customer service and communications skills, both verbal and written.
  • Strong organizational skills.
  • Ability to respond to inquiries in a timely manner. Ability to process, audit and review client information.
  • Solid problem resolution skills.
  • Ability to create and pull reports.
  • Ability to multi-task, support various priorities, work with relationship managers and clients as needed.
  • Working knowledge of various word processing and spreadsheet software.

  • Intermediate knowledge of computers software (i.e. Microsoft Word, PowerPoint, Excel, Teams) and general workflow organization

Benefits: 

  • Medical, Dental and Vision Insurance - START DAY ONE! 
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  •  Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees
  • Employee Ambassador preferred banking products

Zions Bank logo

About Zions Bank

Sourced by ZipRecruiter

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

Salt Lake City, UT, US

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