Strong client focus and ability to partner with various internal groups. Independence and self-motivation with an ability to adapt and be flexible in a team environment. Ability to navigate client ...
Strong client focus and ability to partner with various internal groups. Independence and self-motivation with an ability to adapt and be flexible in a team environment. Ability to navigate client ...
Client Service Associate WWS
Houston, TX · On-site
... focus and ability to partner with various internal groups. • Independence and self-motivation with an ability to adapt and be flexible in a team environment. • Ability to navigate client ...
Client Service Associate WWS
Houston, TX · On-site
... focus and ability to partner with various internal groups. • Independence and self-motivation with an ability to adapt and be flexible in a team environment. • Ability to navigate client ...
Client Service Associate WWS
Houston, TX · On-site
... focus and ability to partner with various internal groups. · Independence and self-motivation with an ability to adapt and be flexible in a team environment. · Ability to navigate client ...
Client Service Associate WWS
Houston, TX · On-site
... focus and ability to partner with various internal groups. · Independence and self-motivation with an ability to adapt and be flexible in a team environment. · Ability to navigate client ...
Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure * Drives revenue and profitability growth by identifying new ...
Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure * Drives revenue and profitability growth by identifying new ...
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional ...
Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional ...
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
ACCO Engineered Systems in Pasadena, CA seeks a Project Manager to develop client relationships, manage HVAC project sales and coordinate field labor with field leadership. The role requires driving ...
ACCO Engineered Systems in Pasadena, CA seeks a Project Manager to develop client relationships, manage HVAC project sales and coordinate field labor with field leadership. The role requires driving ...
ACCO Engineered Systems in Pasadena, CA seeks a Project Manager to develop client relationships, manage HVAC project sales and coordinate field labor with field leadership. The role requires driving ...
ACCO Engineered Systems in Pasadena, CA seeks a Project Manager to develop client relationships, manage HVAC project sales and coordinate field labor with field leadership. The role requires driving ...
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
A strong focus on completing tasks and projects accurately and thoroughly * Communication Skills ... Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ...
A strong focus on completing tasks and projects accurately and thoroughly * Communication Skills ... Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ...
A strong focus on completing tasks and projects accurately and thoroughly * Communication Skills ... Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ...
A strong focus on completing tasks and projects accurately and thoroughly * Communication Skills ... Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ...
A strong focus on completing tasks and projects accurately and thoroughly * Communication Skills ... Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ...
A strong focus on completing tasks and projects accurately and thoroughly * Communication Skills ... Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ...
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Private Wealth Client Associate
San Antonio, TX · On-site
$13 - $18/hr
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
Private Wealth Client Associate
San Antonio, TX · On-site
$13 - $18/hr
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results * Demonstrates a client-centric mindset, always acting in the best interest of the client
A strong focus on completing tasks and projects accurately and thoroughly * Communication Skills ... Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ...
A strong focus on completing tasks and projects accurately and thoroughly * Communication Skills ... Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ...
A strong focus on completing tasks and projects accurately and thoroughly * Communication Skills ... Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ...
A strong focus on completing tasks and projects accurately and thoroughly * Communication Skills ... Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ...
Client Focus information
See Texas salary details
$26.7K is the 25th percentile. Wages below this are outliers.
$18K - $33K
43% of jobs
The median wage is $36.9K / yr.
$33K - $47.9K
26% of jobs
$58.7K is the 75th percentile. Wages above this are outliers.
$47.9K - $62.9K
8% of jobs
$62.9K - $77.8K
3% of jobs
$77.8K - $92.8K
2% of jobs
$92.8K - $107.7K
1% of jobs
$107.7K - $122.7K
1% of jobs
$122.7K - $137.6K
3% of jobs
$137.6K - $152.6K
4% of jobs
$152.6K - $167.5K
4% of jobs
$167.5K - $182.5K
4% of jobs
$18K
$62.7K
$182.5K
How much do client focus jobs pay per year?
What is the difference between Client Focus vs Customer Service Representative?
| Aspect | Client Focus | Customer Service Representative |
|---|---|---|
| Primary Role | Building and maintaining long-term client relationships | Handling customer inquiries and resolving issues |
| Skills Needed | Communication, relationship management, strategic thinking | Communication, problem-solving, product knowledge |
| Work Environment | Business settings, B2B interactions, account management | Call centers, retail, service industries |
| Certifications | May include sales or account management certifications | Customer service training, product certifications |
While both roles involve communication and client interaction, Client Focus emphasizes building long-term relationships and strategic account management, often in B2B settings. Customer Service Representatives primarily address immediate customer needs and support, typically in retail or service environments. Understanding these differences helps job seekers target the right roles based on their skills and career goals.
What is a client focus role?
What are some common challenges faced in a client focus role, and how can they be managed effectively?
What are the key skills and qualifications needed to thrive in a client focus role?

Woodforest National Bank rating
7.0
Based on 43 frontline employees who took The Breakroom Quiz
127th of 170 rated banks
Job description
The Client Service Associate (CSA) Woodforest Wealth (WW) works under general supervision, using specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors and their clients. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. The CSA contributes to an increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal and external clients/customers to identify, research, and resolve problems.
Key Responsibilities:
Client Support
Work with clients, RJ (Raymond James) and third-party custodians to ensure optimal client account maintenance and support.
Manage the production and processing of all client account documentation.
Manage a client review process to ensure ongoing client meetings and continued implementation of client investment strategies.
Formalize and manage a client onboarding process.
Monitor branch daily alerts and take action as needed.
Prepare and present RJ Goal Planning and Monitoring system to clients and prospects as needed.
Maintain client reporting system to produce pertinent financial reporting for client reviews.
Branch Operations
Process, track, troubleshoot and archive client documentation.
Assist with answering phones, screening calls and relaying messages appropriately.
Assist with firm audits and with maintenance of compliance files.
Assist with branch client documentation, utilizing RJFS CRM, branch network and ACT!.
Track retail and commercial referrals
Competencies Required:
Proficiency with Microsoft Office products (i.e., Excel, Word, Outlook, PowerPoint or SharePoint).
Excellent organizational and time management skills.
Excellent customer service skills.
Ability to interact and communicate effectively with internal and external parties.
Ability to coordinate multiple tasks simultaneously and leverage internal resources.
Excellent attention to detail.
Strong client focus and ability to partner with various internal groups.
Independence and self-motivation with an ability to adapt and be flexible in a team environment.
Ability to navigate client relationships and product usage.
Strong verbal and written communication skills.
Strong analytical and problem-solving skills.
Minimum Qualifications/Experience:
3 years of financial services industry service experience, or an equivalent amount of experience, education, or training required.
Formal Education & Certification:
SIE / Series 7 and 66 preferred.
Work Status:
Full-Time.
Supervisory Responsibility:
None.
Travel:
0% - Negligible amount of travel expected.
Working Conditions:
Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
What Woodforest National Bank employees say
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About Woodforest National Bank
Sourced by ZipRecruiter
Woodforest National Bank, based in The Woodlands, Texas, USA, is a full-service community bank that operates in the banking and financial services industry. Founded in 1980, it has evolved from a single bank in Houston, Texas, to a nationally recognized and reputed bank with branches in 17 states across the U.S. The bank provides a variety of financial services like personal banking, wealth management, insurance services, treasury management, and corporate and commercial banking. Woodforest is committed to "Earn your trust every day, in all we do" that shapes their numerous strategies and decisions.
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
The Woodlands, TX, US
Year founded
1980