Client Services Associate

Client Service Associate Boutique Wealth Management Firm Dallas, TX Overview Boutique RIA in Dallas, TX serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Paraplanning. The Firm provides sophisticated financial advisory and investment management...

Req ID: 75874 Location: Dallas -DAL Areas of Interest: Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 02/28/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BO Client Service, Associate, Wealth Advisor, Officer, Service, Financial Planning, Retail

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Service, Processing, Branch Manager, Retail

Position Summary: The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of clients of Quotient Wealth Partners. When needed, the CSA will also support other aspects of the business, which may include administrative...

Purpose and Job Summary The primary focus of the position is to provide outstanding service to internal and external clients and to aid in the management and administration of our complex loan servicing portfolio through the superior execution of several core functions, interacting with Asset Management, Originations, Closing Coordinators, Investor Reporting...

Req ID: 75874Location: Dallas -DALAreas of Interest: Wealth Management OperationsPay Transparency Salary Range: Not AvailableApplication Deadline: 02/28/2025BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...

Strive is a leader in the shareholder-first movement in the United States, establishing one of the country’s fastest-growing asset management firms with over $1.9 billion in assets under management since its founding in 2022. Driven by core American values—Excellence, Meritocracy, Innovation, and Capitalism—Strive’s approach resonates strongly with...

Job DescriptionJob DescriptionWe are seeking a professional and customer-focused Front Office Administrative Assistant to join a dynamic team supporting a Financial Advisor at a Fortune 500 client. This onsite role is located in Dallas, TX, and is ideal for someone with prior Client Associate (CA) experience or strong front-office administrative skills,...

MORE ABOUT THIS SKILLSET Teams work together to provide an exceptional client experience in order to help our clients achieve their financial goals. Our client/customer service and onboarding support professionals across the firm demonstrate an unwav Client Service, Associate, Support, Onboarding, Operations, Payment Processing, Banking, Business Services

About Rockefeller Capital ManagementRockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

About Third Bridge">We provide expert research services to leading private equity funds, consulting firms, credit, and public equity funds globally. Our mission is to help clients make informed investment decisions with timely insights from industry experts.">With a global presence across nine offices and over 1,300 employees, we deliver around-the-clock...

WHO WE ARE Westwood Management Corporation is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions.Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients.Westwood has two distinct investment...

Job Description and ResponsibilitiesAs a Client Development Associate at Yasmine Luevano - State Farm Agent, you will be responsible for identifying and pursuing new business opportunities, building and maintaining strong relationships with existing clients, and staying up-to-date on industry trends and developments.You will also be required to provide...

Infosys is seeking an Associate Practice Engagement Manager for its Engineering Services Practice. The Associate Practice Engagement Manager (APEM) is responsible for all client interfaces within the assigned account scope. The APEM works together with their manager (PEM/Senior PEM) to build an account plan and is responsible for client management based on...

Job Title: Director of Client ServicesAbout UsAdvoPath Health LLC is a dynamic and growing company dedicated to providing innovative patient advocacy solutions. We are seeking a highly motivated and experienced Director of Client Services to join our team.Estimated Salary: $70,000 - $90,000 per yearThis role requires strong leadership skills and the ability...

About the RoleWe are looking for a highly skilled Investment Advisory Associate to join our team at International Search Consultants.As an Investment Advisory Associate, you will be responsible for partnering with Ultra-High Net Worth (UHNW) clients and working closely with the Client Advisory and Portfolio & Investment teams.The responsibilities of this...

Job Overview: As a Client Experience Associate at Farther, you will be the key relationship manager for advisors and clients, supporting daily tasks, executing operational follow-up action items, and acting as a liaison with custodians. This role offers a unique opportunity to have a huge impact on the company and the entire wealth industry.Key...

Transaction Banking Operations - Client Services - Associate - DallasLocation: Dallas, Texas, United StatesOpportunity OverviewCorporate Title: AssociateOffice Location(s): DallasJob Function: Client Services - OperationsDivision: Platform SolutionsTRANSACTION BANKING OPERATIONSTransaction Banking Operations is part of Transaction Banking within the Platform...

About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management,...

About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management,...