Client Service Associate

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our...

Our Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience.Job Description and Duties:Provide an excellent client experience for clients through various touchpointsClient records maintenance and retentionFinancial data entryAttend...

Our Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience.Job Description and Duties:Provide an excellent client experience for clients through various touchpoints Client records maintenance and retention Financial data entry...

Our Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience.Job Description and Duties:Provide an excellent client experience for clients through various touchpointsClient records maintenance and retentionFinancial data entryAttend...

Job DescriptionJob DescriptionOverview: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests,...

Job Description HilltopSecurities is currently looking to hire a Registered Client Service Associate to work at our Park Cities, Dallas location. This role will provide support for several financial advisors and assist in servicing a large client base that is continually growing. HilltopSecurities Inc., a member of the FINRA and SIPC, is a wholly owned...

Job DescriptionJob DescriptionJob Summary:The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the...

Job DescriptionHilltopSecurities is currently looking to hire a Registered Client Service Associate to work at our Park Cities, Dallas location. This role will provide support for several financial advisors and assist in servicing a large client base that is continually growing. HilltopSecurities Inc., a member of the FINRA and SIPC, is a wholly owned...

Reference Number: MHH7446 Location: Dallas, Texas Judson Group has been retained by a leading holistic independent financial advisory firm in the search for a Senior Wealth Client Service Associate . The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have...

Job DescriptionJob DescriptionJob Description: The Operations Associate - Client Service (Alternatives) will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will be dedicated to quality control via a variety of performance and project management responsibilities...

Job DetailsJob LocationDallas Children's Advocacy Center - Dallas, TXPosition TypeFull TimeEducation LevelHigh SchoolTravel PercentageNegligibleJob ShiftDayJob CategoryAdmin - ClericalDescriptionThe Dallas Children's Advocacy Center is seeking an experienced administrative support professional to support the administrative needs of the therapy department....

Company Description About Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights...

Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest,...

Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest,...

At Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a proactive approach to support...

Company DescriptionAbout Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights...

Job DetailsJob Location Dallas Children's Advocacy Center - Dallas, TX Position Type Full Time Education Level High School Travel Percentage Negligible Job Shift Day Job Category Admin - Clerical Description The Dallas Children's Advocacy Center is seeking an experienced administrative support professional to support the administrative needs of the therapy...

Job DescriptionJob DescriptionAt Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a...

The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...

Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...