Client Support Associate

2 weeks ago

Dallas, United States Eberstein Witherite LLP Full time

Witherite Law Group is a personal injury law firm specializing in motor vehicle accidents. Our vision is to improve the life of each person we serve. Whether it is for our employees, our clients, or our community, WLG puts people first, provides unmatched expertise, and displays integrity in every situation.

Our attorneys and staff are committed to helping injured clients get the care and service they deserve. We take care of the complex legal work so that our clients can focus on recovery and getting their lives back. We are determined to help our clients get the settlement they deserve, and we will be by our client's side every step of the way.

This firm is a Top 100 Places to Work recipient and a National Top Workplace honoree. We are proud of these achievements and honored to be among this prestigious list of companies. Our culture is special. But you can't just take our word for it...apply today and join the WLG family.

Key Responsibilities

* Weekend work required
* Process and respond to a high volume of potential client calls, inquiries and requests
* Scheduling appointments with Potential New Clients and Intake Investigators
* Timely and accurately transfer new case info/details to our system (FileVine) daily
* Coordinating all required client documentation and letters pertaining to the case sign up
* Adhere to all Firm policies and procedures related to Client Engagement Agreement
* Maintain confidentiality of all client information, protected health care information, and business operations and practices.

Desired Skills & Experience

* Excellent organizational skills with outstanding attention to detail
* Strong knowledge of MS Office, Outlook, Adobe and the ability to quickly learn case management software - FileVine.
* Professional appearance and behavior

Job Requirements

* Must have a minimum of 2 years previous related experience

Education Requirements

* High school diploma or GED equivalent

Working Conditions

Office environment with normal business hours necessary to satisfactorily perform job functions. Some overtime may be required in order to timely accomplish work demands.

Disclaimer:

Please note that this job description is subject to change with or without prior notice, and that a reasonable accommodation may be requested to perform the essential functions of the job.

Witherite Law Group is an Equal Opportunity Employer. We are committed to a work environment that supports, inspires, and respects all individuals regardless of race, age, gender, color, sexual orientation, gender identity, marital status, disability, national origin, ethnic origin, military service status, or any protected class.

  • Client Support Associate

    3 days ago

    Dallas, United States Witherite Law Group Full time

    Job Details KDC - Dallas - Dallas, TX Full Time Description Witherite Law Group is a personal injury law firm specializing in motor vehicle accidents. Our vision is to improve the life of each person we serve. Whether it is for our employees, our clients, or our community, WLG puts people first, provides unmatched expertise, and displays integrity in every...

  • Client Service Associate

    2 weeks ago

    Dallas, United States Texas Capital Bank Full time

    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...

  • Client Service Associate

    2 weeks ago

    Dallas, United States Texas Capital Bancshares, Inc. Full time

    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...

  • Client Service Associate

    2 weeks ago

    Dallas, United States Smart Business Concepts Full time

    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...

  • Client Experience Associate

    2 weeks ago

    Dallas, United States Farther Full time

    Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...

  • Client Experience Associate

    4 days ago

    Dallas, United States Farther LLC Full time

    Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...

  • Client Experience Associate

    3 weeks ago

    Dallas, United States Farther Full time

    Job DescriptionJob DescriptionCompany DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management,...

  • Registered Client Service Associate

    2 weeks ago

    Dallas, United States Hilltop Securities Inc Full time

    Hilltop Securities is looking to hire a Registered Client Service Associate in our Park Cities, Dallas office. At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking...

  • Registered Client Service Associate

    1 day ago

    Dallas, United States Hilltop Securities Inc. Full time

    Hilltop Securities is looking to hire a Registered Client Service Associate in our Park Cities, Dallas office. At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking...

  • Registered Client Service Associate

    4 weeks ago

    Dallas, United States Hilltop Securities Inc. Full time

    Hilltop Securities is looking to hire a Registered Client Service Associate in our Park Cities, Dallas office. At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking...

  • Client Service Associate

    5 days ago

    Dallas, United States Hilltop Holdings Full time

    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 subsidiary of...

  • Entry Level Client Relations Associate

    5 days ago

    Dallas, United States Olympus Executives Full time

    At Olympus Executives, our dedicated team is deeply committed to making a positive impact on our community. We're looking for an Entry Level 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...

  • Senior Registered Client Associate

    6 days ago

    Dallas, United States Ascendo Resources Full time

    We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following: Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank...

  • Entry Level Client Relations Associate

    1 week ago

    Dallas, United States Olympus Executives Full time

    Job DescriptionJob DescriptionAt Olympus Executives, our dedicated team is deeply committed to making a positive impact on our community. We're looking for an Entry Level 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...

  • Entry Level Client Relations Associate

    2 days ago

    Dallas, United States Olympus Executives Full time

    Job DescriptionJob DescriptionAt Olympus Executives, our dedicated team is deeply committed to making a positive impact on our community. We're looking for an Entry Level 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...

  • Client Relations Associate

    7 days ago

    Dallas, United States Aveanna Healthcare Full time

    Requisition #:195676 Location:Dallas, TX 75201 Category:Client Services Salary:$19.23 - $21.63 per hour Position Details Position Overview The Client Relations Associate is responsible for educating clients on produces and services provided by the organization. This position will also help coordinate and execute delivery of care with local teams, as...

  • Senior Registered Client Associate

    2 weeks ago

    Dallas, United States Ascendo Resources Full time

    We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following: Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank...

  • Senior Registered Client Associate

    2 weeks ago

    Dallas, United States Ascendo Resources Full time

    We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following:Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank...

  • Client Service Associate

    4 days ago

    Dallas, United States Hilltop Holdings Full time

    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...

  • Client Service Associate

    2 weeks ago

    Dallas, United States Tolleson Wealth Management Full time

    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,...