Client Service Associate

4 weeks ago

Dallas, United States Proven Recruiting Full time

Direct message the job poster from Proven Recruiting Finance and Accounting Recruiter at Proven Recruiting Client Services Associate - HYBRID Rare opportunity: join one of Dallass fastest-growing companies Youll have the opportunity to make a significant impact and will report directly to the C-Suite. This Wealth Management company is looking to add to their Client Service Associate team. Due to growth, you will have a phenomenal opportunity with one of the most reputable firms in the market. With a dynamic team in fast-paced environment, you will never be stagnant or bored. Apply today for an opportunity that will change your career trajectory What youll do: Collaborate with Client Service Associates to support ultra-high-net-worth clients and ensure accurate data/documentation. Coordinate with custodians and internal Operations teams to efficiently process client requests. Prepare necessary documents for portfolio rebalancing and handle money transfers. Oversee the opening/closing of accounts and manage cash/security transactions. Assist in creating presentations and proposals and ensure billing accuracy through analysis and review. What you will need: Bachelors degree Finance or Business preferred 5-7 years experience within the financial services industry Ability to work within a fast paced, collaborative team environment Organizational skills and high attention to detail. Why work here: Reputable real estate firm to build your career Opportunities of growth and upward mobility Beautiful office and work environment. What to do now? Please send your resume to Antonia Carafi at acarafi@provenrecruiting.com we'd love to hear from you We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Do not hesitate to apply now What does this position pay? Compensation is determined by several factors which may include skillset, experience level, and geographic location. The expected range for this role is $75,000 to $90,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience. Seniority level Associate Employment type Full-time Job function Other Industries Staffing and Recruiting #J-18808-Ljbffr

  • Client Service Associate

    2 weeks ago

    Dallas, TX, United States Elevare Branding Full time

    Job Description Job Description We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This role is ideal for someone who excels at building professional relationships, resolving client inquiries, and maintaining a high standard of service. As a Client Service Associate, you will be the frontline representative of...

  • Client Service Associate

    2 weeks ago

    Dallas, United States Versant Capital Management, Inc. Full time

    Are you a detail-oriented professional who thrives in a fast-paced environment, enjoys supporting others, and takes pride in delivering an outstanding client experience? Were looking for a Client Service Associate (CSA) to join our Dallas office and play a key role in serving our high-net-worth and multi-generational family clients. This role is ideal for...

  • Client Services Associate

    2 weeks ago

    Dallas, United States PrideStaff Full time

    Pridestaff has partnered with our client in downtown Dallas who is looking to add a dynamic Client Services Associate to their growing team. Location: Downtown Dallas, TXTotal Compensation: $60K Base + Uncapped Bonus (Average annual earning within the first year is $75,000-$100,000 OTE) As a Client Services Asso...

  • Client Services Associate

    6 hours ago

    Dallas, United States CornerStone Staffing Full time

    Client Services Associate Location: Dallas, TX | Onsite COMPENSATION & SCHEDULE • Base: $60,000 • Bonus: Up to $10,000 (uncapped potential) • Full-Time | W2 | Start Dates: January 2026 ROLE IMPACT Launch your career at the intersection of global finance and strategic intelligence. As a Client Services Associate, you'll connect top-tier investors with...

  • Associate, Client Services

    2 weeks ago

    Dallas, Texas, United States Third Bridge Full time

    Company DescriptionStart Dates: January, February, March, May, June July, September, October, November 2026Want to accelerate your career in a high-energy, commercial role? If you're competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at Third Bridge could be your next big move.About Third...

  • Client Service Associate

    2 days ago

    Dallas, United States Elevare Branding Full time

    Job DescriptionWe are seeking a confident, detail-oriented Client Service Associate to join our expanding team in Dallas, TX. In this role, you will serve as a key point of contact for clients, ensuring smooth communication, consistent follow-up, and high-quality support. You will help maintain client satisfaction by coordinating projects, preparing updates,...

  • Client Service Associate

    3 weeks ago

    Dallas, United States BOK Financial Full time

    Client Service Associate Areas of Interest: Administrative; Private Banking; Relationship Management Pay Transparency Salary Range: Not Available Application Deadline: 11/29/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

  • Associate, Client Services

    2 weeks ago

    Dallas, TX, United States Third Bridge Full time

    Company DescriptionStart Dates: January, March, May, June, July, September, October, November 2026 Want to accelerate your career in a high-energy, commercial role? If you're competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at Third Bridge could be your next big move. About Third Bridge We...

  • Associate, Client Services

    1 day ago

    Dallas, TX, United States Third Bridge Full time

    Company DescriptionStart Dates: January, March, May, June, July, September, October, November 2026 Want to accelerate your career in a high-energy, commercial role? If you're competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at Third Bridge could be your next big move. About Third Bridge We...

  • Client Service Associate

    3 weeks ago

    Dallas, United States M Financial Group Full time

    M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. Ms solutions are rooted in the diverse expertise of our team, our...