Current jobs related to Client Services Associate - Dallas - Delta Dallas

  • Client Services Associate

    4 weeks ago

    Dallas, United States EQ Wealth Advisors Full time

    Company Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...

  • Client Services Associate

    1 month ago

    Dallas, Texas, United States HFS Wealth Management Full time

    {"h1": "Client Services Associate", "p": "At HFS Wealth Management, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service and support to our clients. Your primary responsibilities will include addressing external and internal...

  • Client Services Associate

    4 weeks ago

    Dallas, Texas, United States HFS Wealth Management Full time

    {"Job Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Key responsibilities include executing service requests, maintaining portfolio data, managing client data in CRM, preparing custodian...

  • Client Services Associate

    1 month ago

    Dallas, United States EQ Wealth Advisors Full time

    Company Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...

  • Client Services Associate

    1 month ago

    Dallas, United States EQ Wealth Advisors Full time

    Company Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...

  • Client Service Associate

    1 month ago

    Dallas, United States Stifel Financial Full time

    Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, w Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail

  • Client Services Associate

    3 weeks ago

    Dallas, United States EQ Wealth Advisors Full time

    Company Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...

  • Client Services Associate

    2 weeks ago

    Dallas, United States EQ Wealth Advisors Full time

    Company Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...

  • Client Services Associate

    1 month ago

    Dallas, United States HFS Wealth Management Full time

    Job Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team...

  • Client Services Associate

    1 month ago

    Dallas, United States HFS Wealth Management Full time

    Job SummaryThis is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team...

  • Client Service Associate

    4 weeks ago

    Dallas, Texas, United States Stifel Financial Full time

    Job SummaryAs a Client Service Associate at Stifel Financial, you will play a vital role in supporting our Financial Advisors with client account management and administrative tasks. This is an excellent opportunity to develop your skills and contribute to the success of our team.Key ResponsibilitiesAssist Financial Advisors with client account opening and...

  • Client Service Associate

    3 weeks ago

    Dallas, Texas, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the opening and maintenance of client accounts and records.Key ResponsibilitiesPerform clerical functions related to opening...

  • Client Service Associate

    2 weeks ago

    Dallas, Texas, United States Amegy Bank Full time

    Client Service Associate Job DescriptionAt Amegy Bank, we're committed to delivering exceptional service to our customers. As a Client Service Associate, you'll be the face of our bank, providing personalized support and assistance to our clients.Key Responsibilities:Provide full-service banking by accurately processing financial transactions and maintaining...

  • Client Service Associate

    4 weeks ago

    Dallas, United States Stifel Financial Full time

    Summary Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...

  • Client Service Associate

    2 weeks ago

    Dallas, United States Stifel Financial Full time

    Description Summary Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for...

  • Client Service Associate

    4 weeks ago

    Dallas, Texas, United States BankTalent HQ Full time

    Client Service AssociateAt BankTalent HQ, we're committed to delivering exceptional customer experiences. As a Client Service Associate, you'll play a vital role in providing top-notch service to our clients and customers at our banking center in Dallas, TX.Key Responsibilities:Process financial transactions accurately and efficiently, maintaining a high...

  • Client Service Associate

    1 month ago

    Dallas, Texas, United States Amegy Bank Full time

    Client Service AssociateAmegy Bank is seeking a dynamic and customer-focused individual to join our team as a Client Service Associate to service our clients and customers at our Love Field Banking Center in Dallas, TX.Key Responsibilities:Provide full-service banking by accurately processing all financial transactions in a timely manner within established...

  • Client Service Associate

    1 month ago

    Dallas, Texas, United States Stifel Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and administrative support to our clients and financial advisors.Key ResponsibilitiesAssist financial advisors with opening and...

  • Client Service Associate

    1 month ago

    Dallas, Texas, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our client services team, you will provide exceptional support to our Financial Advisors, ensuring seamless account opening and maintenance processes.Key ResponsibilitiesAssist Financial Advisors with client...

  • Client Services Associate

    2 weeks ago

    Dallas, Texas, United States HFS Wealth Management Full time

    Job SummaryWe are seeking a highly skilled Client Services Associate to join our team at HFS Wealth Management. This is a full-time on-site role in our Dallas, TX office, where you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Execute service requests with precision and attention to...

Client Services Associate

3 months ago

Dallas, United States Delta Dallas Full time

Client Services Associate

Delta Dallas is partnering with a Financial Wealth Management Advisory firm in its search for Client Services Associate. This role is responsible for the back-end operational support and include money movement, onboarding new clients, preparing daily reports and assisting advisors as needed.

Responsibilities include:

  • Serve as primary liaison between the financial advisors of the firm, custodians, clients, and clients professional team, building trusted relationships
  • Support advisors, other team members and clients
  • Handle incoming advisor and client phone calls by resolving and troubleshooting service issues
  • Prepare, send out and execute new client onboarding paperwork
  • Prepare money movement paperwork and some custodian forms
  • Facilitate money movements using custodian websites
  • Run daily reports
  • Other administrative/operational duties as assigned

Requirements:

  • Bachelor's degree highly preferred
  • Three to five years experience in the financial services industry specifically supporting wealth management or investment teams
  • Strong client service skills
  • Excellent attention to detail and organizational skills
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to work well in a structure and collaborative team environment.