Client Services Associate

Client Services AssociateDelta 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...

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...

Client Services AssociateDelta 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...

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...

Client Service AssociateDallas, TXISC's team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They're...

Client Service AssociateDallas, TX ISC's team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They're...

Job DescriptionJob DescriptionClient Service AssociateDallas, TXISCs team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families, trusts, foundations,...

Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in...

Job Title: Receptionist Company: CapLeo Global Position Overview: As a Receptionist at CapLeo Global, you will be the first point of contact for our clients and visitors, providing a welcoming and professional atmosphere. Key Responsibilities: Welcome clients and guests with a friendly and helpful demeanor. Assist visitors in navigating the office...

Position Overview:Financial Staffing Resources, Ltd. is in search of a Client Service Associate to join our dynamic team. The successful candidate will deliver exceptional, precise, and prompt service to our clientele.Primary Duties:1. Facilitate client transactions with accuracy.2. Manage the opening and closing of new accounts.3. Assist in the processing...

Retail Banking Teller Amegy Bank    064893 Requisition # At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied...

Summary: The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of the team's high net worth book of business. This position will provide the individual with...

Position Overview:Our client is seeking a dedicated Member Services Representative to join their team. This role is focused on delivering exceptional customer support and is an excellent opportunity for individuals looking to advance their careers in a dynamic environment.Employment Type: Temp to Hire, 100% onsite.Growth Opportunities:This position offers...

LP - Associate, Private Client ProgramAbout the PositionJoin CBRE's esteemed Private Client Program, a premier opportunity within the commercial real estate sector. This program offers access to a vast network of over 500 dedicated sales professionals across more than 50 markets nationwide, providing a rich reservoir of knowledge and expertise.Who We Are...

About the RoleA well-established boutique wealth management firm is seeking a highly skilled Client Services Associate to support their financial advisory team. This critical position plays a vital role in enhancing the client experience by providing administrative and operational support to three wealth advisors and delivering exceptional client service.Key...

About Rockefeller Capital Management: Rockefeller 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...

About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Client Service Associate at our Love Field Banking Center in Dallas, TX.Key ResponsibilitiesProvide exceptional customer service by accurately processing financial transactions and maintaining a high level of customer satisfaction.Utilize knowledge of...

About BankTalent HQAt BankTalent HQ, we're dedicated to delivering exceptional customer experiences and fostering a culture of inclusivity and diversity. Our team of caring professionals is passionate about supporting the growth of businesses, families, and communities.Job SummaryWe're seeking a highly skilled Client Service Associate to join our team at...

Job OverviewCompany: Barri Financial Services - DNUBarri Financial Services - DNU is a prominent entity formed through the collaboration of two industry leaders, Barri Financial Group and DolEx Financial Services. With a widespread presence across the United States, we strive to be the top choice for clients seeking comprehensive financial solutions in a...

Title: Client Services Associate (Banking Industry)Type: Full-time / Onsite Location: Dallas, TX (near Uptown)Compensation: 50k - 65k + Fully Paid Comprehensive BenefitsRequirements: 3+ Years of Customer Service or Secretary/Executive Assistant experience, Exceptional Communication Skills, Detail Oriented, Ability to work independently and Banking or...