Client Service Associate
2 months ago
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 seeking a talented Client Service Associate to join their growing Dallas office.The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors to ensure clients receive high touch service and their financial transactions/money movements are processed in a timely/accurate manner. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.Client Service Associate Rewards:Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun and exciting place to work.Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.Competitive compensation package.Client Service Associate Requirements:Bachelor's Degree is preferred.Minimum of 3 years of Financial Services experience - Wealth Management is highly preferred.Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.Ideally, this person has a vested interest in technology, investment management and in providing client solutions within a fast-paced/deadline-oriented team. Client Service Associate Responsibilities:As a Client Service Associate, you will be responsible for supporting the firm's Advisors and Clients directly. You will also partner with the Operations team members to manage the needs of the Advisor's client base and have an opportunity to be actively involved in projects as the firm continues to grow. Partner with Wealth Advisors to service the firm's UHNW Clients.Interact with the Firm's centralized Operations teams.Partner with the Firm's custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements).Prepare new account paperwork, contracts, and subscription agreements.Manage the opening and closing of accounts - this includes SMA's and brokerage.Handle KYC profile and searches.Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, journals.Assist with presentations and proposals using PowerPoint and Excel.Prepare performance reports.Continually monitor and update Client database and portfolio/account management applications, this includes Salesforce, Addepar, Black Diamond.
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Client Services Associate
2 months ago
Dallas, United States Boutique Recruiting Full timeA well-established wealth management firm in Dallas, TX is in search of a Client Services Associate to support their financial advisory team! This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational support to three wealth advisors and delivering exceptional client service. You need...
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Client Relations Associate
1 week ago
Dallas, Texas, United States Service King Full timePosition OverviewAs a vital member of our Customer Care Center, the Customer Experience Associate plays a crucial role in delivering exceptional service to our clients. This position is designed for individuals who are passionate about assisting customers and providing them with the best possible experience.About UsService King Collision Repair Centers is a...
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Client Services Associate
3 weeks ago
Dallas, United States Delta Dallas Full timeClient 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...
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Client Services Associate
4 weeks ago
Dallas, United States Delta Dallas Full timeClient 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...
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Client Services Associate
4 weeks ago
Dallas, United States Delta Dallas Full timeClient 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...
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Client Services Associate
4 weeks ago
Dallas, United States Delta Dallas Full timeClient 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...
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Client Service Associate
3 months ago
Dallas, United States International Search Consultants Full timeJob 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,...
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Client Service Associate
1 month ago
Dallas, United States JPMorganChase Full timeJob 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...
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Client Services Associate
2 weeks ago
Dallas, Texas, United States CapLeo Global Full timeJob 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...
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Client Service Associate
2 weeks ago
Dallas, Texas, United States Financial Staffing Resources, Ltd. Full timePosition 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...
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Client Service Associate
2 months ago
Dallas, United States Amegy Bank Full timeRetail 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...
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Client Associate
2 months ago
Dallas, United States Neuberger Berman Group LLC Full timeSummary: 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...
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Client Services Associate
2 weeks ago
Dallas, Texas, United States PrideStaff Full timePosition 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...
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Associate in Private Client Services
2 weeks ago
Dallas, Texas, United States CBRE Full timeLP - 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...
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Client Services Associate
7 hours ago
Dallas, Texas, United States Boutique Recruiting Full timeAbout 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...
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Client Associate
3 months ago
Dallas, United States Rockefeller Financial Full timeAbout 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...
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Client Service Associate
10 hours ago
Dallas, Texas, United States Amegy Bank Full timeAbout 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...
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Client Service Associate
3 days ago
Dallas, Texas, United States BankTalent HQ Full timeAbout 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...
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Client Services Associate
2 months ago
Dallas, United States Stonepath Full timeTitle: 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...
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Client Services Associate
2 months ago
Dallas, United States Stonepath Full timeTitle: 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...