Client Services Associate
3 weeks ago
Join TBK BankAt TBK Bank, a member of the Triumph Financial portfolio of brands, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.Position Summary: The Commercial Account CSA provides comprehensive customer service to our bank customers. They will work directly with our Treasury Management and Lending teams as well as the bank's subsidiaries to assist in opening accounts for their customers. Delivering quality service with a consistent and enthusiastic approach is vital.ESSENTIAL DUTIES & RESPONSIBILITIESDelivers excellent service to customers conducting business in person, through the mail, and by telephone.Ensures that customer's financial needs are met and/or exceeded.Opens new accounts in accordance with the bank's policy and procedure. Ensuring accuracy and completeness of all required documentation.Assists customers with account and file maintenance request, ensuring accuracy and completeness of all required documentation.Performs customer and bank transactions efficiently & accurately.Protects the privacy and confidentiality of customers and the bank in accordance with Gramm-Leach-Bliley Act (GLBA).Follows bank Customer Identification Program (CIP) procedures in order to properly identify customers.Handles incoming calls and emails.Provides effective and timely resolution to customer issues.Notifies VP, Deposit Operations of escalated customer issues.Assists with managing business/commercial customer relationships.Assists with growing business/commercial customer deposit portfolio.Distributes required account disclosures.Accurately answers customer's questions regarding banking services.Identifies and reports possible fraud activities and Bank Secrecy Act (BSA) concerns.Completes ongoing training required by the bank's policies and regulations.Complies with the bank's regulations, laws and policies.Periodically travels to other bank locations or customer sites.Executes any other tasks and duties that may be assigned.Performs other duties as assigned.EXPERIENCE & EDUCATIONHigh school diploma required; some college preferred.1 - 3+ years of banking experience, such as cash handling and new account opening.1 - 2+ years deposit account opening experience such as customer identification requirements, IRA knowledge base, online banking, Customer Identification Program requirements, consumer protection laws, bank security policies and procedures, etc.1 - 3+ years of business/commercial account opening experience.Experience in business/commercial sales prospecting preferred.SKILLS & ABILITIES REQUIREDThe successful candidate will be professional, energetic, outgoing, self-motivated, eager to learn new tasks, detail-oriented, able to provide the highest level of customer service, able to use sound judgement in decision making, and possess a strong work ethic.Strong skills in Microsoft Word, Excel, and Outlook.Excellent communications skills required, both oral and written.We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.Go on. Do it. Apply Today
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Client Service Associate
4 weeks ago
Dallas, United States Texas Capital Bancshares, Inc. Full timeTexas 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...
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Client Service Associate
2 days ago
Dallas, United States Smart Business Concepts, LLC Full timeOur 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...
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Client Service Associate
4 days ago
Dallas, United States Smart Business Concepts, LLC Full timeOur 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 touchpoints Client records maintenance and retention Financial data entry...
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Client Service Associate
4 weeks ago
Dallas, United States Smart Business Concepts Full timeOur 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...
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Client Service Associate
4 weeks ago
Dallas, United States Tolleson Wealth Management Full timeJob 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,...
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Client Service Associate
1 day ago
Dallas, United States Hilltop Holdings Full timeJob Description 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...
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Client Service Associate
3 weeks ago
Dallas, United States Hilltop Holdings Full timeHilltopSecurities 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...
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Operations Associate
1 week ago
Dallas, United States Parallel Advisors Full timeJob DescriptionJob DescriptionJob Summary:The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the...
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Client Service Associate
3 weeks ago
Dallas, United States Hilltop Holdings Full timeJob 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...
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Senior Wealth Client Service Associate
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Dallas, United States The Judson Group Full timeReference Number: MHH7446 Location: Dallas, Texas Judson Group has been retained by a leading holistic independent financial advisory firm in the search for a Senior Wealth Client Service Associate . The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have...
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Operations Associate
2 weeks ago
Dallas, United States Parallel Advisors Full timeJob DescriptionJob DescriptionJob Description: The Operations Associate - Client Service (Alternatives) will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will be dedicated to quality control via a variety of performance and project management responsibilities...
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Client Services Associate
4 days ago
Dallas, United States DCAC Full timeJob DetailsJob LocationDallas Children's Advocacy Center - Dallas, TXPosition TypeFull TimeEducation LevelHigh SchoolTravel PercentageNegligibleJob ShiftDayJob CategoryAdmin - ClericalDescriptionThe Dallas Children's Advocacy Center is seeking an experienced administrative support professional to support the administrative needs of the therapy department....
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Client Service Associate
5 days ago
Dallas, United States Third Bridge Full timeCompany Description About Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights...
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Client Service Associate
4 days ago
Dallas, United States Brighton Jones LLC Full timeAre you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest,...
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Financial Advisor/Client Services Associate
2 weeks ago
Dallas, United States Transamerica Financial Services Full timeJob DescriptionJob DescriptionJob descriptionPosition Overview:We are looking for individuals who are self-starters and aspire to build a successful career in the finance industry. This fully remote, commission-based opportunity is perfect for entrepreneurial-minded candidates with no prior experience. We provide in-depth training and mentorship to help you...
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Client Service Associate
4 days ago
Dallas, United States Brighton Jones Full timeAre you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest,...
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Client Service Associate
4 days ago
Dallas, United States Third Bridge Full timeCompany DescriptionAbout Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights...
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Client Relations Associate
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Dallas, United States Elite Generations Full timeAt Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a 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...
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Client Services Associate
5 days ago
Dallas, United States DCAC Full timeJob DetailsJob Location Dallas Children's Advocacy Center - Dallas, TX Position Type Full Time Education Level High School Travel Percentage Negligible Job Shift Day Job Category Admin - Clerical Description The Dallas Children's Advocacy Center is seeking an experienced administrative support professional to support the administrative needs of the therapy...
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Senior Tax Associate
5 days ago
Dallas, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...
