Client Services Associate

Client Service AssociateBoutique Wealth Management FirmDallas, TXOverviewBoutique RIA in Dallas, TX serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Paraplanning.The Firm provides sophisticated financial advisory and investment management services to...

Req ID: 75874 Location: Dallas -DAL Areas of Interest: Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 02/28/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BO Client Service, Associate, Wealth Advisor, Officer, Service, Financial Planning, Retail

Purpose and Job Summary The primary focus of the position is to provide outstanding service to internal and external clients and to aid in the management and administration of our complex loan servicing portfolio through the superior execution of several core functions, interacting with Asset Management, Originations, Closing Coordinators, Investor Reporting...

Job DescriptionJob DescriptionWe are seeking a professional and customer-focused Front Office Administrative Assistant to join a dynamic team supporting a Financial Advisor at a Fortune 500 client. This onsite role is located in Dallas, TX, and is ideal for someone with prior Client Associate (CA) experience or strong front-office administrative skills,...

We are seeking a highly skilled Sales and Client Services Associate to join our team at ST JOHN KNITS INC.About the RoleThis is an exciting opportunity for a results-driven individual to provide exceptional client service and support to our sales team. As a Sales and Client Services Associate, you will play a crucial role in delivering a world-class customer...

Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role provides operational and sales support to multiple Financial Consultants (FC's) within their individual businesses, as well as supports office initiatives. The SSA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth, or Institutional capacity....

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...

Job Description and ResponsibilitiesAs a Client Development Associate at Yasmine Luevano - State Farm Agent, you will be responsible for identifying and pursuing new business opportunities, building and maintaining strong relationships with existing clients, and staying up-to-date on industry trends and developments.You will also be required to provide...

WHO WE ARE Westwood Management Corporation is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions.Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients.Westwood has two distinct investment...

This is an in office position - Dallas, TX. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective l Client Service, Brokerage, Financial Advisor, Associate, Registered, Broker, Retail

About the RoleWe are looking for a skilled and friendly Client Relations Associate to join our growing team at Goodson Acura. This role involves ensuring all customer comfort items are fresh & available for clients at all times, fielding phone calls, and scheduling appointments.

Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is...

Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is...

Are you a seasoned professional seeking a challenging role in investment advisory services? International Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill a position for an Investment Advisory Associate.This is a fantastic opportunity to join a leading firm that specializes in providing customized investment management and...

About Us Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’ largest network of experts, Freeman’s insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 97-year legacy in event management as well as new...

Job Description:The Client Service Director is responsible for overseeing the intake process, ensuring potential clients are guided professionally and empathetically. This role requires strong leadership skills to manage and mentor the Intake Department to ensure high performance and adherence to protocols.Key Responsibilities:Process Improvement: Analyze...

Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is...

Job SummaryWe are seeking a highly skilled Client Service Liaison to join our team at Gig. As a key member of our customer service department, you will be responsible for delivering exceptional customer experiences and driving business growth through effective communication and relationship-building.About UsGig is an award-winning firm that has built its...

Sprout is a growing Green company, we're a team on a mission to make a real difference in the world by upcycling leading technology, recycling unusable electronics and helping our customers achieve their sustainability goals. We believe in One Sprout, where teamwork and mutual support are paramount, driving us to win and lose together. Our commitment to...

About the PositionKelly Government Solutions is seeking a motivated and organized Administrative Support Associate to join our dynamic team in Dallas. As a key member of our Passport team, you will play a crucial role in supporting our operations and ensuring the smooth delivery of services to our clients.In this role, you will be responsible for performing...