UHNW Client Support Specialist

6 days ago


Dallas, Texas, United States International Search Consultants Full time
About the Position

We are seeking an experienced professional to join our team as a Family Office Director. This key contributor will serve as a liaison between clients, internal teams, and external partners. Responsibilities include creating annual budgets, reviewing new trusts, and maintaining estate planning documents.

The ideal candidate will have a Bachelor's degree in Accounting or Finance, 10+ years of experience supporting UHNW clients, and expertise in Trusts/Estates, Tax preparation, and Property management. A CTFA or CPA certification is preferred.



  • Dallas, Texas, United States International Search Consultants Full time

    About the RoleWe are looking for a highly skilled Investment Advisory Associate to join our team at International Search Consultants.As an Investment Advisory Associate, you will be responsible for partnering with Ultra-High Net Worth (UHNW) clients and working closely with the Client Advisory and Portfolio & Investment teams.The responsibilities of this...


  • Dallas, Texas, United States International Search Consultants Full time

    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...


  • Dallas, Texas, United States International Search Consultants Full time

    Global Investment FirmEstimated Salary: $150,000 - $220,000 per yearJob DescriptionWe are seeking an experienced Senior Wealth Manager to join our Family Office Services team in Dallas, TX.The successful candidate will be responsible for providing strategic oversight for extended services for select UHNW clients, working closely with client accounting firms...


  • Dallas, Texas, United States Fisher Agencies American Income Full time

    We are seeking a skilled Client Support Specialist to join our team. As a key member of our remote team, you will be responsible for delivering exceptional client service and support.About the RoleThis is a full-time, remote position with a competitive salary range of $45,000 - $60,000 per year, depending on experience. The ideal candidate will have 1+ years...


  • Dallas, Texas, United States Genesis Women's Shelter & Support Full time

    Job DescriptionWe are seeking a highly skilled and compassionate Residential Specialist to join our team at Genesis Women's Shelter & Support. This role is a critical part of our mission to provide a safe and supportive environment for women and children fleeing family violence.The estimated salary for this position is $40,000 - $50,000 per year, depending...


  • Dallas, Texas, United States CornerStone Staffing Full time

    Elite Client Support Specialist Job Description:We are seeking an Elite Client Support Specialist to join our team at CornerStone Staffing. This is a direct hire opportunity with a world-renowned company offering a competitive base salary of $41,000 to $50,505 annually (depending on experience) and numerous benefits.About Our Company:CBS Staffing has been...


  • Dallas, Texas, United States Front Porch Pantry LLC Full time

    About the RoleWe are seeking a Client Support Specialist to join our team at Front Porch Pantry LLC. The ideal candidate will have excellent communication skills, be able to work in a fast-paced environment, and possess a strong customer service focus.Key Responsibilities:Handle customer complaints and resolve issues in a professional manner.Provide accurate...


  • Dallas, Texas, United States ChildCareGroup Full time

    ResponsibilitiesThe successful candidate will be responsible for:Providing exceptional client service and support to families in need of child care assistanceAnswering incoming calls and facilitating walk-in clients in a calm and professional mannerResearching and assessing client needs, asking questions to obtain a clear understanding of client needs, and...


  • Dallas, Texas, United States Care Full time

    About This RoleWe're seeking a highly skilled Client Support Specialist to join our team at Care.com. In this role, you'll work closely with our sales team to onboard new clients and provide exceptional support to ensure their success.


  • Dallas, Texas, United States International Search Consultants Full time

    Job OverviewInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. to find an experienced Investment Advisory Associate.The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and...


  • Dallas, Texas, United States International Search Consultants Full time

    International Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill the role of Investment Advisory Associate. Located in Dallas, TX, this position offers tremendous long-term career development and continued growth opportunities.The successful candidate will be instrumental in partnering with Ultra-High Net Worth Clients and work...


  • Dallas, Texas, United States Vets Hired Full time

    About Vets HiredWe are a dynamic organization dedicated to delivering exceptional client services. Our team is passionate about making a positive impact in the lives of our clients.Job Description:Administrative Support Specialist - Client ServicesThis is an exciting opportunity to join our team as an Administrative Support Specialist - Client Services. In...


  • Dallas, Texas, United States Care Full time

    Client Support Role in DallasWe're looking for a skilled client support specialist to join our team in Dallas, TX. In this hybrid position, you'll work closely with our sales team to onboard new clients, set up profiles and schedules, and create training materials.You'll also be responsible for identifying and resolving non-critical support questions and...


  • Dallas, Texas, United States Term Life Specialist Full time

    About Our OpportunityWe're looking for passionate individuals who want to make a difference in people's lives by helping them achieve financial freedom. As a Term Life Specialist, you'll play a crucial role in empowering professionals to secure their futures and live a life filled with purpose, passion, and fulfillment.Key Responsibilities:Build strong...


  • Dallas, Texas, United States International Search Consultants Full time

    We are seeking a skilled Financial Services Professional to join our client's team as an Investment Advisory Associate. Based in Dallas, TX, this role presents excellent opportunities for career advancement and professional growth.The successful candidate will be responsible for working closely with the Client Advisory and Portfolio & Investment teams to...


  • Dallas, Texas, United States Sixt Full time

    About Sixt:We are a global mobility service provider with a strong focus on delivering exceptional customer experiences.Your Key Responsibilities:Provide personalized support to our clients, addressing their queries and concerns Work collaboratively with colleagues to ensure seamless client experiences Process transactions accurately and efficiently Stay...


  • Dallas, Texas, United States Desktop & Depot Support Full time

    About the RoleWe are seeking a highly motivated and career-driven individual to join our team as Desktop Support in Dallas, Texas.Job Description:Provide workstation software break-fix supportPerform IMAC – PC install, moves, adds and changesLoad imagesManage asset recovery and taggingOffer printer supportSupport client center (tech bar) operationsUpdate...


  • Dallas, Texas, United States Alphalete Marketing Full time

    Cultivate Your Skills in a Thriving Sales EnvironmentWe are a forward-thinking marketing and sales firm committed to empowering our clients to achieve their business goals. As a Retail Sales Specialist, you will be part of a talented team that is passionate about delivering exceptional results and creating lasting partnerships with clients. With a focus on...


  • Dallas, Texas, United States Branch 41 Full time

    Key ResponsibilitiesAs a Customer Service Representative, you will be responsible for providing exceptional support to our clients, ensuring their needs are met with professionalism and efficiency. Your key responsibilities will include:Responding promptly to customer inquiries via phone, email, or chat, ensuring high levels of customer...


  • Dallas, Texas, United States Mortgage Benefits Full time

    About This OpportunityMortgage Benefits is looking for a Client Partnerships Specialist to drive client success through personalized support and engagement strategies. This role offers a unique chance to make a real difference in people's lives while enjoying a remote and flexible work environment.Key ResponsibilitiesEstablish strong relationships with...