Current jobs related to Client Relationship Specialist - Dallas, Texas - Matter Family Office

  • Client Relationship Specialist

    4 weeks ago

    Dallas, Texas, United States D&M Auto Leasing Full time

    About the RoleWe are seeking a highly skilled and motivated Client Relationship Specialist to join our team at D&M Auto Leasing in Dallas. As a key member of our sales organization, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional service, and driving sales growth.Key ResponsibilitiesHandle...

  • Client Relationship Specialist

    2 months ago

    Dallas, Texas, United States Origin Bank Full time

    OverviewAs a vital member of our team, you will engage with clients by offering reliable banking guidance, executing various financial transactions, initiating new accounts, and addressing inquiries to ensure positive customer interactions and relationships. You will embody the Bank's culture and uphold our Brand promise and Core Values through the following...

  • Client Relationship Manager

    4 weeks ago

    Dallas, Texas, United States Enable Resource Group LLC Full time

    Job Title: Client Relationship ManagerEnable Resource Group LLC is seeking a highly skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction, and driving business growth.Key Responsibilities:Develop and...

  • Client Relationship Manager

    2 weeks ago

    Dallas, Texas, United States Tekvana Inc Full time

    Job OverviewWe are seeking a seasoned Client Relationship Manager to join our team at Tekvana Inc.This is a key role that requires a results-driven professional with 6+ years of experience in building and maintaining strong client relationships, driving client success, and managing technical project implementations.Key ResponsibilitiesIdentify client needs...

  • Client Relationship Manager

    2 months ago

    Dallas, Texas, United States Grant Thornton Full time

    About the RoleGrant Thornton is seeking a highly skilled Client Relationship Executive to join our team in a key market. As a Client Relationship Executive, you will be responsible for identifying and pursuing new business opportunities, building and maintaining strong relationships with clients and prospects, and driving revenue growth for the firm.Key...

  • Client Relationship Manager

    2 months ago

    Dallas, Texas, United States TransPerfect Full time

    About TransPerfectTransPerfect stands at the forefront of the language services and technology sector. Our mission is to assist global brands in enhancing their communication and operational efficiency. We pride ourselves on fostering a vibrant and innovative workplace that encourages professional growth and impactful contributions.Our offerings extend...

  • Customer Relationship Specialist

    2 months ago

    Dallas, Texas, United States Origin Bank Full time

    Summary As a Customer Relationship Specialist at Origin Bank, you'll play a vital role in building lasting relationships with our clients by providing personalized financial guidance and support. You'll be the trusted advisor who helps individuals and businesses navigate their financial journey, ensuring they achieve their goals. Responsibilities Provide...

  • Client Relationship Manager

    4 weeks ago

    Dallas, Texas, United States Thegradcafe Full time

    Job DescriptionJob Summary: We are seeking a highly motivated and organized Client Account Coordinator to join our team. The ideal candidate will have excellent communication skills, be able to multitask, and have a strong understanding of marketing technologies and industry knowledge.Responsibilities:Develop and maintain relationships with clients at...

  • Client Relationship Executive

    4 weeks ago

    Dallas, Texas, United States CohnReznick Full time

    About the RoleWe are seeking a highly skilled Client Relationship Executive to join our National Sales team and support our Value 360 Advisory Practice. As a key member of our team, you will be responsible for driving growth and identifying new business opportunities in the middle-market to upper-market public and private companies.Key...

  • Environmental Client Relationship Manager

    2 weeks ago

    Dallas, Texas, United States GHD Group Full time

    Job Title: Environmental Client Relationship ManagerAt GHD, we're committed to helping our clients achieve their sustainability goals. We're seeking an experienced Environmental Client Relationship Manager to join our team.About the RoleThis is an exciting opportunity to work with our clients to develop and implement effective environmental strategies. As an...

  • Private Client Relationship Manager

    3 weeks ago

    Dallas, Texas, United States The Bank of America Corporation Full time

    Key ResponsibilitiesThis role is responsible for driving business growth through new client acquisition and deepening existing client relationships. The Private Client Advisor will lead the client management process, building upon an internal and external network to achieve business development goals.Key Skills and QualificationsStrong business development...

  • Environmental Client Relationship Manager

    3 weeks ago

    Dallas, Texas, United States GHD Group Full time

    Environmental Client Relationship ManagerWe are seeking a highly motivated and experienced Environmental Client Relationship Manager to join our team. As a key member of our Environmental Team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and delivering high-quality...

  • Senior Client Relationship Manager

    4 weeks ago

    Dallas, Texas, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Client Relationship Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key...

  • Mortgage Client Relationship Manager

    2 weeks ago

    Dallas, Texas, United States First American Financial Company Full time

    Job SummaryFirst American Financial Company is seeking a skilled Mortgage Client Relationship Manager to join our team. As a key member of our Client Management team, you will be responsible for managing client accounts, providing operational and technical support, and building strong relationships to ensure client success in utilizing our products and...

  • Client Support Specialist

    2 weeks ago

    Dallas, Texas, United States Aperia Full time

    About AperiaAperia Solutions is a leading provider of SaaS solutions for the Payments and Compliance industries. Our company is headquartered in Texas and has offices in Dallas, Washington DC, and Vietnam. We are a fast-paced, global organization that strives to improve efficiency in compliance, risk, and customer service operations.Job DescriptionWe are...

  • Client Advocacy Specialist

    2 weeks ago

    Dallas, Texas, United States Gannett Co. , Inc. Full time

    Job Title: Client Advocacy SpecialistWe are seeking a highly skilled and motivated professional to join our team as a Client Advocacy Specialist. As a key member of our client-facing team, you will be responsible for providing exceptional customer service, building strong relationships with our clients, and ensuring their needs are met.Key...

  • Enterprise Client Relationship Manager

    6 days ago

    Dallas, Texas, United States Databank Full time

    Data Center Solutions at DatabankWe are seeking a highly skilled Enterprise Client Relationship Manager to join our team. As a key member of our sales team, you will be responsible for managing client relationships and driving revenue growth for our data center solutions.Key ResponsibilitiesManage client relationships and identify new business...

  • Technology Client Relationship Manager I

    1 month ago

    Dallas, Texas, United States Smith Seckman Reid Full time

    Job Title: Technology Client Relationship Manager ISmith Seckman Reid is seeking a Technology Client Relationship Manager I to join our team. As a Technology Client Relationship Manager I, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and delivering high-quality projects.Key...

  • Senior Client Intake Specialist

    1 month ago

    Dallas, Texas, United States The Matian Firm, APC Full time

    Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless client experience.Responsibilities:Client Screening: Screen telephone calls and emails to...

  • Senior Client Intake Specialist

    2 weeks ago

    Dallas, Texas, United States The Matian Firm, APC Full time

    Job Title: Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless client experience.Key Responsibilities:Screen telephone calls and schedule...

Client Relationship Specialist

2 months ago

Dallas, Texas, United States Matter Family Office Full time
Company Overview

Matter Family Office is a dedicated financial advisory firm established in 1990, with a focus on assisting families in navigating wealth management strategies that resonate with their aspirations and principles, ensuring lasting success across generations.

Position Overview:

As a Client Service Consultant, you will play a crucial role in overseeing client interactions and internal communications. Your key responsibilities will encompass:
  • Administration of client accounts for various financial operations
  • Management of client documentation
  • Collaboration with colleagues to provide outstanding service
Essential Attributes:
  • Adaptability: Open to change and innovative in addressing challenges
  • Effective Communication: Strong interpersonal skills with all parties involved
  • Team Collaboration: Appreciate teamwork and diverse viewpoints
  • Creative Thinking: Actively pursue enhancements and innovative solutions
  • Consultative Approach: Grasp client requirements and offer strategic insights
Required Qualifications:
  • Background in financial client service support
  • Bachelor's degree from an accredited institution
  • Familiarity with financial platforms such as Practifi and Schwab (preferred)
Employee Benefits:
  • Competitive salary and performance bonuses
  • Health and wellness programs
  • Retirement plans with employer contributions
  • Paid time off and holidays
  • Opportunities for professional growth and career advancement
  • Support for personal development and community engagement