Client Experience Associate
2 weeks ago
We are seeking a highly motivated and detail-oriented Client Experience Associate to join our team at Corient. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and supporting the growth of our business.
Your primary focus will be on serving as the central point of contact for client requests, coordinating with various teams to execute and track client requests, and taking prompt action to address client needs. Additionally, you will provide support for client prospecting, schedule meetings between advisory teams and clients, and input client and advisor requests into Salesforce.
You will work closely with our advisory teams to understand client needs and preferences, and provide data input to support client prospecting efforts. Your excellent communication skills and ability to work independently will be essential in ensuring seamless client experiences.
In this role, you will have the opportunity to work with a talented team that values your growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional client experiences, we encourage you to apply.
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Client Associate
3 weeks ago
Dallas, Texas, United States Neuberger Berman Group LLC Full timeJob Summary:The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. This role will enhance the client experience by assisting with the service, maintenance, and growth of the team's high net worth book of business. The Client Associate will also gain a perspective...
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Client Associate
4 weeks ago
Dallas, Texas, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. As a subsidiary of Rockefeller Capital Management L.P., we offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets...
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Client Associate
3 weeks ago
Dallas, Texas, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management:Rockefeller Capital Management is a leading independent financial advisory services firm. Established in 2018, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office...
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Client Associate
4 weeks ago
Dallas, Texas, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management:Rockefeller Capital Management is a leading independent financial advisory services firm. Established in 2018, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office...
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Client Associate
4 weeks ago
Dallas, Texas, United States Rockefeller Capital Management Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. With a rich history dating back to 1882, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout...
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Associate Client Advocate
3 weeks ago
Dallas, Texas, United States WTW inc. Full timeJob SummaryThe Associate Client Advocate is a key role within WTW inc. that focuses on delivering exceptional client experiences through strategic planning, consulting, and advocacy. This position requires a strong understanding of commercial property and casualty insurance, as well as excellent relationship management and negotiation skills.The ideal...
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Associate Client Advocate
4 weeks ago
Dallas, Texas, United States WTW inc. Full timeJob SummaryThe Associate Client Advocate is a key role within our organization, responsible for delivering exceptional client experiences and driving business growth. This position requires a strong understanding of commercial property and casualty insurance, as well as excellent relationship management and negotiation skills.Key ResponsibilitiesRetain...
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Client Relations Associate
4 weeks ago
Dallas, Texas, United States Elite GI. Full timeUnlock Your Potential as a Client Relations AssociateAt Elite Generations, we're dedicated to making a positive impact on our community. As a Client Relations Associate, you'll play a vital role in supporting our nonprofit clients in their efforts to expand their charitable outreach. Your proactive approach will help drive innovative fundraising initiatives...
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Beauty Experience Associate
4 weeks ago
Dallas, Texas, United States Miniluxe Full timeJob Summary:The Beauty Experience Associate is responsible for delivering an exceptional client experience while managing the service floor and driving revenue. This role requires a passion for beauty, operational excellence, and the ability to multi-task.Key Responsibilities: Host and greet every client, offering beverage and coat/umbrella service. Manage...
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Client Service Associate
2 months ago
Dallas, Texas, United States Amegy Bank Full timeClient Service AssociateAmegy Bank is seeking a dynamic and customer-focused individual to join our team as a Client Service Associate to service our clients and customers at our Love Field Banking Center in Dallas, TX.Key Responsibilities:Provide full-service banking by accurately processing all financial transactions in a timely manner within established...
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Client Services Associate
4 weeks ago
Dallas, Texas, United States HFS Wealth Management Full timeJob SummaryWe are seeking a highly skilled Client Services Associate to join our team at HFS Wealth Management. This is a full-time on-site role in our Dallas, TX office, where you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Execute service requests with precision and attention to...
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Client Relations Associate
4 weeks ago
Dallas, Texas, United States Elite GI. Full timeElite Generations: Making a Positive ImpactWe're committed to supporting our community through innovative fundraising initiatives. As a Client Relations Associate, you'll play a key role in executing direct marketing campaigns and engaging with individuals to champion our client's causes and missions.Responsibilities:Engage with potential donors during...
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Senior Client Experience Manager
4 weeks ago
Dallas, Texas, United States Bank of Texas Full timeSummaryAt Bank of Texas, we're committed to delivering exceptional client experiences that exceed expectations. As a Senior Client Experience Manager, you'll play a key role in ensuring our clients achieve their financial goals.Job DescriptionThe Senior Client Experience Manager will utilize their expertise to provide a consultative needs-based advisory...
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Client Relations Associate
3 weeks ago
Dallas, Texas, United States Aveanna Full timeJob SummaryThe Client Relations Associate will play a vital role in educating clients on products and services provided by Aveanna. This position requires excellent communication skills, both written and verbal, to coordinate service or product delivery with local teams and sell or introduce new corporate products or services to established...
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Sales Associate
3 weeks ago
Dallas, Texas, United States Mashburn, LLC Full timeJob OverviewMashburn, LLC is seeking a highly skilled Sales Associate to join our team at the Sid Mashburn Dallas shop. As a Sales Associate, you will be responsible for delivering exceptional customer experiences, building strong relationships with clients, and driving sales growth.Key ResponsibilitiesProvide personalized service to customers, ensuring a...
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Associate, Private Market Clients
1 month ago
Dallas, Texas, United States Third Bridge Full timeAbout Third BridgeThird Bridge is a market-leading investment research firm that provides integrated solutions for top investors and business leaders. Our superpower is the combination of human insights and unique investor-led content with a global expert network.Job DescriptionAs a Private Market Clients Associate, you will work with private equity clients...
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Sales Associate
3 weeks ago
Dallas, Texas, United States Mashburn LLC Full timeAbout Mashburn LLCMashburn LLC is an Atlanta-based apparel and lifestyle brand that has been taking care of people since 2007. Our mission is to provide exceptional customer service and style, while maintaining a strong focus on accessibility and luxury.The JobWe are seeking a Sales Associate to join our team in our Sid Mashburn Dallas shop. As a Sales...
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Tax Senior Associate
3 weeks ago
Dallas, Texas, United States EisnerAmper Full timeAbout the RoleWe are seeking a Tax Senior Associate to join our Private Client Services (PCS) team at EisnerAmper. As a Tax Senior Associate, you will be responsible for preparing and reviewing tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.Key...
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Guest Experience Associate
1 week ago
Dallas, Texas, United States Crescent Services Full timeAbout the Role:We are seeking a skilled Guest Room Attendant to join our Housekeeping Team at Crescent Hotels & Resorts. As a key member of our hospitality team, you will be responsible for delivering exceptional guest experiences by ensuring our rooms are immaculate and our guests feel at home.Key Responsibilities:Clean and maintain guest rooms to the...
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Valet Associate
4 weeks ago
Dallas, Texas, United States Platinum Parking Full timeAbout UsAt Platinum Parking, we strive to provide premium service to our guests. As a Valet Associate, you will be the face of our operations, responsible for ensuring a positive experience for our clients.Your ResponsibilitiesProvide exceptional customer service to clientsPark and retrieve vehicles in a safe and efficient mannerWork under pressure and adapt...