Client Relationship Advisor

Job OverviewCompany Overview:Farther is an innovative Registered Investment Advisor (RIA) that merges expert financial advisors with advanced technology to provide a customized and comprehensive wealth management experience.The founders of Farther are distinguished leaders and pioneers in the private wealth sector, bringing together a unique combination of...

Client Services AssociateDelta Dallas is collaborating with a Financial Wealth Management Advisory firm to find a Client Services Associate. This position is focused on providing essential operational support, which includes managing client onboarding, facilitating financial transactions, and generating daily performance reports while assisting advisors as...

Client Services AssociateDelta Dallas is collaborating with a Financial Wealth Management Advisory firm to find a dedicated Client Services Associate. This position is pivotal in providing essential operational support, which encompasses client onboarding, managing financial transactions, generating daily reports, and assisting financial advisors as...

Job Title: Client Support Specialist Company: Aperia Solutions Aperia Solutions stands as a prominent Texas-based fintech and managed consultancy firm, focusing on SaaS solutions tailored for the Payments and Compliance sectors. Our dynamic global organization is committed to enhancing efficiency in compliance, risk management, and customer service...

Atlas Advisor Group,a boutique wealth management firm, located in Dallas, TX, is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organizationOur mission at Atlas Advisor Group is to grow and protect our client's...

About the RoleFrost Bank is seeking a highly skilled and experienced Client Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesDevelop and...

Job SummaryBottega Veneta, a leading luxury fashion brand, is seeking a highly motivated and experienced Client Advisor to join our dynamic team in Dallas. As a Client Advisor, you will play a key role in delivering exceptional customer service, driving sales growth, and building strong relationships with our discerning clients.Key ResponsibilitiesClient...

a boutique wealth management firm, located in , is seeking a to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organizationOur mission at is to If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you...

About the Role:Randstad USA is poised for growth and is looking to expand our team with a dedicated Account Manager in our Digital division. This is an exciting opportunity to position yourself ahead of the curve as we enhance our service offerings.As an Account Manager, your primary focus will be on fostering new business opportunities through direct...

Overview: Randstad USA is poised for growth and is seeking an experienced Account Manager to lead our initiatives in the digital sector. This is an exciting opportunity to position yourself at the forefront of our expansion efforts. As an Account Manager, your primary responsibility will be to foster new business opportunities through direct engagement with...

Overview: Randstad USA is poised for growth and is actively seeking to expand our team with an Account Manager for our Randstad Digital division. This role is essential for fostering new business through direct client interactions and strategic territory management. Key Responsibilities: Evaluate market dynamics and utilize industry insights to strategically...

Overview:The Wealth Management Associate will deliver extensive operational assistance to a distinguished Senior Wealth Advisor Team managing over $2 billion in assets. This role enhances the client journey by supporting the service, upkeep, and expansion of the team's high net worth clientele. The position offers insights into Neuberger Berman's Private...

About the Role: Randstad USA is making significant investments in talent acquisition, and we foresee exciting opportunities emerging in the near future. This is an excellent chance to connect early and position yourself advantageously for upcoming roles. As a pivotal member of our Randstad Digital division, the Account Manager will spearhead efforts to...

About Canary TechnologiesCanary Technologies is a rapidly expanding enterprise technology firm focused on the hospitality sector, delivering cutting-edge solutions that enhance operational efficiency and improve guest satisfaction.Our primary offerings replace outdated systems in hotels, ensuring modern and effective service delivery. With support from...

At Neiman Marcus Group, we prioritize relationships and foster a culture of love and belonging in all our interactions—with customers, team members, brand partners, and the communities we serve. Our commitment to innovation shapes our mission to transform luxury experiences. Our esteemed brands include Neiman Marcus and Bergdorf Goodman.Your...

Job OverviewCompany Overview:Third Bridge stands as a premier investment research firm, delivering comprehensive solutions tailored for the world's leading investors and business executives. Our unique offering combines insightful human analysis with exclusive investor-driven content, supported by a vast global network of experts. We cater to over 1,000...

OEM Client Success Advisor - Hybrid Role OEConnection (OEC) specializes in providing innovative software solutions tailored for professionals in the automotive parts and repair sector. Our offerings streamline the processes for automotive experts to efficiently purchase and sell components, conduct repair research and planning, enhance estimates, and...

Job SummaryBottega Veneta is seeking a skilled Client Advisor to join our dynamic team in Dallas Neiman Marcus. As a Client Advisor, you will be responsible for providing exceptional customer service, driving sales growth, and building strong relationships with clients.Key ResponsibilitiesMeet and Exceed Sales Goals: Develop and implement strategies to meet...

Job SummaryWe are seeking a highly skilled and experienced Private Client Advisor II to join our team at Bank of America. As a key member of our Private Bank, you will be responsible for building and maintaining relationships with high net worth clients, identifying new business opportunities, and delivering exceptional client experiences.Key...

About Neiman Marcus GroupNeiman Marcus Group is a premier luxury retailer that thrives on building meaningful relationships with our customers, associates, brand partners, and communities. Our commitment to innovation and a culture of inclusivity drives our mission to transform luxury experiences. Our esteemed brands include Neiman Marcus and Bergdorf...