Client Services Associate — Fast-Track to Leadership
$77k - $102kThird Bridge
Third Bridge in Dallas, Texas, is seeking a Client Services Associate to accelerate decision-making by connecting clients with industry experts. This role offers a dynamic career launchpad, emphasizing professional growth through hands-on experience in sales, account management, and leadership. Applicants should be confident, curious, and ready to excel in a fast-paced environment. Benefits include a competitive salary of $77,000-$102,000, health plans, and the chance for promotion within two years. #J-18808-Ljbffr Third Bridge
$60k
Third Bridge, a global research firm based in Dallas, seeks a Client Services Associate to connect with industry experts and help deliver essential insights to clients. This role involves cold calling, managing multiple clients, and promoting various Third Bridge services...Suggested- ...:00 AM Lead with Purpose. Partner with Impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical... ...customer service, polished communication, and strong leadership skills to meet the service needs of clients and provide guidance...Suggested
- ...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask...SuggestedWork at officeLocal area
- ...Our client, a growing wealth management firm, is seeking a Client Services Associate to support the Advisors and help deliver an exceptional client experience. Responsibilities... ...follow-up actions Utilize Salesforce CRM to track client interactions and workflows Assist with...SuggestedWork at office
- ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-...SuggestedWork at officeLocal area
- ...Client Services Associate/Representative (Texas) Our clients count on us to make the legal process seamless and efficient from scheduling court... ...legal teams after the deposition wraps, helping them stay on track and ready for court. You’ll handle transcript delivery,...Temporary workLocal area
$45k - $50k
...pediatric therapy , nursing, and school-based services. We seamlessly integrate into children... ...for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares... ...with a positive attitude in a fast-paced environment. Work with a sense of...Full timeWork at office- ...DUTIES AND RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client... ...remains current Identify and assist with Firm services and solutions that support clients’ needs... ...with others Ability to work in a fast-paced, evolving environment Goal oriented...Work at officeLocal area
- ...Management is an opportunity to help clients across the globe realize... ...investment and advisory services for pension plans, sovereign... ...manner Ability to thrive in a fast-paced, collaborative... ...Identification 164621 Job Category Associate Locations Dallas, TX, United...Work experience placement
- ...Client Onboarding New Account Approver At Goldman Sachs, we connect people, capital and... .... We are a leading global financial services firm providing investment banking, securities... ...making critical thinking decisions in a fast-paced brokerage environment Work closely...
$60k - $90k
...0,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate...Full time- ...Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus... ...in all different stages of life. This full-time Client Services Associate role is located on-site in Dallas, TX. Role Description The...Full timeWork at office3 days per week
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$54k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do...- ...Client Success Associate The Client Success team follows a Client... ...concept of Gartner services, and stimulating client... ...Organization, is a fast-paced, dynamic business... ...with a proven track record of success fueled... ...going training from our L&D team and leadership GartnerInternshipFlexible hours
- ...Summary & Responsibilities Prime Services delivers financing, clearing,... ...OTC markets. Analysts and Associates serve as the primary point of... ...professionals at these clients, managing client relationships... ...time‑sensitive requests in a fast‑paced environment. Basic Qualifications...
- ...Job Title Prime Services Analyst / Associate Job Description Job Summary & Responsibilities... ...and operations professionals at these clients managing client relationships, delivering... ...Assist with time-sensitive requests in a fast-paced environment Basic...
- ...meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- Matter Family Office in Dallas is seeking a Senior Associate - Client Service to enhance client engagement with investment management and wealth planning services. The role requires at least 7 years of experience in financial services, particularly in client-facing positions...Work at office
- EQ Wealth Advisors is seeking a full-time Client Services Associate in Dallas, TX. The role involves providing exceptional customer service, managing client accounts, and assisting in financial reporting. Candidates should possess excellent communication skills, customer...Full time
- A boutique wealth management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities include planning support, meeting preparation, and maintaining financial plans. This role requires a Bachelor...
$20 - $25 per hour
...insights, empowering our clients to excel in what they... ...best. The Office Services Associate position will be a highly... .... ~ Validate and track approved visitor... ...multiple priorities in a fast-paced environment... ...focused mindset ~ Leadership and accountability...Hourly payWork at officeLocal area- ...Relations • Sales • Leadership Development Pro-... ...our growing team as a Client Relations Associate. This role is ideal for... ...If you're seeking a fast-paced opportunity... ...Deliver exceptional service throughout the customer... ...retention initiatives Track customer interactions...Full timeImmediate start
- ...Description Elevare Branding is seeking a Client Support Associate to join our team in Dallas, TX. This... ...teams to maintain high standards of service and communication. Responsibilities... ...skills Adaptability in a fast-paced business setting Additional Information...Full time
$65k
...Leadership Development Program Representative Imagine a company that... ...Representative (LDPR) is the gateway track to a rewarding professional... ...direct contact with our client base and internal partners. Upon... ...customer orders and inquiries in a fast-paced environment using world-...Full timeTemporary workWork at officeImmediate startRelocationFlexible hours- ...We’re Hiring: Client Operations Associate, Dallas Ready to Elevate Your... ...Advisors and Client Service Associates but is primarily... ...transfers Submit, track, and resolve account... ...priorities in a fast‑paced environment Systems... ...of financial leadership within a high‑performing...Temporary workWork at office
$27 per hour
Pluckers Wing Bar in Dallas is looking for Front of House Managers offering pay up to $27/hour and comprehensive health benefits. Join our culture that prioritizes professional growth, with abundant opportunities for advancement as we expand across Texas. No previous management...- ...starts with people. We're a fast-growing marketing and sales... ...What You'll Do As a Client Relations Associate with +57, you'll represent... ...consumers to promote products, services, and brand initiatives Create... ...business development Leadership development opportunities...Immediate start
- ...Gartner Client Relationship Manager Build, develop and manage... ...growth. Introduce Gartner services and capabilities to new clients... ...metrics. Proven track record of success fueled by a... ...1979, we've grown to 20,000 associates globally who support over 13,...Worldwide
- ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...journeys foster resilience, leadership and innovation,... ...comfortable operating in a fast-paced environment with changing...Seasonal workWork at officeWork from homeShift workDay shift
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