UHNW Client Services Specialist
AlTi Tiedemann Global
AlTi Tiedemann Global in Dallas seeks a Client Service Associate to support UHNW clients within the Firm’s Client Operations team. You will ensure data accuracy, process client requests, and coordinate with custodians and internal operations to deliver high-quality service. The ideal candidate brings 5–7 years in financial services, a Finance or Business background, and strong MS Office skills, with meticulous attention to detail and a collaborative approach. #J-18808-Ljbffr AlTi Tiedemann Global
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the UHNW Client Services Specialist in Dallas, TX vacancy
- ...Click Here A growing, family-oriented company is seeking a Client Success Specialist to serve as the primary point of contact for customer... ...~3+ years of customer success, account management, client services, or related experience ~ Strong project management and organizational...SuggestedWork at officeImmediate startMonday to FridayFlexible hours
Beacon Hill
Addison, TX23 hours ago - ...innovation, and a deep sense of commitment to our clients. We are seeking a talented Client Relations Specialist to join our all-star team and contribute to our... ...stay well-informed and proficient in Pinecrest's service offerings. Your role is pivotal in maintaining seamless...SuggestedDay shift
Pinecrest Group
Dallas, TX4 days ago $20 - $22 per hour
...Client Service Specialist – Syracuse, NYNurseCore is a national leader in medical staffing and home care. We are seeking a Client Service Specialist to support recruiting, scheduling, client relations, and daily branch operations in our Syracuse location.Compensation:...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayAfternoon shiftNurseCore
Syracuse, NY1 day ago- Tootsies in Dallas seeks a dedicated Client Services Specialist to join our team. This full-time role (40 hours/week) covers weekdays and Saturdays, with additional availability for special events. You will deliver exceptional service to customers and teammates, build...SuggestedFull timeWeekday work
- Opensity Solutions is seeking a Service Specialist to deliver on-site administrative and operational support within a client office. This role handles mail, copy/print, reception, hospitality, and facilities tasks while representing Opensity Solutions to clients and visitors...SuggestedWork at office
- Job brief We are seeking a Remote Client Service & Success Specialist to support clients throughout their travel journey—from initial inquiry and trip planning to booking, pre-travel preparation, and post-trip follow-up. This role is ideal for a detail-oriented, service...Work at officeRemote work
- BOK Financial is seeking a Client Services Representative to work with The Private Wealth officers and high net worth clients across the investment management delivery platform. The role focuses on delivering superior client service with limited supervision, and may emphasize...
- Simmons First National Corporation is seeking a Trust Assistant to provide high-level customer service to Institutional and Private Wealth clients. The role handles correspondence, supports private wealth and related departments, and ensures client records are properly...
- ...workforce solutions organization in Dallas is seeking a Triage Specialist to create positive first impressions by effectively triaging... ...determining eligibility for programs, and ensuring efficient service delivery. The ideal candidate will have strong customer service...Flexible hours
- Tootsies is seeking a dedicated Client Services Specialist to join our team, working full-time (40 hours per week) on weekdays and Saturdays, with additional availability required for special events. In this role, you will play a key part in delivering exceptional service...Full timeFlexible hoursAfternoon shiftWeekday work
$20 - $23 per hour
Opensity Solutions is seeking a FAST Service Specialist to provide client‑facing workplace services across mail, reception, hospitality, and facilities. You will support multiple client sites within a defined market, delivering high‑quality administrative and workplace...Hourly payFull timeShift work- ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Private Client Services Representative - On-site Only Regular Full-Time TX - Park Cities, Dallas, TX, US Today Requisition ID: 1607 Established in 1964...Full timeWork at officeLocal area
- Futu US Inc. is seeking a Premier Client Service Specialist to manage relationships with high-net-worth clients in a bilingual capacity. The role blends private banking know-how with premium service, sales, and trading insights to deepen client trust and asset growth. You...
$17 - $20 per hour
...Job Title Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints. Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of the problem; selecting...Hourly pay- Hillside Veterinary Clinic, a Thrive Pet Healthcare partner in the Dallas area, is seeking an experienced Veterinary Client Service Representative to join our team. You will be the friendly first point of contact for clients and their pets, handling registrations, scheduling...
$56k - $78k
...Client Engagement Services Specialist Client Engagement Services (CES) Specialists provide world-class service by engaging directly with clients or internal stakeholders across Gartner to coordinate requests with Gartner Business & Technology Insights Analysts. Successful...Worldwide- Cumberland Consulting is seeking a full-time Customer Service representative to join our team in Dallas, Texas. You will help connect clients with essential services and support outreach efforts while working Monday through Friday. The ideal candidate has strong written...Full timeMonday to Friday
$21.34 per hour
Client Service Specialist - GRC Join a global leader in information services and risk management as a Client Service Specialist in Dallas. We provide critical solutions to finance and legal professionals globally. In this supportive, growth-focused environment, you will...Hourly payPermanent employmentTemporary workWork experience placementWork at officeMonday to FridayShift workDallas, TX22 days ago- Veritext, the global leader in court reporting and litigation support, seeks a Client Services Representative (Texas-Central) to partner with attorneys and legal teams after deposition. You will manage transcript delivery, troubleshoot issues, and ensure client expectations...
- Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...Temporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$17 - $22 per hour
Client Experience Specialist Archer Blackmon Dallas, Texas, United States About this position Animal Urgent Care offers emergency surgeries, medical... ...with a diverse hospital team. A commitment to client service, patient safety, and quality care is essential. The ability...Hourly payFlexible hoursShift workWeekend workAfternoon shift- Security National Bank is seeking a Private Client Services Representative for an on-site role in Park Cities, Dallas, TX. The position supports the Private Client Services team by processing transactions, handling service requests, and ensuring client-authorized activity...
$45k - $52k
In this role, you would be called a Client Concierge. You will be one of the first people that anyone calling our office will speak with... ...Is willing to work hard to see that clients receive top-notch service and results. We are looking for someone who has character,...Work at office- Client Intake Specialist FBT Gibbons LLP is a national law firm focused on serving companies operating and investing in the middle market. With... ...collaborate across departments and geographies to deliver excellent service to our clients, colleagues, and the communities we serve....Temporary workWork at officeRemote work
- The American Heart Association is seeking a Client Services Representative, Global, to support administration, coordination, and compliance of Global Training Center relationships. You will work with internal teams, regional stakeholders, and external contacts to manage...
- ...combines new technology with unceasing service to the Dallas metroplex, and the people... ...strong. We take pride in understanding our clients and the time to recognize their needs.... ...Tollway. We're looking for a Client Services Specialist who wants stability, growth opportunity,...Temporary workWork at officeRemote work
- Cox Automotive is seeking a Commercial Services Specialist II (Inside Administrator) to provide administrative support for commercial consignments... ...and auction processes. You will liaise between commercial clients, dealership personnel, auction operations and corporate...
$70k - $120k
...Inc. stands at the forefront of financial services, housing two SEC registered broker\-... ...Role Moomoo Financial Inc. is seeking a client-focused professional to manage relationships... ...and innovation. Premier Client Service Specialist (Bilingual) Office Location: Dallas, TX...Contract workWork at officeLocal area- CityVet is seeking a Client Service Specialist at the Oak Lawn Ruffit clinic to be the clinic's first contact with clients, on the phone or in person. You will ensure a pleasant experience and help build loyal brand ambassadors. Responsibilities include checking in appointments...Flexible hours
$17 per hour
...by a shared belief in prioritizing our clients above all else. We are here to advocate... ...financial future. Job Summary Client Success Specialist I is the primary source of contact for... ...or GED (required). 1-2 years customer service experience. Skills Empathy and...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Client Services Specialist. Be the first to apply!
Related searches
- client service officer Dallas, TX
- service agent Dallas, TX
- client support specialist Dallas, TX
- customer service associate Dallas, TX
- spanish customer service representative Dallas, TX
- senior service representative Dallas, TX
- customer solutions specialist Dallas, TX
- inbound customer service representatives Dallas, TX
- patient customer service representative Dallas, TX
- senior customer service representative Dallas, TX