Wealth Management Client Services Lead
Fairygodboss
JPMorganChase is seeking a Client Service Group Manager for the J.P. Morgan Advisors team. You will oversee branch sales support and administrative staff, lead training initiatives, and drive process improvements to support business growth. The role requires FINRA licenses, a business/finance degree, and at least 3 years of financial services management experience. You will report to the Head of the Client Service Group and Regional Director and contribute to the branch management team. #J-18808-Ljbffr Fairygodboss
- J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams, aligning initiatives with the Regional Director and Branch Head. You will recruit,...Suggested
- Apex Fintech Solutions in Dallas seeks a Service Management Manager to oversee daily activities of Service Management Analysts, driving service... ..., performance reviews, and data-driven improvements across client relationships and service interactions. #J-18808-Ljbffr PEAK...Suggested
- A leading wealth management firm in Richardson, TX is seeking an Operations Director to lead operational strategies. This key role involves overseeing client service, technology integration, and team development. Ideal candidates will have a Bachelor’s degree and 5-8 years...Suggested
- ...insurance Paid time off Parental leave Vision insurance HR & Client Services Lead Company: Strategic Focus, LLC Location: Dallas, TX (Not a... ...serves as a trusted extension of the Principal, responsible for managing day-to-day HR operations, supporting employee relations...SuggestedLocal area
- AFL seeks a Client Services Program Manager to lead a cross-functional Data Center/AI team on a hybrid schedule from Dallas, TX or Duncan, SC. You will organize and guide Customer Service, Scheduling, Material Planning, Purchasing, Logistics and Manufacturing to meet client...Suggested
- Strategic Focus is seeking an HR & Client Services Lead in Dallas, TX. This role entails managing daily HR operations, supporting client needs, and ensuring compliance with employment laws. The ideal candidate should possess at least 4-7 years of HR experience, strong...
$28 - $38 per hour
...Cetera is currently seeking a Service Experience Team Lead for our MVP Advisor... ...class customer service to our clients. There is potential for... ...when volumes have exceeded a manageable level for Level-1... ...Cetera include award-winning wealth management and advisory platforms...Full timeFlexible hours- Huntington Insurance is seeking an Insurance Surety Account Manager to provide high-quality service to clients in Dallas, TX. The role requires expertise in commercial property and casualty insurance, specifically surety. Candidates should hold a Bachelor’s degree and...
- RRD in Dallas is seeking a Lead Office Services Associate to deliver exceptional client service across reprographics, mail, intake, hospitality, and back-office... ...include time and absence tracking, coordinating with managers and clients, escalating issues, intake and...Work at office
- ...industry, delivering time-critical logistics services at over 300 locations in 65 countries,... ...Role Purpose As a Passenger Service Lead, under limited supervision, you will operate... ..., and safety requirements of both the client airlines and the Company. You will also serve...Work experience placementFlexible hours
- Morgan Stanley Wealth Management is seeking a Market Manager in Dallas to drive revenue growth... ...assigned branches while ensuring top-tier client service and regulatory compliance. You will... ...Executive's leadership. You will lead with integrity, oversee risk controls,...
$211.72k
...Description CDM Smith currently has a new opportunity for a Client Service Leader to lead our transportation design practice in Texas. In this... ...projects where you see opportunity. Developing and managing client teams that include project managers, technical specialists...Work experience placementH1bWork at officeLocal area- ...Primary Purpose Perform the duties of a Guest Services Specialist as well as assist the... ...the assigned shift operations, including managing department staffing schedules and stations... ...development, and guidance to Guest Services Staff. Lead, trains, and motivates frontline staff to...Work at officeAll shiftsShift work
- ...Overview LP Analyst is a leading independent private asset cloud... ...investors (LPs) and fund managers (GPs) to get better, more actionable... ...-edge solutions for our clients. If you are a high achiever... ...Analyst is seeking an Investor Services Lead to join our Private...Full timeCasual workWork at officeShift work
- LJB CPA is seeking a Client Accounting Services Manager to lead our client services team and oversee day-to-day accounting operations for diverse clients. You'll partner with clients to align financial objectives with our services, mentor staff, drive process improvements...
- The Jewish Community Center of Dallas is seeking a Member Services Shift Manager to serve as the face of the Welcome Desks, delivering concierge... ...scheduling and offers benefits. Responsibilities include leading member engagement, performing POS transactions, and...Full timeShift work
$211.72k
...*** CDM Smith is seeking an Industrial Client Service Leader to help further accelerate our successfully... ...across the US. This person will lead our growth in the utility sector by... ...development, client engagement, client service management, and strategic marketing for multiple...Temporary workWork experience placementH1b- Metrocare Services invites applications for a Service Coordinator to support individuals with developmental or mental health needs. You will advocate for clients, coordinate services, and monitor progress to help them achieve meaningful outcomes. The role emphasizes trauma...
- ...talk to you. We’re searching for a Utility Services Coordinator who can own the utility... ...stay on track and everyone’s happy. Our client is a full-service SFR (Single-Family Rental... ...of general office experience (property management or HOA experience? Even better!). Tech skills...Work at officeLocal areaMonday to FridayFlexible hoursAfternoon shift
- A financial services company in Dallas is seeking a Service Experience Team Lead to provide operational support and ensure world-class customer service. In this hybrid... ...processing financial transactions and account management. Prior experience in financial services is...
- ...Leave Benefit Wellness programs Tuition Reimbursement Public Service Loan Forgiveness (PSLF) Qualified Employer Experience and... ...OT usage, and adjusts staffing levels (OT below 2%) Assumes management responsibility in absence of Supervisor Starts shift setup, communicates...Full timeShift work
- Applied Materials in the United States is seeking a Field Service Productivity Coordinator to coordinate Customer Engineering operational support activities that enable service readiness, uptime, and quality compliance. This role works with CE and Supply Chain to maintain...Full timeRelocation
- The Jewish Community Center Of Dallas is seeking a Member Services Shift Manager to be the primary contact for members and visitors, delivering concierge-level customer service at the Welcome Desks and ensuring a welcoming, efficient experience. This full-time, non-exempt...Full timeShift work
- ...also enjoy our great perks.As a Service Coordinator, Mobile Service... ...advocate for external and internal clients, demonstrating accountability... ...up to the Mobile Service Team Manager Initiates the required action... ...leadership skills; ability to lead teams in a matrix environment...Contract workTemporary workWork at officeFlexible hours
- ...alongside our vibrant community. Reports to : Prevention Services Manager Position Overview: The PrEP Navigator & Testing Coordinator... ..., as requested Maintain FTN/FCT HIV/STD/syphilis testing client files Coordinate outreach, including recruiting &...Full timeLocal areaFlexible hoursNight shiftWeekend work
- ...OpportunityAs a global leader in innovative wealth management, asset servicing, asset management and banking... ...partners, and to provide to our clients and the communities we serve worldwide... ...'s most sophisticated clients using leading technology and exceptional service.Major...Work experience placementH1bWorldwideFlexible hours
$27 - $32 per hour
...portfolio in the industry, groundbreaking machines and a holistic service promise, Koenig & Bauer sets international standards. Our 5,500... ...Office, Dallas (Irving), TX Reports to: Regional Service Manager Direct Reports: No direct reports Standard Schedule: Monday...Hourly payWork at officeLocal areaImmediate startRemote workWorldwideMonday to FridayFlexible hours$26 - $30 per hour
...LE POSTE VOTRE PROFIL Sales and Service Leader - Full Time Publiée le 03.09.2026 Sephora Retail... ...to be. You'll be a key driver of store success- leading by example to inspire your team, elevate client experiences, and exceed goals. Through coaching,...Hourly payPermanent employmentFull timePart timeFlexible hoursShift workNight shiftWeekend work$195k - $220k
...Description Are you driven to grow, lead, and make a meaningful impact... ...delivery, exceptional client retention, and strategic... ...growth of Apex's infrastructure services within your designated local... ...Client Development & Relationship Management Serve as a trusted advisor...Temporary workWork at officeLocal areaRemote workRelocation package- ...this role was built for you. About the Company: Our client is a full-service, single-family rental (SFR) platform combining smart... ...something needs fixing. A Day in This Role Might Include: Managing utility onboarding, account changes, and troubleshooting...Live inWork at officeLocal areaMonday to FridayFlexible hoursAfternoon shift
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