Client Service Associate
Randstad
Client Service Associate
A leading global wealth management firm is seeking a client service associate to join its centralized team in Dallas, TX. This role supports ultra high net worth clients on the west coast and offers a long-term career path with opportunities for continued learning and advancement in a fast-paced, collaborative environment. Hybrid model - 3 days onsite. Location: Dallas, TX. Schedule: 9am-6pm EST. Salary: $70,000 - $90,000 per year. Shift: First.
RandstadVacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Dallas, TX vacancy
- ...- so legal teams can focus on the case. About the role:Our clients count on us to make the legal process seamless and efficient... ...are delivered on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go-to expert for attorneys...SuggestedTemporary workSummer workLocal areaRemote work
- ...Private Wealth Management Registered Client Service Associate Join to apply for the Private Wealth Management Registered Client Service Associate role at Morgan Stanley Private Wealth Management Registered Client Service Associate 3 days ago Be among the first 25 applicants...SuggestedFull timeWork at officeLocal area
Morgan Stanley
Dallas, TX4 days ago - A leading global wealth management firm is seeking a Client Service Associate to join its centralized team in Dallas, TX. This role supports Ultra High Net Worth (UHNW) clients on the West Coast and offers a long-term career path with opportunities for continued learning...SuggestedPermanent employmentTemporary workWork experience placementShift workDallas, TX6 days ago
- ...Senior Client Service Associate Lead with purpose. Partner with impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent...Suggested
- ...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...SuggestedHourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
$19 per hour
...Client Service Associate National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers' evolving needs. We offer home, auto and accident and health insurance, as well as other specialty...Work at officeShift work- ...people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and... ...YOU WILL FULFILL YOUR POTENTIALWe’re looking for an Associate to be part of our best-in-class Service Team within...Work experience placement
- J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to deliver client service and operational support for Private Client Advisors. You will assist on the book of business, processing requests, and providing timely...
$70k
Boutique Recruiting in Dallas, TX is seeking a Client Services Associate to serve as the operational backbone of the practice, handling client onboarding, account administration, correspondence, CRM activity and day-to-day service for high-net-worth clients. The role requires...$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...$77k - $102k
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...- Prairie Capital, part of Focus Financial Partners, seeks a highly motivated Client Service Associate to support advisors and serve sophisticated clients with investment analysis, wealth transfer planning, and family office administration. You will help with day-to-day...Work at office
$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- ...Management is a boutique wealth management firm serving high-net-worth families with complex financial lives. We’re hiring a Client Service Associate to be the operational backbone of the firm — the person who keeps the back office running flawlessly so our advisors can...Work at office
- At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving... ...We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will...Work at officeRemote work
$70k
Position Title : Client Services Associate Salary Range: $70,000 base + $10,000 annual bonus potential Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at the center of everything you do. As the Client Services...Work at office- 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...
- Job Summary & ResponsibilitiesPrime Services delivers financing, clearing, and risk management... ..., and OTC markets. Analysts and Associates serve as the primary point of contact for... ...accounting and operations professionals at these clients managing client relationships,...
$75k - $95k
...will act as a true financial partner to a diverse portfolio of clients - not just a preparer. If you thrive on advisory work, cloud technology... ...of deliverables.Identify opportunities to expand the scope of services where clients have unmet financial needs.What you needBachelor'...Full timeWork at officeRemote workFlexible hours- ...We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures... ..., customer-focused professional to join our team as a Client Service Associate (Teller) at our Richardson, TX branch. In this front-line...Full timeFlexible hours
- Alliant Insurance Services is seeking an organized receptionist/office coordinator for our PestSure office in Dallas to support producers and service teams. You will handle front-office duties, manage calendars, and assist with marketing materials, loss runs, certificates...Work at office
- ...department. The role provides frontline help and assists Trust Officers with administrative duties for trust accounts, including regular client communications. The position emphasizes confidentiality, adherence to compliance training, and collaboration with officers to...
$77k - $102k
Join Third Bridge Group in Dallas as a Client Services Associate, where you’ll develop commercial awareness and business acumen. This fast-paced role involves engaging industry experts to provide valuable insights for clients. You'll own projects, cold call experts, and...- ...Client Service Senior Associate Corporate Mortgage Finance The Client Service Senior Associate Corporate Mortgage Finance, is responsible for delivering high-quality client service and executing day-to-day operational activities across Mortgage Warehouse Lending and...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- Goldman Sachs is seeking an Associate for the Global Banking Markets Operations - RIA Custody Client Services in Dallas. You will join a client-focused service team supporting Registered Investment Advisors and partner across GSAS to deliver tailored solutions that drive...
- Goldman Sachs is seeking an Associate for the RIA Custody Client Services team within the Advisor Solutions business. You will deliver shared service across multiple B2B clients and ensure overall satisfaction of Registered Investment Advisor firms. You will help drive...
- Job Summary & Responsibilities Prime Services delivers financing, clearing, and risk management... ..., and OTC markets. Analysts and Associates serve as the primary point of contact for... ...accounting and operations professionals at these clients, managing client relationships,...
- Job Summary & Responsibilities Prime Services delivers financing, clearing, and risk management... ..., and OTC markets. Analysts and Associates serve as the primary point of contact for... ...accounting and operations professionals at these clients managing client relationships,...Full timeTemporary workWork at office
- ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks... ...thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so...Work at office
- Farther is seeking a highly organized, client‑facing support professional to own the full client service lifecycle for a boutique wealth management practice. You will monitor daily client needs, execute money movements and rebalancing, and keep the advisor focused on planning...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
Related searches
- registered client associate Dallas, TX
- client account associate Dallas, TX
- client relationship associate Dallas, TX
- client solutions associate Dallas, TX
- client engagement associate Dallas, TX
- client services associate Dallas, TX
- client success associate Dallas, TX
- environmental services attendant Dallas, TX
- public service officer Dallas, TX
- environmental service worker Dallas, TX