Wealth Management Client Concierge
Bank of America ATM
Merrill Wealth Management, part of Bank of America, is seeking a client service professional to support multiple Financial Advisors and their clients, delivering proactive service, customized banking solutions, and a high-touch client experience. You will help educate clients on services, follow policies, and strengthen relationships while thriving in a fast-paced, collaborative in‑office environment that values growth and integrity. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Concierge in Dallas, TX vacancy
- Wanderwell Collective is seeking a Remote Travel Specialist to guide clients through every stage of their journey, from planning to safe... .... You will assist with travel arrangements, answer questions, manage updates, and resolve challenges with professionalism and care....SuggestedRemote job
- Exciting Travel Now Travel Agency USA is seeking a Remote Travel Client Care Specialist to guide clients from planning through safe return. You’ll assist with travel arrangements, answer questions, manage updates, and resolve challenges with professionalism and care. This...SuggestedRemote job
$18.5k - $45k
A premier tourism provider based in Dallas is seeking a Client Success Coordinator to deliver exceptional service to clients in the travel... ...remote role offers flexibility and autonomy, allowing you to manage service requests and ensure an outstanding client experience. Candidates...SuggestedRemote job- Sunkissed Getaways seeks an organized Booking Coordination Representative to assist clients with researching options, coordinating reservations, and managing booking details. The role requires clear communication, strong attention to detail, and reliable support throughout...SuggestedRemote job
- A leading travel agency is seeking a Remote Travel Representative Specialist to guide clients through their travel journeys. You will respond to inquiries, manage bookings, and ensure a seamless experience. The ideal candidate has excellent communication skills, a customer...SuggestedRemote jobFlexible hours
- Priority Dispatch Corp. seeks a friendly, detail‑oriented front desk team member for Vitalyc Dallas clinic to greet patients, verify appointments, and coordinate check‑in processes. You will contribute to a high‑performing clinic by delivering excellent patient care support...
- Job Details Job Location: Vitalyc Dallas - Dallas, TX 75205 Qualifications You’ll Thrive Here If You notice the appointment that still needs to be filled, the product that needs to be reordered, the patient who needs a little more attention, and the teammate who could use...
- ...Traveling with Tasha is seeking a Remote Client Support Specialist to assist with travel planning coordination and client communication from the Dallas area. You will serve as the primary contact for clients, helping with questions, coordinating travel arrangements, and...For contractorsRemote workFlexible hours
Traveling with Tasha
Dallas, TX3 days ago - ...Amenities, a provider of luxury front desk concierge services for high-end apartments and... ...experience for our associates, residents, and clients. The Front Desk Supervisor will be... ...primary liaison between the Property Manager and the concierge team, and ensuring the...Night shiftWeekend work
Stratton Amenities
Dallas, TX2 days ago - Truist Wealth seeks a branch associate to provide timely client transaction processing and accurate record-keeping while delivering a high standard of service. You will guide clients in digital banking and support a team through outbound client outreach and needs-based...Flexible hours
$20 per hour
Join Lindora as a Client Concierge Be the Heart of Transforming Lives in Dallas! Pay: $20/hour | Availability: MondayFriday 7am7pm, Saturday... ...health decisions. Keep our schedule running smoothly by managing appointments and follow-ups . Maintain organized, accurate client...Immediate start$20 per hour
A leading wellness company in Dallas is seeking a Client Concierge to create memorable client experiences while supporting them on their health journeys. This role offers a base pay of $20/hour with opportunities for bonuses in a vibrant studio environment. Ideal candidates...- Destination Careers is seeking a Remote Travel Specialist to assist clients with their travel plans, ensuring a seamless experience from... .... Responsibilities include responding to client inquiries, managing bookings, and providing destination information. The ideal candidate...Remote job
- ...Description EXPERIENCE PREFERRED! ● As a concierge, you endeavor to be helpful while on... ...business hours, unless approved by the manager. Follow property rules with regards to issuance... ...we believe in our candidates and our clients, and that is why we continually provide...For contractorsAll shiftsShift workNight shift
Sterling Apartment Personnel
Dallas, TX22 days ago $28 per hour
...spanning four decades, Action Property Management has become the premier choice for homeowner... ...in 1984, Action began with a single client and a vision to elevate ethical and professional... ...correspondences. -Provide basic concierge services such as restaurant/...Hourly payMonday to FridayAction Property Management
Dallas, TXa month ago- ...Concierge Team Member Each individual on our Concierge team embodies our Harwood culture... ...residents and their guests in the buildings we manage. Job Duties Ensures safety of... ...appropriate assistance as needed to client, their employees, guests, and visitors in...
Harwood International
Dallas, TX4 days ago - ...SoCal Pacific Management is seeking a Community Experience Specialist to lead leasing, hospitality, and resident relations from inquiry through move-out. You will conduct personalized tours, address resident needs, and document activity in the CRM while coordinating with...
The Link LLC
Dallas, TX1 day ago - ...Dental insurance NOW HIRINGShowroom Concierge & Interior Design Coordinator Amara Stone... ...As the first point of contact for our clients, designers, architects, builders, and... ...guests in a warm and professional manner Manage showroom reception area and maintain a...Work at office
Burlington Building Materials Inc
Dallas, TX12 days ago $17 per hour
...Job Description Job Description About Discovery Management Group Discovery Management Group leads one of the nation’s most purpose... .... Discover You Purpose with us at [Community Name]. As Concierge , you’ll play an essential role in enriching the lives of...ReliefWork at officeLocal areaWeekend workDiscovery Village North Dallas
Dallas, TX10 days ago- Burlington Design Gallery in Dallas, TX is hiring a Showroom Concierge & Interior Design Coordinator to welcome clients and support senior sales/design teams. The role emphasizes client experience, presentation, and organization, with opportunities to grow into a Design...
- ...integrated global real estate platform offering expertise in property management investment management development and construction services in... ...to residents and maintains relationships and contacts with concierge vendors. Physical Demands: Incumbents need to be able...Full timeWork at officeLocal areaImmediate startFlexible hoursWeekend workDay shiftAfternoon shift
Greystar Management Services
Dallas, TX15 days ago - ...Lifestyle & Operations Coordinator to support a high-end technology client. This fully onsite role blends executive assistant duties with... ...or luxury retail, strong English writing, and the ability to manage travel, events, and vendor coordination while preserving confidentiality...
- ...in Dallas is seeking an experienced receptionist to be the first contact for clients and guests, delivering a warm, concierge-level experience. The role reports to the Office Services Manager and runs Monday-Friday, 7:45 am-4:45 pm CT. You will manage visitor registration...Work at officeMonday to Friday
- Burch Law, PLLC is seeking a Client Concierge in Dallas to be the first point of contact for clients, ensuring a smooth and straightforward... ...experience throughout their interaction with the firm. You will manage intake, scheduling, and client follow-ups with a focus on...
$120k - $220k
...provide comprehensive medical care to a diverse client base, focusing on preventive services, chronic condition management, and overall wellness enhancement. This is... ...Gotham Enterprises Ltd is a leading provider of concierge medicine services, emphasizing personalized care...Full timeWork at officeFlexible hoursCompany Confidential
Syracuse, NY8 days ago- Concierge - Hall Arts | Luxury High-Rise Worth Ross Management Company is an award-winning industry leader, and a team of extraordinary people. We have the advantage of recruiting and retaining the best talent in the HOA management industry. Diversity and inclusion are...Temporary workImmediate startFlexible hoursShift workWeekend work
- A remote travel support company is seeking a Virtual Travel Support professional to assist clients with their travel needs. You will manage travel-related requests, including bookings and client communications. Ideal candidates are detail-oriented and have previous experience...Remote job
- ...annually and approximately 10,000 clients worldwide. Live Nation... ...reservation request Offer additional concierge services to members whenever... ...and efficiently Time management skills High School Diploma... ...sick time, and personal days WEALTH: 401(k) program with company...Work at officeLocal areaWorldwideFlexible hours
- CCMC is seeking a Resident Services Coordinator to support the community management team at a master-planned community. You will handle front-desk duties, resident interactions, amenity access, and administrative tasks to ensure smooth daily operations. The role requires...Work at office
- ...Job Description Job Description Our client is seeking motivated, customer-focused Concierge Account Executives to help customers set up essential home services... ...needs through consultative conversations Manage and prioritize a pipeline of leads and follow-up...Work at officeLocal areaWork from home
Professional Alternatives
Dallas, TX11 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Concierge. Be the first to apply!
Related searches