HNW Client Services & Trading Specialist
$70k - $120kmoomoo
Moomoo in Dallas, TX is looking for a Premier Client Service Specialist to manage relationships with high-net-worth clients. The role focuses on providing tailored support, understanding client needs, and leveraging market knowledge. Successful candidates will have a background in private banking or wealth management. The position offers a base salary between $70,000 and $120,000, along with performance-based bonuses and comprehensive benefits. #J-18808-Ljbffr moomoo
$70k - $120k
Premier Client Service Specialist Office Location: Dallas, TX or Jersey City, NJ About The Team & Role... ...combined with experience in sales and trading. You possess a commercial mindset with... ...Manage the full lifecycle of HNW client relationships, proactively engaging...High net worthContract workWork at office$80k - $100k
...to join a team. This role is pivotal in providing exceptional service to clients, managing a diverse portfolio of accounts, and ensuring... ...will have a strong background in handling both high-net-worth (HNW) and standard accounts, coupled with a professional demeanor...High net worth- ...is seeking an Account Executive to engage with high-net-worth individuals. You’ll use sales techniques to educate potential clients on our services and set meetings with our sales team. No prior sales experience is required; the role emphasizes personal and professional...High net worthWork at office
- ...Account Manager in Dallas, TX, to manage a diverse portfolio of accounts. This pivotal role focuses on providing exceptional service to clients and ensuring seamless policy servicing and renewals. The ideal candidate will have at least 5 years of experience, an active...High net worth
$80k - $100k
Jonus Group is looking for an experienced Personal Lines Account Manager to provide exceptional service to clients while managing a diverse portfolio of accounts. The ideal candidate will have a strong background in both high-net-worth and standard accounts, ensuring seamless...High net worth$71.3k - $97k
...Armanino Financial Services At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate... ...Responsibilities Serve as a primary point of contact for clients, vendors, and external partners. Build strong client...High net worthContract workLocal areaFlexible hours- ...Treasury Sales Client Officer At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...and completes account/portfolio business reviews. Ensures service and fulfillment related requests/queries are directed to the relevant...High net worthWork experience placementBank staffWork at officeWork from homeShift workDay shift
$60k - $90k
...- $90,000.00/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...High net worthFull time- ...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's... ...With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world...High net worthLocal areaNight shift
$10k
...or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with... ...supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales...High net worthWork at office- ...Commercial Services Specialist I This role serves as a key point of contact for resolution of client issues, in collaboration with the national sales team, auction representatives, and stakeholders for clients in the assigned market center, auction or on CAIs digital...Work at officeLocal areaVisa sponsorshipFlexible hours
- ...Account Manager to join a team. This role focuses on managing and servicing a book of business consisting of high-net-worth personal lines... ...a strong background in high-net-worth insurance, excellent client relationship skills, and the ability to work collaboratively in...High net worthWork at officeRemote work
- A multi-family office for high-net-worth individuals in Dallas is seeking a detail-oriented Client Service Associate. This role involves supporting wealth advisors, managing client onboarding, and ensuring excellence in client interactions. Ideal candidates will have a...High net worthWork at office
$18.17 - $27.31 per hour
...key point of contact for resolution of client issues, in collaboration with the national... ...while delivering exceptional customer service and resolving issues with professionalism... ...positive relationships with clients, the specialist examines vehicles in the sales lineup,...Hourly payWork at officeLocal area- Service Line Sales Manager - F&A Cognizant’s IOA Business Cognizant’s Digital Finance &... ...Accounting (F&A) services help transform our clients’ F&A ecosystems. We provide Operations... .... Partner with Product Sales Specialist (PSS) teams to incorporate solutions into...Home office
- ...investment advisory firm in Dallas, TX seeks a Relationship Manager to join their talented team. The role involves serving high-net-worth clients, facilitating client onboarding, and maintaining updated client records. Candidates should possess a Bachelor's degree in a...High net worth
- A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates...High net worth
$109.46k - $207.53k
...and assurance firm, providing clients with a genuine coast-to-coast... ...Baker Tilly) provide professional services through an alternative... ...**International Tax Manager- HNW focused** to join our growing... ..., LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent...High net worthWork at officeLocal areaWorldwide- ...Account Executive The primary role of the Account Executive is responsibility for placement and client management on an assigned book of business, as well as guiding the Service team. If they are responsible for house accounts, they are also accountable for business...Work at office2 days per week
$70k - $120k
...the forefront of financial services, housing two SEC registered... ...Inc.: Offering a data-rich trading platform, we provide unparalleled... ...innovation. Premier Client Service Specialist Office Location: Dallas,... ...the full lifecycle of HNW client relationships,...High net worthContract workWork at officeLocal area$100k - $110k
...Director - Insurance Replacement, Private Client GO Rentals | Four Current Openings | $100... ...leadership at the nation's leading HNW insurance carriers, embed GO Rentals into... ...build reflects our five-star, white-glove service for the most discerning clients in the country...High net worthFull timeLocal area- ...industries. This full-time hybrid role provides competitive compensation and the opportunity to lead a dynamic team while servicing high-net-worth clients and partnerships. Candidates should have strong client management and project oversight skills, along with an active...High net worthFull time
$18.17 per hour
Cox Automotive Inc. is seeking a Commercial Services Specialist I in Dallas, Texas. This role is crucial for managing the redemption office,... ...service excellence, and maintaining strong relationships with clients. The ideal candidate should have strong verbal, written, and...Hourly payWork at office- Overview Sr. Associate, Client & Advisor Services role at Focus Financial Partners Location: Dallas, TX Position Summary SCS Financial is looking for a Senior Associate to join the Client Advisor Services team. This is an excellent opportunity for candidates who would like...High net worthWork at office
$65k - $80k
...High Net Worth Client Case Representative Are you a FINRA Series 7 and 63 licensed professional with a passion for building meaningful... ...Foster trust and reliability through consistent, high-quality service. Educate clients on Vanguard's product and service offerings...High net worth- ...Worth Financial Advisor Manager to lead a team serving affluent clients. You will develop and mentor financial professionals while... ...compliance with fiduciary standards and providing exceptional client service. This role encompasses overseeing client engagement strategies...High net worth
- ...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...LLP (Baker Tilly) provide professional services through an alternative practice... ...Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members...High net worthWork at officeLocal areaWorldwide
$71.3k - $97k
.... Job Responsibilities Serve as a primary point of contact for clients, vendors, and external partners. Build strong client relationships... ..., insurance brokers, tax advisors, and other professional service providers. Support audits, tax examinations, and special financial...High net worthFull timeContract workLocal areaFlexible hours$62.7k - $85.4k
...ideas. Job Responsibilities Serve as a key point of contact for clients, ensuring timely communication and resolution of inquiries.... ...with progressive responsibility in financial reporting and client service. Experience with general ledger review, cash management, financial...High net worthFull timeContract workLocal areaFlexible hours- ...transparency, and integrity of luxury residential communities. This role demands exceptional attention to detail, sound judgment, and a service-oriented mindset aligned with the expectations of high-net-worth homeowners and discerning boards of directors. What you'll be...High net worthLocal area
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