Wealth Client Services Associate — Hybrid Opportunity
Fisher Investments
Fisher Investments is hiring a Client Service Associate in Plano to support high-net-worth clients and coordinate across portfolio management, sales, and service teams. You will handle client requests, ensure smooth operations with custodians, and assist in account setup and transfers in a collaborative, growth-oriented environment. This in-office role offers mentorship, training, and pathways to future opportunities within the organization. #J-18808-Ljbffr Fisher Investments
- ...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (Registered) assists... ...start-up. We are a global wealth management and investment... ...insurance, and paid time off.Stifel is an Equal Opportunity Employer....SuggestedWork at officeImmediate start
- ...Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust... ...for detail, they turn regulatory requirements into opportunities for stronger client partnerships. As a Client Service...Suggested
$24 - $25 per hour
...Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients... ...nationwide. Our McKinney, TX office has an exciting opportunity for a Client Service Associate! This role is a primary...SuggestedHourly payFull timeTemporary workWork at officeFlexible hoursNight shift- ...advisor to our Commercial Bank clients. Manage multiple... ...cash management products and services. Job Description Be a trusted... ...services. As a Client Service Associate within the Commercial Bank,... ...consultation and requests Identify opportunities for use of digital tools to...SuggestedWork experience placementWork at office
$21.5 per hour
...technology that provides value-added services for collectors worldwide. We grade,... ...questions you have. We’re looking for Client Services Associates Concierges to join our Customer... ...complaints and issues Alert Marketing to opportunities to tell success stories from...SuggestedHourly payFull timeWork at officeRemote workWorldwideFlexible hoursShift work- Bank of America is seeking candidates for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). The role provides client service support to Financial Advisors while pursuing Securities Industry licenses (SIE, Series 7, Series 66) within 120 days...TraineeshipWork at office
- What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening... ...initiatives, life insurance, and paid time off. Equal Opportunity Employer Stifel is an Equal Opportunity Employer. #J-1880...Work at officeImmediate start
- ...GuideIT is a US based technology services company Headquartered in... ...a Full-time IT Service Desk Associate to join our team! Candidate must... ...trust and respect. This is a hybrid role. About the Role The IT... ...committed to Equal Employment Opportunity. It is the policy of GuideIT...Full timeLive inWork at officeRemote workAll shiftsFlexible hoursShift workNight shiftAfternoon shift
- ...Customer Service RepresentativeGrow Your Career. Impact Lives. Shape... ...than a strategy. It's an opportunity for our people to thrive. Over... ..., trusting relationship with clients to ensure continued client patronage... ...experiencePosition works a hybrid schedule, Monday- Friday, in-...Work at officeRemote workMonday to Friday2 days per week3 days per week
- A financial advisory firm based in Dallas is seeking a Client Services Specialist (CSS) with at least 2 years of client service experience in financial services. The role focuses on supporting Wealth Advisors by handling account maintenance, providing exceptional customer...Full time
$15 - $17.41 per hour
...Job Opportunity At At&TThis hybrid position reports to our Lakeside Blvd location in Richardson, Texas and works in center 3-4 days weekly and remotely... .... As a member of our team, you'll redefine customer service, creating meaningful connections with each customer....Temporary workWork at officeLocal areaRemote workWork from homeFlexible hoursShift workNight shift- ...Member Service Representative Texans Credit Union has a great opportunity for a Member Service Representative to join our Member Connect (Call Center) team! This... ...exceptional customer service by phone! This role offers hybrid remote work after the initial 5 to 6 week...Remote work
- ...Service Associate – Client SupportAllworth Financial is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement... ...are not eligible)Future growth opportunities within the companyIn addition,...Full timeContract workPart timeInternshipWork at officeFlexible hours
$20.16 per hour
...AT&T Premier Service Consultant This hybrid-remote position reports to our 2221 Lakeside Blvd, Richardson, TX 75082 location; if selected, you... ...and remotely from home 1-2 days weekly. This is your opportunity to be the voice of AT&T a global leader in communications...Hourly payTemporary workWork at officeLocal areaRemote workWork from homeFlexible hoursShift workNight shift$20 per hour
...Goodness McKinney TX 2030 hours/week Hybrid (23 days per week on-site) Pay: $20/Hour... ...accurate. Sales Events & Customer Service Plan coordinate and staff in-person sales... .... Herbal Goodness is an equal opportunity employer. We welcome applicants of all backgrounds...Part timeWork at officeLocal areaRemote workFlexible hoursShift workWeekend workAfternoon shift- ...Executive to partner with the account team to deliver exceptional client service and drive campaign outcomes. This role focuses on managing... ...experience, strong communication, and a collaborative mindset; hybrid in-office Tue/Thu in Plano with other days remote optional....Work at officeRemote work
- Gallagher is seeking a Client Service Supervisor to lead a Personal Lines team in a hybrid Plano, TX setting. You’ll drive a client-first service experience, optimize workflows, and mentor a skilled group of professionals focused on consistency and quality. You’ll balance...
- Gallagher seeks a Client Service Supervisor in Plano, TX to lead a Personal Lines team and deliver high-quality, client-centric service at... ...deliver high-quality service with a people-first approach. This hybrid role combines leadership (80%) with client-facing work (20%),...
- R-1226436: Loan Servicing Associate I (LSLS06) Job Information Job Identification 210718162 Job... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands... ...to our success. We are an equal opportunity employer and place a high value on diversity...Full timeWork at office
- ...Risk Solutions LLC is seeking an Associate to support Mid-Market Group clients within Symphony Consulting, focusing on exceptional service and renewals. You will own the client... ..., and collaboration, with the opportunity for a hybrid work arrangement after training. A...
- ...Quotient Wealth Partners Quotient Wealth Partners is an independent... ...comprehensive wealth management services with a strong commitment to excellence and a client‑centric approach. As fiduciary... ...to providing equal employment opportunities and ensuring that all employment...Work experience placementWork at office
- ...support and grow relationships with existing customers in a hybrid role based in Richardson, TX. You will focus on retention, growth opportunities, and re-engagement of past customers across our site services, waste, and equipment offerings. Ideal candidates have 3-5 years...
- ...developing solutions to our clients’ unique needs and that... ..., and consulting services. From initial site... ...permanent Client Development Associate, Geotechnical and... ...touchpoint, identifying opportunities to cross-sell... ...). Work Structure: Hybrid office/remote schedule...Permanent employmentFull timeFor contractorsWork at officeLocal areaRemote work
- GEICO Staff Counsel in Dallas, TX, is seeking an Associate Attorney to defend lawsuits in Texas courts. Hybrid work arrangement in Dallas, TX, with opportunities to advance in a large national insurer. The role requires 2-6+ years in insurance defense litigation, a Juris...
- Health Care Service Corporation is seeking a dedicated professional to drive continued growth by negotiating... ...or producers and may assist other small group client reps, with accountability for meeting retention goals in a hybrid environment (3 days in office, 2 days remote)....Work at officeRemote work
- Join to apply for the Customer Service Associate I role at Dollar Tree Stores... ...to support your health, wealth, and mental well-being. In addition... ...much more! We are an equal opportunity employer and committed to... ...Team Member Team Lead, Client Experience Team, Client Service...Full timeContract workPart timeLocal areaImmediate startWork from home
- ...Management Corp in Plano, TX seeks a Customer Service Representative to assist customers and... ..., resolve basic issues, and guide clients through solutions. You will handle calls,... ...task in a fast-paced environment, with a hybrid in-office/remote schedule. #J-18808-Ljbffr...Work at officeRemote work
- Legrand in Richardson, TX is seeking a Customer Service Representative to support customers and sales teams via phone, email, chat or... ...cross-functional collaboration, and ongoing knowledge of Legrand products. Hybrid work available in Richardson. #J-18808-Ljbffr Legrand
- ...functional partners in a fast-paced environment. The position follows a hybrid schedule (4 days in the office, 1 day remote) with training periods. Candidates should have at least 1 year of customer service experience, a high school diploma, #J-18808-Ljbffr Fossil Group,...Work at officeRemote work
$45.4k - $68.4k
HCSC is seeking a customer service professional to drive growth by renewing and selling products... .... The role requires understanding client needs and providing support, while interfacing... ...retention targets. The position is a hybrid role with three days in office and two remote...Work at officeRemote work
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