Onsite Client Success Associate - Direct Client Impact
Platinum Coastal Group
Platinum Coastal Group is seeking an entry-level, on-site professional to engage with clients directly and understand their needs. You will communicate solutions and coordinate with internal teams to plan next steps, keeping relationships active and productive. The role emphasizes face-to-face interaction, organizational skills, and the ability to work in a fast-moving environment while delivering professional client service locally in Dallas and surrounding areas. #J-18808-Ljbffr Platinum Coastal Group
$16 - $17 per hour
...Job Description Job Description Client Success Associate Richardson, TX • In-Office • Full-Time COMMUNICATE. SUPPORT. SOLVE. Are... ...volume targets, live coaching, and a culture that rewards direct results over tenure. DebtBlue, LLC is an Equal Opportunity...SuggestedHourly payFull timeTemporary workWork at officeLocal areaImmediate start$53k - $77k
...relationships with a variety of clients ranging from senior C-levels... ...practices ensuring they are successful in the utilization of their... ...1979, we've grown to 20,000 associates globally who support over 13,... ...unapologetically high. So is the impact you can have here. What...SuggestedInternshipWorldwide- Understand client needs and communicate solutions Coordinate internal resources and next... ...responsibility Meet with or assist clients directly Understand client needs and communicate... ...members, community participants, partners, or onsite coworkers rather than working exclusively...Suggested
$53k - $80k
...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner... ...a difference. The bar is unapologetically high. So is the impact you can have here. Our sustained success creates limitless...SuggestedInternshipWorldwide- ...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner... ...a difference. The bar is unapologetically high. So is the impact you can have here. Gartner is the world authority on AI....SuggestedInternship
$53k - $77k
...About the role: The Client Success team follows a Client for Life Philosophy, and individuals... ...value far exceeding their investment. Associates seek to understand and surface client’s... ...and tailored Gartner resources to drive impact. What you will need: · Bachelor’s...Full timeInternshipWorldwideFlexible hours- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the... ...and exceptional client service will directly impact our clients' financial well-being through... ...7 & 66 licenses upon hire or must successfully obtain within 180 days from start dateProven...Local area
- ...Advisors and Wealth Management Client Associates help clients pursue the life... ...workforce and positively impact the communities we serve. Job... ...you may be required to work onsite in accordance with the... ...and a key component in our success. Our Values Learn about our...Seasonal workWork at officeWork from homeShift workDay shift
$87.36k - $131.04k
...7 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned... .... This individual plays a pivotal role impacting the client experience.. This role... ...through advice, counsel, and facilitation, directly affecting team performance and supports...Full time- ...Commercial Term Lending Team Client AssociateAre you a self-starter... ...lender as a Client Associate on our multifamily lending sales... ...Development skills is the key to success and advancement.Job ResponsibilitiesDevelop... ...plan which includes direct mailings, thought leadership...Work at office
- ...Wealth Management Client Associate Dallas, Texas To proceed with your application, you must... ...our workforce and positively impact the communities we serve. Job Description... ...the role, you may be required to work onsite in accordance with the workplace excellence...Seasonal workWork at officeWork from homeShift workDay shift
$45k - $70k
...branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a... ...to our communities, and achieving success that is mutual. A comprehensive Total... ...to make a difference and lasting impact Work in a dynamic, collaborative, progressive...Full timeFlexible hours- ...and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based... ...nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and...Full timeTemporary workPart timeWork experience placementWork at office
- ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...strengthening our workforce and positively impact the communities we serve. Job Description... ...the role, you may be required to work onsite in accordance with the workplace...Seasonal workWork at officeWork from homeShift workDay shift
- ...We’re Hiring: Client Operations Associate, Dallas Ready to Elevate Your Career? We are looking for... ..., and process management rather than direct client interaction. What We Do... ...working across multiple platforms Success in This Role High accuracy and low...Temporary workWork at office
$16 - $40.87 per hour
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...with a client first mindset, a successful candidate for this role will have strong... ...documents in a clerical capacity at the direction of the client and/or FA/PWA...Hourly payTemporary workWork at officeLocal area- ...the need to escalate for troubleshooting Client Services issues in a timely manner.... ...those that must be met by an employee to successfully perform the essential functions of this... ...employee contributes to customer service by directly serving our members or supporting those...Work experience placementWork at officeFlexible hoursWeekend workAfternoon shift
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and... ...with a client first mindset, a successful candidate for this role will have strong... ...documents in aa clerical capacity at the direction of the client and/or FA/PWA/team...Work at officeLocal area
$45.57k - $74.87k
...Client Manager Associate, Premier Market The Client Manager Associate, Premier Market will assume... ...and Claims. This position will also directly work with Sales Representatives to uncover... ...renewal and negotiation requests. A successful candidate must demonstrate strong...Temporary workWork experience placementH1bLocal areaRemote workWork from homeVisa sponsorshipWork visa- ADP is hiring an Associate Account Manager in Dallas to serve as the front-line for resolving client questions, guiding users on ADP technology, and maintaining high client satisfaction for companies with 50-999 employees. You will work in a metrics-driven call center,...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... .... As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...bring to our global workforce are directly linked to our success. We are an equal opportunity employer...
$16 - $40.87 per hour
...POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...handling estate needs as examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment...Hourly payTemporary workWork at officeLocal area- ...who are passionate about helping their clients and our teammates achieve more. If you’re... ...Role As a Client Transition Operations Associate, you'll play a vital role in executing Farther... ...to the growth of our platform. Your Impact Manage and execute the end-to-end client...
- ...Client Experience Associate Hybrid - Dallas, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with... ...client experience team, this is an opportunity to have a huge impact not just on the company, but on the entire wealthtech...Work experience placement
- ...banking, payments, and factoring services.Client Services AssociateAre you a customer-... ...strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment... ...branch goals, and make a meaningful impact, we invite you to become a part of our team...Local area
- ...Client Service Associate Client Service Associates help shape the future of service by modernizing the client experience through an elevated... ...maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use...Work at officeLocal areaWork visa
- ...clearing, loan closings, and other duties associated with the lending function Serve as... ...setting, calendar management, prospect or client research, or other functions associated... ...through all business functions Various direct client service support Other administrative...
$60k - $90k
...Base pay range $60,000.00/yr - $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...Full time- Third Bridge Group in Dallas seeks a Client Services Summer Associate to source industry experts and connect clients with the right expertise. You... ...potential for a full-time offer post-graduation. This 10-week program is onsite in Dallas. #J-18808-Ljbffr Third Bridge GroupFull timeSummer work
- ...RBC Wealth Management presents an opening for a Client Associate/Registered Client Associate in Dallas. You will support financial advisors, manage client inquiries, onboard accounts, and ensure compliance while handling transfers, trades, and documentation. The role...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Onsite Client Success Associate - Direct Client Impact. Be the first to apply!
- client account associate Dallas, TX
- client solutions associate Dallas, TX
- client relationship associate Dallas, TX
- client engagement associate Dallas, TX
- client account associate
- client success associate
- client services associate
- seasonal client associate
- client solutions associate
- senior client service associate



