Wealth Client Services Specialist
simmonsbank
Simmons First National Corporation is seeking a Trust Assistant to provide high-level customer service to Institutional and Private Wealth clients. The role handles correspondence, supports private wealth and related departments, and ensures client records are properly documented. The position involves assisting with client accounts, preparing reports, and maintaining compliance with bank policies and regulations. Strong communication and MS Office skills are essential. #J-18808-Ljbffr simmonsbank
- BOK Financial is seeking a Client Services Representative to work with The Private Wealth officers and high net worth clients across the investment management delivery platform. The role focuses on delivering superior client service with limited supervision, and may emphasize...Suggested
- Bank of America Merrill Wealth Management is seeking a dedicated professional to support a team of Financial Advisors with client service, operations, and wealth management tasks. The role involves close collaboration with advisors to ensure high-quality service and efficient...SuggestedWork at office
- ...Trust Assistant to provide high level support for Private Wealth and Institutional clients. You will handle correspondence, maintain client records,... .... A HS diploma or GED and 2-4 years in a financial services environment are preferred; proficiency with #J-18808-Ljbffr...Suggested
- ...and deepen relationships with high-net-worth clients in the Dallas area. Lead cross-functional... ...deliver a branded client experience, including wealth planning, credit facilities, and asset management. Maintain high-touch service while expanding the bank's private banking...Suggested
$55k - $75k
...Client Service Specialist The Client Service Specialist plays a key role in delivering exceptional client experiences and supporting the growth... ...excellence. Responsibilities: Work alongside Wealth Managers with the transition and conversion from prospect to...SuggestedFull timeWork at officeFlexible hours- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$101.2k - $129.03k
...StatesWorkplace: HybridSchedule: Full timePosted: 2026-10-16As the Private Wealth Services Tax Senior Associate, you’ll perform compliance services for... ...high net worth, closely held business and family business clients - all with the resources, environment, and support to help...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Client Intake SpecialistFBT Gibbons LLP is a national law firm focused on serving companies... ...and geographies to deliver excellent service to our clients, colleagues, and the... ...We are currently seeking a Client Intake Specialist to support critical client onboarding and...Temporary workWork at officeRemote work
- ...Client Services RepresentativeInvest in your career with us! If you're looking for a job that combines a passion for innovation, opportunities... ...is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment...Work at office
- ...Northern Trust Company is seeking an experienced Personal Banker to service client accounts, process wires and transfers, and open/close accounts... ...accurate records and support relationship managers across wealth management services. Ideal candidates have 3-5 years of...
- ...big firms at a scale that works for our clients, with highly experienced bankers who truly... ...of complex operational processes and servicing activities. Manage high-risk operational... ...Operations Fraud & Financial Crimes Operations Wealth / Private Banking Operations Investment...Immediate startDay shift
$120k - $130k
...join the Dallas, TX office. As a part of a client advisor team dedicated to serving the... ...willing to provide the highest level of client service, professionalism, and confidentiality.... ...solutions, and communicate sophisticated wealth management topics in a concise,...Work at officeLocal area- Join to apply for the Customer Service Associate I role at Dollar... ...rewards to support your health, wealth, and mental well-being. In... ...notified about new Customer Service Specialist jobs in Richardson, TX .... ...Agent Team Member Team Lead, Client Experience Team, Client...Full timeContract workPart timeLocal areaImmediate startWork from home
- ...Client Relationship ManagerThis is a dynamic role where you own the client relationship, drive solutions, and bridge the gap between office strategy and warehouse execution. Own the Pipeline: Receive, process, and track client orders and shipping schedules from start...Work at officeNight shift
- ...Client Technology SpecialistThe Client Technology Specialist provides hands-on technical support and systems administration for a managed IT services provider supporting multiple business clients. This role owns technical issues from initial triage through resolution,...Work at officeRemote work
- ...Client Outreach ConsultantThe Client Outreach Consultant proactively contacts the organization... ...to introduce advisory products and services. Under general supervision, this position... ...publications, and contributes to overall Wealth team with sales and client service ideas,...Full timeWork at office
- ...Cox Automotive is seeking a Commercial Services Specialist II (Inside Administrator) to provide administrative support for commercial consignments... ...and auction processes. You will liaise between commercial clients, dealership personnel, auction operations and corporate...
- ...support a State Farm Agent team. You will grow the agency through client relations and act as a liaison between customer needs and agency departments, promoting relevant insurance products and services. As a sales-minded, sociable professional, you will contribute to...
$59k - $90k
...work and excellence. Job Description Position Summary: The Client Arrangements Specialist supports the Client Arrangements department through data... ...written and verbal communication skills Strong client service, analytical and problem-solving skills Excellent organizational...Full timeWork at office$20 - $22 per hour
...Client Service Specialist Syracuse, NY NurseCore is a national leader in medical staffing and home care. We are seeking a Client Service Specialist to support recruiting, scheduling, client relations, and daily branch operations in our Syracuse location. Compensation...Hourly payFull timeTemporary workWork at officeAfternoon shift$17 - $22 per hour
...Client Experience Specialist Archer Blackmon Dallas, Texas, United States About this position Animal Urgent Care offers emergency surgeries... ...with a diverse hospital team. A commitment to client service, patient safety, and quality care is essential. The ability...Hourly payFlexible hoursShift workWeekend workAfternoon shift$17 - $20 per hour
...Job TitleEssential Job FunctionsResponds to orders, general client inquiries, invoice questions and client complaints.Resolves issues with orders, delivery dates or service.Resolves the client's complaint; determining the cause of the problem; selecting and explaining...Hourly payAfternoon shift- ...Client Services Specialist – Energy Industry Remote: Must reside in CO, AZ, NM, OK, UT, WY, GA or TX Pay: $25–$35/hour W-2, depending on experience Contract: Through the end of 2026, with continuation or conversion dependent on business needs Red Oak Technologies...Contract workRemote work
- ...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...
- Tootsies in Dallas seeks a dedicated Client Services Specialist to join our team. This full-time role (40 hours/week) covers weekdays and Saturdays, with additional availability for special events. You will deliver exceptional service to customers and teammates, build...Full timeWeekday work
$21.34 per hour
Client Service Specialist - GRC Join a global leader in information services and risk management as a Client Service Specialist in Dallas. We provide critical solutions to finance and legal professionals globally. In this supportive, growth-focused environment, you will...Hourly payPermanent employmentTemporary workWork experience placementWork at officeMonday to FridayShift work- Opensity Solutions is seeking a Service Specialist to deliver on-site administrative and operational support within a client office. This role handles mail, copy/print, reception, hospitality, and facilities tasks while representing Opensity Solutions to clients and visitors...Work at office
- Job brief We are seeking a Remote Client Service & Success Specialist to support clients throughout their travel journey—from initial inquiry and trip planning to booking, pre-travel preparation, and post-trip follow-up. This role is ideal for a detail-oriented, service...Work at officeRemote work
- Security National Bank is seeking a Private Client Services Representative for an on-site role in Park Cities, Dallas, TX. The position supports the Private Client Services team by processing transactions, handling service requests, and ensuring client-authorized activity...
$45k - $52k
In this role, you would be called a Client Concierge. You will be one of the first people that anyone calling our office will speak with... ...Is willing to work hard to see that clients receive top-notch service and results. We are looking for someone who has character,...Work at office
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