Client Services Associate — Financial Accounts & Support
Stifel
Stifel is looking for a Client Services Associate in Dallas, Texas. The role involves supporting Financial Advisors with client accounts, performing a range of administrative tasks, and ensuring exceptional customer service. Candidates should possess a high school diploma and have at least 2 years of relevant experience. Key responsibilities include maintaining client records, providing support for account-related inquiries, and assisting with various operational functions. Proficiency in Microsoft Office applications is essential. A comprehensive benefits package is offered. #J-18808-Ljbffr Stifel
- ...Client Service Associate Client Service Associates help shape the future of... ...Responsibilities: Client Support Cultivate and enhance new... ...and maintain client accounts, including collecting client... ...alerts Other Partner with Financial Advisor(s) in developing a...FinancialAccountsWork at officeLocal area
- ...Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to...FinancialAccountsWork at officeImmediate start
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily... ...related questions concerning client accounts, including relaying stock...FinancialAccountsWork at officeLocal area
- POSITION SUMMARYClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...related questions concerning client accounts, including relaying stock positions and providing...FinancialAccountsWork at officeLocal area
$54k - $65k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they... ..., appointment preparation, and supporting the completion of required paperwork. Supervise client account activity, researching and resolving issues...FinancialAccounts- ...Job Description Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established... ..., helping them navigate everyday account questions, and being the steady... ...custodian (Raymond James). • Support the Chief Compliance Officer with...FinancialAccountsWork at office
- ...Our client, a growing wealth management firm, is seeking a Client Services Associate to support the Advisors and help deliver an exceptional client... ...with client onboarding, account maintenance, and... ...support, wealth management, financial services, or a related field...FinancialAccountsWork at office
$60k - $90k
...GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth... ...Services Associate to support Private Wealth Clients and... ...Firm provides sophisticated financial advisory and investment management... ...meetings Coordinate new account opening and client...FinancialAccountsFull time- ...Partner with Impact. The Senior Client Service Associate reports to the Operations... ...team. What You’ll Do Account Servicing (generating /processing... ...5 years of experience. Financial advisory i ndustry... ...approved by EVP. Benefits to support you Competitive pay and benefits...FinancialAccounts
- ...paced environment, enjoys supporting others, and takes... ...delivering an outstanding client experience? We’re looking for a Client Service Associate (CSA) to join our... ...collaborative, high-performing financial team. What We Do... ..., review, and submit account applications, transfers...FinancialAccountsTemporary workWork at office
- ...Client Service Associate At Gallagher Benefit Services, you're a trusted partner to organizations... ...better workplaces, where people feel supported, empowered, and inspired to thrive.... ...1(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement...AccountsLive outWork at officeLocal areaFlexible hours
- ...management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities... ...planning support, meeting preparation, and maintaining financial plans. This role requires a Bachelor’s Degree and 3+...Financial
- Morgan Stanley is seeking a Client Service Associate in Dallas, Texas. The role requires excellent organizational and interpersonal skills to support Financial Advisors and enhance client relationships. The successful candidate will manage client interactions, assist with...Financial
- Cresset Capital is seeking an experienced Associate for Client Administration in Dallas, TX to support the Partner Advisory team. This role involves managing... ...administrative roles, particularly within the financial services sector, and proficiency in MS Office...Financial
- ...Client Service Rep Dallas Branch - Dallas, TX 75206 Overview Position... ...customers and identifying financial needs. A successful CSR will... ...unique needs Opening new accounts and assisting customers as... ...interpersonal skills to support customer complaint resolution...FinancialAccountsFull timeFlexible hoursShift work
$19.56 per hour
...Clinic Services Associate Agency: Texas A&M University Health Science... ...individual who subscribes to and supports our commitment as stated... ...for multiple clinics. Financial/Records: Collects payments... ...patient's financial accounts. Balances monies received...FinancialAccountsHourly payWork at officeMonday to FridayFlexible hours- ...exceptional customer service and we look for team members... ...partnerships with our clients. Because at the end of... ...phone, email and chat supporting transportation... ...Holistically reviews client accounts, pending invoices and... ...as needed Triumph Financial, Inc. and its...FinancialAccountsWork at officeLocal area
- ...a full-time Wealth Client Management Consultant... ...with one to several financial advisors to service and retain wealth client... ..., reports, new account paperwork, and advisory... ..., respected, and supported. It is our intent to... ...texture or hairstyles associated with race), religion...FinancialAccountsFull timeTemporary workWork experience placementWork at officeLocal areaFlexible hours
- ...About The Role As a Client Specialist at Baird, you’ll play a pivotal role... ...in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart... ...managing communications, supporting account operations, and helping organize...FinancialAccountsWork experience placementWork at office
- ...recognized, award-winning financial institution that has... ...innovative financial services and guidance to the... ...’s most sophisticated clients using leading technology... ...Major Duties Coordinates account administration for... .... Engages the Client Support Services Team on execution...FinancialAccountsWork experience placementFlexible hours
- ## Sr Account Mgr, WM AdvisoryApplylocations: Dallas... ...recognized, award-winning financial institution that has... ...innovative financial services and guidance to the... ...’s most sophisticated clients using leading technology... ...6. Engages the Client Support Services Team on execution...FinancialAccountsWork experience placementFlexible hours
- ...Client Service Specialist We are looking to add a Client Service... ...in managing client accounts and provide support to internal service team.... ...important not only with your financial wellbeing, but also your... ...that?! Holmes Murphy & Associates is an Equal Opportunity...FinancialAccountsFull timeContract workWork at office
- Overview Sr. Associate, Client & Advisor Services role at Focus Financial Partners Location: Dallas, TX Position Summary SCS... ...integral operating functions that support the Private Client Group. As a... ...Provide support in establishing new accounts and account maintenance....FinancialAccountsWork at office
$57.5k - $98.9k
Client Service Consultant, PC page is loaded## Client Service... ...on qualifying accounts and development of client... ...relationships that support their unique potential... ...— not only with your financial wellbeing, but also your... ....*Holmes Murphy & Associates is an Equal Opportunity...FinancialAccountsFull timeWork experience placement$70k - $110k
...at the forefront of financial services, housing two SEC registered... ...a polished Premier Client Service Specialist to... ..., dedicated support to our high-net-worth... ...white-glove service for account onboarding, asset transfers... ...the key relationship associate for MFI premier...FinancialAccountsWork at officeLocal area- Garry Executive Search is recruiting a Wealth Management Associate for a well-established firm in Dallas. This role involves supporting client onboarding, processing paperwork, and maintaining accurate client information. The ideal candidate should have prior wealth management...
- 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...Work at office
- ...commitment to delivering exceptional service and innovative solutions. As a Client Service Consultant , you’ll... ...with large and complex accounts to provide tailored support that meets their unique needs... ...renewals, open enrollment, and financial planning. Identify...FinancialAccountsFull timeLive outWork at officeLocal areaFlexible hours
$17.2 per hour
...As a Billing Customer Service Representative, you'll... ...compassionate and empathetic support to 50 to 70 callers... .../Flex Time FinFit financial coaching and services... ...option Flexible Spending Accounts Annual incentive... ...Identification 60932 Job Category Client Services Posting Date...FinancialAccountsHourly payFull timeWork at officeMonday to FridayFlexible hoursShift work- ...preliminary collections and financial counseling services to unfunded patients. This... ...diploma/GED required. Associate degree preferred. CHAA,... ...as patient, registration/accounting system, document imaging,... ...terminology. Must be willing to support on the job training of new...FinancialAccountsContract workShift work
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