Client Services Specialist — Financial Advisory Support
Edelman Financial Engines
Edelman Financial Engines is looking for a Client Service Associate to improve client relationships and provide high-quality customer service. This role involves coordinating client meetings, supervising account activities, and preparing account paperwork. Strong communication skills and a good understanding of finance are required. Ideal candidates should have relevant experience and the ability to manage multiple tasks efficiently while maintaining confidentiality. The position offers competitive compensation and bonus opportunities. #J-18808-Ljbffr Edelman Financial Engines
- ...recognized, award-winning financial institution that has... ...innovative financial services and guidance to the... ...’s most sophisticated clients using leading technology... .... Engages the Client Support Services Team on execution... ...estate, guardian and advisory services and products,...FinancialWork experience placementFlexible hours
- ...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... ...estate, guardian and Advisory services and products,...FinancialWork experience placementFlexible hours
$30.77 - $41.92 per hour
...Association of America is looking for a Client Outreach Consultant in Dallas,... ...to existing clients, uncovering financial planning gaps, and scheduling advice service appointments. Candidates should... ...benefits package that supports associates' well-being. #J-18808-...FinancialHourly pay- A financial services firm in Dallas is seeking a Senior Client Service Associate to enhance the efficiency of the Operations Manager. The successful candidate will... ...of experience in client services and financial advisory, the role promises a competitive salary and comprehensive...Financial
- A financial advisory firm in Dallas is seeking a Client Service Representative (CSR) to provide high-touch support for clients. The role involves managing client communications, preparing account documentation, and assisting with financial planning tasks. Ideal candidates...Financial
$70k - $120k
...stands at the forefront of financial services, housing two SEC... ...and innovation. Premier Client Service Specialist Office Location: Dallas,... ..., and provide white-glove support to resolve their challenges... ...trading, sales, or investment advisory. Familiarity with U.S. and...FinancialFull timeContract workWork at officeLocal area- ...The Corham Agency | Financial Advisory is a growing life, health, and financial services agency focused on educating and empowering... ...Advisor role combines consultative client service with a structured... ...the agency provides licensing support, structured onboarding, and ongoing...FinancialRemote workFlexible hours
$120k - $140k
...Tax Manager, Transaction Advisory Services The Tax Manager, Transaction Advisory... ...are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the... ...reflected in their financial models, and assists clients in...Financial- A leading financial services firm based in Dallas is seeking a Client Support Specialist to enhance client relationships and provide support for banking products and services. The ideal candidate will have a strong background in customer service with exceptional communication...Financial
$70k - $110k
A leading financial services firm in Dallas, TX is seeking a Premier Client Service Specialist to deliver exceptional support for high-net-worth clients. The ideal candidate has strong communication skills, is bilingual in Chinese and English, and possesses over 3 years...Financial$95.4k - $180.4k
...of professional services to the middle market... ..., empowering our clients and people to... ...guidance and customized advisory services to... ...trusted partner, supporting families with defining... ...and technical specialists across key... ...risk management, or financial structures. Advanced...FinancialTemporary workWork experience placementInternshipWork at officeLocal area- A financial advisory firm in Dallas is seeking a Senior Client Service Associate to enhance client servicing and provide support to top executives. This role requires over 5 years of experience in client services and the financial advisory industry, alongside strong communication...Financial
- ...Tax Director, Transaction Advisory Services The Tax Director, Transaction... ...with partners and internal support functions (BD, marketing,... ...Builds and manages significant client relationships (new and... ...computations reflected in their financial models, and assists clients...FinancialFull timeWork at office
- A leading financial services firm is seeking a Private Client Advisor in Dallas, Texas. The role involves providing comprehensive... ...of experience in a financial advisory role, possess necessary licenses,... ...offers the opportunity to support clients through financial coaching...Financial
$30.77 - $41.92 per hour
...Client Outreach Consultant (T) Key Responsibilities... ...organization’s advice services with the goal of scheduling... ...of the organization’s advisory services. Uncovers clients’ potential financial planning gaps that often... ...status. Accessibility Support TIAA offers support for...FinancialWork experience placement$70k - $110k
...Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside... ...Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support to our high-net-worth (HNW) and premier...FinancialWork at officeLocal area- ...seeking a full-time Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth client relationships... ...new account paperwork, and advisory agreements Works with... ...seen, respected, and supported. It is our intent to maintain...FinancialFull timeTemporary workWork experience placementWork at officeLocal areaFlexible hours
- ...Client Service Specialist We are looking to add a Client Service Specialist to join our Employee... ...managing client accounts and provide support to internal service team. Support... ...growth is important not only with your financial wellbeing, but also your career wellbeing...FinancialFull timeContract workWork at office
- ...Treasury Management Client Services Specialist PlainsCapital Bank is currently looking to hire a... ...installation, system testing and ongoing support for deposit direct clients. Acts... ...experience in client/customer support in a financial services environment required;...FinancialFull timeCurrently hiringWork at officeLocal area
- ...Premier Client Service Specialist Moomoo Financial Inc. is seeking a client-focused professional to manage relationships with our high-net-worth clientele... ...about the markets, and provide white-glove support to resolve their challenges. Office Location: Dallas...FinancialWork at office
$18.75 - $23.55 per hour
...Client Services Coordinator The Client Services Coordinator serves as... ...Planning Software. Provide support for scheduling consultations... ...support experience in financial services, estate planning, or... ...winning wealth management and advisory platforms, comprehensive broker...FinancialHourly payWork experience placementWork at office- ...accounts. The Commercial Client Onboarding Specialist communicates directly with... ...matters relating to account/service on-boarding. Responsible... ...with high-touch, value added support and ensuring all... ...families, encompassing physical, financial, emotional and social well...FinancialWork at officeImmediate start
- BFS Advisory Group is seeking a Client Service Representative (CSR) for our team. The CSR supports the advisory team and ensures clients receive high‑touch, proactive, and accurate... ...for supporting the Client Service, Financial Planning, and Investment teams for ongoing...FinancialWork at officeWork from home
- ...Client Specialist at Baird 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 of the client experiencecoordinating onboarding, managing...FinancialWork experience placementWork at office
- ...Accounting Associate to join our Oil & Gas Client Accounting and Advisory Services (CAAS) team. The Senior Accounting... ...CAAS team provides a full suite of financial advisory services, including month-... ..., technology implementation, and support services, CFO level consulting, and...FinancialSummer holidayLocal area
- ...Senior Client Accounts Specialist We are seeking a Senior Client Accounts Specialist to join... ...client account management, customer service and financial analysis, ideally within the legal... ...dependent care; senior care planning support; resources for individuals with development...FinancialTemporary workWork experience placementWork at office
$110k - $130k
...Finance & Accounting Manager - Advisory Services Location: Dallas, TX... ...and partner directly with our clients on a wide range of accounting... ...who enjoys solving complex financial and accounting challenges across... ...practical improvements. Support clients with technical accounting...Financial- ...Blackwell LLP is a full-service litigation and... ...United States, serving clients with domestic and international... ...our Client Delivery Specialists (Commercial Litigation... ..., and administrative support while reducing... ...Billing, Collections & Financial Coordination Assists...FinancialWork at office3 days per week
- ...meaningful work with clients in a variety of industries... .... The Transaction Advisory team at Bennett Thrasher... ...to provide quality service to clients Gains a comprehensive... ...those concepts in the financial due diligence work.... ...Contributes and supports new ideas on internal...FinancialLocal areaImmediate start
$70k - $100k
...Associate Join Aprio's Client Accounting Services team and you will help clients... ...opportunities. Aprio Advisory Group, LLC is a progressive... ...work in a collaborative, supportive and congenial environment... ...scalability, and accurate financial reporting. Gain hands-on...FinancialFull timeLocal areaRemote workFlexible hours
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