Client Services Associate
Veritext Corp
Client Services Associate/Representative (Texas) Our clients count on us to make the legal process seamless and efficient from scheduling court reporters and legal videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go‑to expert for attorneys and legal teams after the deposition wraps, helping them stay on track and ready for court. You’ll handle transcript delivery, troubleshoot issues, manage changes or corrections, and follow up to ensure expectations are exceeded and every client walks away impressed. What you'll get to do: Build and maintain strong relationships with and provide support to our trusted partners (reporters, agencies, videographers, interpreters, etc.) and all other outside vendors, as applicable, treating them as valued extensions of our team Respond to all client requests received via email and/or phone queue timely Resolve issues and/or escalate as needed; collaborate with applicable departments and/or colleagues to ensure prompt and accurate resolution Proactively track assignment deadlines, ensuring all tasks are completed on time and any potential delays are communicated promptly to stakeholders Communicate any updates or changes to orders promptly and accurately to partners, ensuring alignment and timely execution of services The kind of teammate we’re looking for: Client‑centric mindset with the ability to build strong, loyal relationships and handle sensitive client needs with care Deliver responsive, solutions‑oriented service quickly and kindly in a clear, professional manner with excellent follow‑up etiquette Bold thinker – you thrive under pressure and love to solve tough problems in creative ways A proactive mindset – you anticipate needs before they arise and if there’s a problem, you’re already solving it Confident juggling timelines, priorities, and multiple clients at once with grace Adaptable, open to ongoing change and collaboration A laser‑sharp eye for detail and strong organizational skills Comfort with technology, including proprietary software 2‑4 years of professional experience, familiarity with court reporting or legal services is a huge plus What’s in it for you: Competitive compensation and total rewards package including comprehensive medical, dental and vision insurance as well as company‑paid life insurance, short‑term and long‑term disability insurance Healthy work‑life balance: hybrid work structure , paid time off, paid parental leave, tuition reimbursement and more Employee equity and referral programs: when we succeed, you succeed! Extensive mental health and wellness benefits – to help you feel your best and thrive personally and professionally Matched 401(k) to help you save for your future Earned wage access: get a portion of the wages you earned prior to payday Learning and development opportunities including ongoing training, mentorship, and access to resources that support your personal and professional growth Engaging, collaborative, inclusive culture that values curiosity, initiative, and creativity About this posting: Compensation ranges, when noted, represent the expected base pay compensation range for this role. Ultimately, a number of factors including, but not limited to, your prior job‑related knowledge and experience, geographic location, and qualifications will be considered when determining your pay and we may pay more or less than the posted range. Equal Employment Opportunity Veritext does not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, veteran status, sexual orientation, marital status or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment. Veritext participates in E‑Verify and will provide the federal government with your Form I‑9 information to confirm that you are authorized to work in the U.S. #J-18808-Ljbffr Veritext Corp
$140k
Job DescriptionClient Service Associate, Investment ServicesUSA RemoteUp to $140,000ShortList is recruiting for a Client Service Associate for a specialist investment advisory firm with an established client base of credit unions and banks across the United States.The...SuggestedPermanent employmentInternshipWork at officeRemote work- ...- so legal teams can focus on the case. About the role:Our clients count on us to make the legal process seamless and efficient... ...are delivered on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go-to expert for attorneys...SuggestedTemporary workSummer workLocal areaRemote work
$60k - $90k
...0,000.00/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 seeks a Client Services Associate...SuggestedFull time- ...At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving... ...We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will...SuggestedWork at officeRemote work
- ...Client Service Associate A leading global wealth management firm is seeking a client service associate to join its centralized team in Dallas, TX. This role supports ultra high net worth clients on the west coast and offers a long-term career path with opportunities for...SuggestedShift work
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$60k - $90k
...0,000.00/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 seeks a Client Services Associate...Full time- ...Private Wealth Management Registered Client Service Associate Join to apply for the Private Wealth Management Registered Client Service Associate role at Morgan Stanley Private Wealth Management Registered Client Service Associate 3 days ago Be among the first 25 applicants...Full timeWork at officeLocal area
- ...Client Service Associate Our client is a boutique wealth management firm serving high-net-worth families with complex financial lives. We're hiring a Client Service Associate to be the operational backbone of the firm. The person who keeps the back office running flawlessly...Work at office
- ...Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions... ...make necessary adjustments Providing outstanding customer service to our clients Inventory management Demonstrates strong technical...Work at office
- ...Job Description: Holmes Murphy Client Service Internship - Summer 2027 Dallas, TX (Onsite) Are you looking to dive into the world of insurance... ...in a customer service or administrative role. Holmes Murphy & Associates is an Equal Opportunity Employer. #J-18808-Ljbffr...Work experience placementSummer workInternshipSummer internship
$16 - $40.87 per hour
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Hourly payTemporary workWork at officeLocal area- ...proposition by presenting the Bank’s products and services in a manner that increases the inherent... ...wires, initiating letters of credit and associated confirmations, processing safekeeping... ...the need to elevate for troubleshooting Client Services issues in a timely manner....Work experience placementWork at officeFlexible hoursWeekend workAfternoon shift
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work at office
$19 per hour
...Client Service Associate National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers' evolving needs. We offer home, auto and accident and health insurance, as well as other specialty...Work at officeShift work- ...meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- A leading global wealth management firm is seeking a Client Service Associate to join its centralized team in Dallas, TX. This role supports Ultra High Net Worth (UHNW) clients on the West Coast and offers a long-term career path with opportunities for continued learning...Permanent employmentTemporary workWork experience placementShift work
- ...people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and... ...YOU WILL FULFILL YOUR POTENTIALWe’re looking for an Associate to be part of our best-in-class Service Team within...Work experience placement
- ...We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures... ..., customer-focused professional to join our team as a Client Service Associate (Teller) at our Richardson, TX branch. In this front-line...Full timeFlexible hours
- Job Summary & ResponsibilitiesPrime Services delivers financing, clearing, and risk management... ..., and OTC markets. Analysts and Associates serve as the primary point of contact for... ...accounting and operations professionals at these clients managing client relationships,...
$22 - $26 per hour
...This is an entry-level, on-site position that provides responsive, relationship-focused service to clients through direct communication and onsite support. The role is designed for a people-oriented candidate who enjoys working in a collaborative environment and communicating...- ...Client Support Associate Elevare Branding is a forward-thinking company dedicated to helping brands grow through strategic marketing, customer... ...while supporting internal teams to maintain high standards of service and communication. Responsibilities Serve as a primary...Full time
- ...fully virtual team, supporting union members and credit union clients nationwide. These individuals have requested information about... ...suited for professionals with a background in benefits, financial services, client advising, or consultative roles who are looking for...Weekly payFull timeRemote workFlexible hours
- ...Private Client Associate Account Executive The Private Client Associate Account Executive provides day-to-day account servicing support to Account Executives and service teams. This role is responsible for processing policy changes, preparing client correspondence,...
$53k - $77k
...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner... ..., onboarding clients, proving the concept of Gartner services, and stimulating client engagement of products. New Client...InternshipFlexible hours- ...comprises ~1200 professionals across the globe. It consists of four broad functional areas, Client Operations, Investment Operations, Enterprise Operations and Management and Shared Services, all of whom work in a dynamic environment where control, client service and...
- ...opportunities to collaborate on meaningful work with clients in a variety of industries and work together with other associates across practices. You’ll not only be able to... ...Works effectively in teams to provide quality service to clients Gains a comprehensive understanding...Local areaImmediate start
$87.36k - $131.04k
...United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role... ...constant communication. Provides the highest level of customer service and teamwork.Ensure all documentation is current, accurate, and...Full time- Cotality, a leading property intelligence company, seeks a Customer Support Associate to help clients by answering inquiries, logging interactions and ensuring service quality across the team. You’ll work under supervision within a collaborative, SLA‑driven environment,...Flexible hours
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeDay shift
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