Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Associate

Veritext Legal Solutions

At Veritext, we focus on the details – so legal teams can focus on the case. About the role: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. If you love follow-through, attention to detail, and making sure nothing slips through the cracks, this is your moment.This role will be filled at the Representative or Associate level depending on experience.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 teamRespond to all client requests received via email and/or phone queue timelyResolve issues and/or escalate as needed; collaborate with applicable departments and/or colleagues to ensure prompt and accurate resolutionProactively track assignment deadlines, ensuring all tasks are completed on time and any potential delays are communicated promptly to stakeholdersCommunicate any updates or changes to orders promptly and accurately to partners, ensuring alignment and timely execution of servicesThe kind of teammate we’re looking for:Client-centric mindset with the ability to build strong, loyal relationships and handle sensitive client needs with careDeliver responsive, solutions-oriented service quickly and kindly in a clear, professional manner with excellent follow-up etiquetteBold thinker – you thrive under pressure and love to solve tough problems in creative waysA proactive mindset – you anticipate needs before they arise and if there’s a problem, you’re already solving itConfident juggling timelines, priorities, and multiple clients at once with graceAdaptable, open to ongoing change and collaborationA laser-sharp eye for detail and strong organizational skillsComfort with technology, including proprietary software2-4 years of professional experience, familiarity with court reporting or legal services is a huge plusWhat’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 insuranceHealthy work-life balance: hybrid work structure, paid time off, Paid Parental Leave, tuition reimbursement and moreEmployee 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 professionallyMatched 401(k) to help you save for your futureVeritext Cares: our commitment to making a difference beyond the workplace, supporting local causes and paying it forward to the communities we live and work inEarned wage access: get a portion of the wages you earned prior to paydayLearning and development opportunities including ongoing training, mentorship, and access to resources that support your personal and professional growthEngaging, collaborative, inclusive culture that values curiosity, initiative, and creativity with unique programs like Veritext Summer Camp and Wellness Week– because work should be rewarding and fun!About Veritext:Veritext is the global leader in technology-enabled court reporting services and litigation support solutions with a proven track record of industry excellence. For law firms, government agencies and enterprise corporations, we provide access to innovative technologies and remote solutions, the highest-quality network of reporters and legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service, and state-of-the-art conference spaces across North America. Veritext is committed to delivering comprehensive, client-focused legal solutions that address the evolving needs of the legal industry. Our solutions utilize the latest easy-to-use technologies to streamline the deposition process and reliably handle the most complex cases. All of this combined with unsurpassed data security ensures that Veritext clients have the best tools available and the confidence of working with the market leader.Veritext aspires to create a community based on collaboration, innovation, creativity and belonging. Our collective success depends on the robust exchange of ideas – an exchange that is best when the rich diversity of our perspectives, backgrounds and experiences flourish. To achieve this exchange, it is essential that all individuals and stakeholders feel and experience an environment where they are welcome, safe, secure, and heard. As such, we do 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.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.If you need an accommodation for any part of the applicant process because of a medical condition or disability, please send an email to View email address on click.appcast.io or call a member of our People Team to let us know the nature of your request.Please be aware of fraudulent recruiting activities. Veritext will only contact candidates through official @veritext.com email addresses. We will never ask for sensitive personal information or payments during the hiring process. If you are ever unsure about the legitimacy of a communication or have been asked for any of the above, please contact us directly at View email address on click.appcast.io 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. JobFamilyClient ServicesJobFunctionClient ServicesPayTypeHourlyHiringMinRate21HiringMaxRate25

Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Dallas, TX vacancy
  •  ...POSITION SUMMARY: Registered 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... 
    Suggested
    Work at office
    Local area

    PowerToFly

    Dallas, TX
    4 days ago
  • 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... 
    Suggested
    Permanent employment
    Temporary work
    Work experience placement
    Shift work
    Dallas, TX
    1 day ago
  •  ...Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards...  ...~3+ years of experience in institutional client services or portfolio management support required.  ~ Bachelor’s degree... 
    Suggested
    Full time
    Work at office

    Barrow Hanley Global Investors

    Dallas, TX
    26 days ago
  •  ...Job Description: 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... 
    Suggested
    Work at office

    Financial Planner Recruiting, LLC

    Dallas, TX
    2 days ago
  •  ...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... 
    Suggested
    Shift work

    Randstad

    Dallas, TX
    8 hours ago
  •  ...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... 
    Hourly pay
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours

    Brighton Jones

    Dallas, TX
    a month ago
  •  ...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... 
    Work at office
    Local area

    Morgan Stanley

    Dallas, TX
    1 day ago
  •  ...Senior Client Service Associate Lead with purpose. Partner with impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent... 

    Kestra Holdings

    Dallas, TX
    1 day ago
  •  ...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

    Goldman Sachs

    Dallas, TX
    3 days ago
  •  ...professional to provide administrative support to institutional clients and consultants across equity and fixed income strategies. The...  ...responses. Ideal candidates have 3+ years in institutional client services or portfolio management support, a Bachelor’s degree, and... 
    Work at office

    Barrow Hanley Global Investors

    Dallas, TX
    4 days ago
  • 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... 
    Work at office
    Remote work

    Network Firms

    Dallas, TX
    1 day ago
  • Prairie Capital, part of Focus Financial Partners, seeks a highly motivated Client Service Associate to support advisors and serve sophisticated clients with investment analysis, wealth transfer planning, and family office administration. You will help with day-to-day... 
    Work at office

    Focus Financial Consultants

    Dallas, TX
    2 days ago
  • $77k - $102k

    Third Bridge in Dallas, Texas, is seeking a Client Services Associate to accelerate decision-making by connecting clients with industry experts. This role offers a dynamic career launchpad, emphasizing professional growth through hands-on experience in sales, account management... 

    Third Bridge

    Dallas, TX
    1 day ago
  •  ...innovative individuals to help take the team to the next level. Typical day-to-day tasks include: Conducting virtual consultations with clients. Assessing clients’ needs and imparting knowledge on solutions. Cultivating lasting client relationships through consistent,... 
    Weekly pay
    Work from home
    Flexible hours

    Medium

    Irving, TX
    2 days ago
  • $35k - $85k

     ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Syracuse, NY
    2 days ago
  •  ...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 time
    Flexible hours

    California Bank & Trust

    Dallas, TX
    1 day ago
  • 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,... 

    Goldman Sachs

    Dallas, TX
    3 days ago
  •  ...department. The role provides frontline help and assists Trust Officers with administrative duties for trust accounts, including regular client communications. The position emphasizes confidentiality, adherence to compliance training, and collaboration with officers to... 

    Centennial-Bank

    Addison, TX
    22 hours ago
  • $77k - $102k

    Join Third Bridge Group in Dallas as a Client Services Associate, where you’ll develop commercial awareness and business acumen. This fast-paced role involves engaging industry experts to provide valuable insights for clients. You'll own projects, cold call experts, and... 

    Third Bridge Group

    Dallas, TX
    3 days ago
  • Goldman Sachs is seeking an Associate for the RIA Custody Client Services team within the Advisor Solutions business. You will deliver shared service across multiple B2B clients and ensure overall satisfaction of Registered Investment Advisor firms. You will help drive... 

    Socket.dev

    Dallas, TX
    22 hours ago
  • Goldman Sachs is seeking an Associate for the Global Banking Markets Operations - RIA Custody Client Services in Dallas. You will join a client-focused service team supporting Registered Investment Advisors and partner across GSAS to deliver tailored solutions that drive... 

    Goldman Sachs Group, Inc.

    Dallas, TX
    1 day ago
  • Job Summary & Responsibilities Prime 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,... 

    Goldman Sachs

    Dallas, TX
    22 hours ago
  • Job Summary & Responsibilities Prime 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,... 
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    Dallas, TX
    22 hours ago
  •  ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks...  ...thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so... 
    Work at office

    Farther

    Dallas, TX
    1 day ago
  • Farther is seeking a highly organized, client‑facing support professional to own the full client service lifecycle for a boutique wealth management practice. You will monitor daily client needs, execute money movements and rebalancing, and keep the advisor focused on planning... 

    Farther

    Dallas, TX
    1 day ago
  • Prairie Capital in Dallas seeks a highly motivated Client Service Associate to support advisors and sophisticated clients with investment analysis, wealth transfer planning, family office administration, and day-to-day client service. The ideal candidate is intellectually... 
    Work at office
    Remote work

    Network Firms

    Dallas, TX
    1 day ago
  • A leading financial institution located in Dallas is seeking a motivated Client Associate to provide exemplary client service in a dynamic environment. Candidates must possess the appropriate FINRA licenses or obtain them after hiring. The role emphasizes building and... 
    Work at office

    Bank of America

    Dallas, TX
    22 hours ago
  •  ...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 pay
    Full time
    Remote work
    Flexible hours

    AO Globe Life

    Garland, TX
    6 days ago
  •  ...Client Support Associate Elevare Branding is a forward-thinking company dedicated to helping brands grow through strategic marketing, customer...  ...supporting internal teams to maintain high standards of service and communication. Responsibilities Serve as a primary... 
    Full time

    Alphabe Insight

    Dallas, TX
    3 days ago
  •  ...motivated and ambitious individuals to join our growing team as a Client Relations Associate. This role is ideal for candidates who enjoy working with...  ...providing personalized solutions Deliver exceptional service throughout the customer experience Support client... 
    Full time
    Immediate start

    Pro-Active

    Dallas, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!