Client Service Associate
Hilltop Holdings
Hilltop Securities is currently looking to hire a Client Service Associate to support its Independent Network (HTIN) brokerage firm. Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. Hilltop Securities Independent Network (HTIN) is a brokerage firm, which provides a home for independent registered representatives. We offer and support a broad range of customer services, including self-directed IRA accounts, research recommendations, and trust and money management services. We are looking to hire a Client Service Associate, and the qualified candidate will work for several financial advisors. This position will assist in servicing a large client base that is continually growing and provide remote, scalable and compliant administrative and client-service support to independent registered representatives to enhance client experience, reduce administrative burden, and improve operational consistency.
- ...Client Service Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether...SuggestedLive outWork at officeLocal areaFlexible hours
- ...Our client, a growing wealth management firm, is seeking a Client Services Associate to support the Advisors and help deliver an exceptional client experience. Responsibilities Manage executive calendars, meetings, travel, and correspondence Serve as a key point...SuggestedWork at office
- ...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...Suggested
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...SuggestedWork at officeImmediate start
- ...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...Suggested
- ...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 basis. Through regular interactions with clients, individuals in this role...Work at officeLocal area
- ...Client Service Associate Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing...Work at officeLocal area
- ...Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations... ...important people decisions. We help clients build better workplaces, where people feel... ...collaboration, and growth. As a Client Service Associate, you’ll play a key role in delivering...Full timeLive outWork at officeLocal areaFlexible hours
- ...Global Investors in Dallas, Texas, is seeking an experienced Administrative Support professional to assist in providing exceptional client service to institutional clients. The role involves managing data, producing reports, and coordinating communications for accounting...Work at office
$72k
Client Services Associate - January 2026 Start Overview Third Bridge provides expert research services to the biggest private equity funds, consulting firms, credit, and public equity funds across all regions. Our insights help them make fast, high-quality investment decisions...January startWorldwideFlexible hours$19 per hour
XBP Americas is hiring a Customer Service Rep II in Dallas, Texas. This role involves managing conference services and mail support, requiring a high school diploma and skills in organization and teamwork. The salary starts at $19.00/hour, and the position includes opportunities...- Morgan Stanley seeks a Registered Client Service Associate in Dallas, Texas. This role entails providing exceptional client service, supporting Financial Advisors, and handling administrative tasks. Candidates should possess a High School Diploma, preferably with two years...
- Position Description Title: Registered Client Service Associate, Dallas office Reports to: Chief Administrative Officer, Houston office Status: Full-time, non-exempt Job Summary The Registered Client Service Associate has their FINRA Series 7 and/or 66 license. You...Full timeWork at office
$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- 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 trusted relationships...Work 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...
- Goldman Sachs in Dallas is seeking a Client Operations professional to manage client relationships and deliver exceptional service. You will be responsible for responding to client inquiries, collaborating with sales for business development, and solving complex issues...
- A leading research service provider based in Dallas is looking for a Client Services Associate to partner with private equity investors and recruit industry experts. This role offers competitive pay starting at $72,000 with significant bonus potential and comprehensive...
- What You’ll 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...Work at officeImmediate start
- ...Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards... ...Qualifications 3+ years of experience in institutional client services or portfolio management support required. Bachelor’s degree...Work at office
- Garry Executive Search is representing a leading independent RIA in Dallas seeking a Registered Client Service Associate to join their growing team. This firm has built its reputation on integrity, trust, and long‑term client advocacy. They consistently rank among the...Work at office
- ...thrives in a fast-paced environment, enjoys supporting others, and takes pride in delivering an outstanding client experience? We’re looking for a Client Service Associate (CSA) to join our Dallas office and play a key role in serving our high-net-worth and multi-...Temporary workWork at office
- 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
- JPMorgan Chase & Co. is seeking a Client Service Associate to provide dedicated support for J.P. Morgan Advisors clients. This role involves managing client relationships, handling inquiries, and ensuring high-quality service across all deposit products. The ideal candidate...
- ...Client Service Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether...Live outWork at officeLocal areaFlexible hours
- ...class investment solutions to the firm's clients. Job Summary & Responsibilities... ...establish operational flows and respond to service requests and inquiries. Coordinate controls... ...157412 Job Category Senior Associate Posting Date 05/04/2026, 03:31 PM...Work at office
- Garry Executive Search is representing a leading independent RIA in Dallas seeking a Registered Client Service Associate to join their growing team. This role supports high-net-worth clients, ensuring precision in account activity and client communications. Ideal candidates...Work at office
- ...of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the... ...tailored to clients’ specific needs. As a Client Service Associate with J.P. Morgan Advisors, you will be the primary...Work at office
- Job Identification 210684583 Job Category Client Service Delivery Business Unit Consumer & Community Banking Posting Date 01/22/2026, 08:... ...Schedule Full time Job Shift Day Job Description The Client Service Associate is the primary point of contact for all deposit account...Full timeWork at officeShift work
- ...Client Onboarding New Account Approver At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial...
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