Client Service Associate
TradeJobsWorkforce
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 resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
- ...- 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
- ...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 required...SuggestedWork at office
- ...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
- ...Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team. Responsibilities : Facilitate the onboarding process for new clients and accounts, including the completion of client...SuggestedWork at office
$70k
...Position Title : Client Services Associate Salary Range: $70,000 base + $10,000 annual bonus potential Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at the center of everything you do. As the Client Services...SuggestedWork at office$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 workWork at officeLocal area- ...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
- 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 officeRemote work
$70k
Boutique Recruiting in Dallas, TX is seeking a Client Services Associate to serve as the operational backbone of the practice, handling client onboarding, account administration, correspondence, CRM activity and day-to-day service for high-net-worth clients. The role requires...$60k
Third Bridge, a global research firm based in Dallas, seeks a Client Services Associate to connect with industry experts and help deliver essential insights to clients. This role involves cold calling, managing multiple clients, and promoting various Third Bridge services...- J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to deliver client service and operational support for Private Client Advisors. You will assist on the book of business, processing requests, and providing timely...
- ...Management 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 so our advisors can...Work at office
- 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
- ...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...Shift work
- 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
- ...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
- A boutique wealth management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities include planning support, meeting preparation, and maintaining financial plans. This role requires a Bachelor...
- 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,...
$75k - $95k
...will act as a true financial partner to a diverse portfolio of clients - not just a preparer. If you thrive on advisory work, cloud technology... ...of deliverables.Identify opportunities to expand the scope of services where clients have unmet financial needs.What you needBachelor'...Full timeWork at officeRemote workFlexible hours- ...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...
$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...- 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...
- 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,...
- 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 timeTemporary workWork at office
$500 per month
...more. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40... ...11:30am - 8:00pm ET. Things You Get To Do: Assist clients and broker partners by being the first point of contact on service...Remote workHome office- ...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
- 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 officeRemote work
- 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...
- J.P. Morgan Chase in Dallas is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational support, and wealth planning assistance to Private Client Advisors. You will help with account openings, money movement, and investment...
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