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

Investment Operations Client Support Lead

Cain-Watters-

Cain Watters & Associates is seeking an Investment Operations Client Support Specialist to provide onsite support for opening and servicing investment accounts. The role requires coordinating with custodians, planning teams and clients while maintaining confidentiality of information. Responsibilities include processing new account paperwork, account maintenance, and handling non-standard investments. The candidate should have a college degree in a business-related field and at least two years #J-18808-Ljbffr Cain-Watters-

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Operations Client Support Lead in Frisco, TX vacancy
  • Cain Watters & Associates, LLC is seeking an Investment Operations Client Support Specialist. This role is responsible for coordinating and maintaining investment account openings and service requests while ensuring client confidentiality. The ideal candidate has a college... 
    Operations
    Full time
    Work at office

    Cain Watters & Associates, LLC

    Frisco, TX
    1 day ago
  •  ...innovate and refine technology operations, impacting the core of our...  .... As a Technology Support Lead in Corporate Sector - Enterprise...  ...institutional and government clients under the J.P. Morgan and Chase...  ...today we are a leader in investment banking, consumer and small... 
    Operations

    J.P. Morgan

    Plano, TX
    11 days ago
  • $77.85k - $90.83k

    Summary: Under the Implementation Support Director, the Implementation Support Lead serves as a cross‑functional...  ...role is accountable for reducing operational bottlenecks by owning intake validation...  ...moderate complexity updates to client programs that include recipient experience... 
    Operations
    2 days per week

    Onbe

    Plano, TX
    4 days ago
  •  ...Data Quality (IDQ) as primary skills Hands-on production support experience in MDM implementations and IDQ operations Familiarity with complementary technologies. Ability to work full-time onsite at the client location ROBOTIC PROCESS AUTOMATION LLC is an equal opportunity... 
    Operations
    Permanent employment
    Full time
    Contract work
    Local area

    Robotics Prcocess Automation, LLC

    Plano, TX
    4 days ago
  • $65k - $80k

    Summary/Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating, implementing and maintaining all investment account openings, and service requests, while maintaining... 
    Operations
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Monday to Friday

    Cain-Watters-

    Frisco, TX
    2 days ago
  • A travel service company in Plano, Texas, is seeking a Customer Service Coordinator to deliver outstanding travel support. You will assist clients with inquiries, coordinate details, and ensure clear communication throughout the travel planning process. Ideal candidates... 
    Remote work
    Flexible hours

    Enchanted Horizons Travel

    Plano, TX
    3 days ago
  • $21 per hour

     ...Client Support Manager GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions...  ..., deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing... 
    Operations
    Live out

    GoodLeap

    Plano, TX
    1 day ago
  • $22 per hour

     ...Bilingual Client Support Manager GoodLeap is a technology company delivering best-in-class financing and software products for sustainable...  ..., deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing... 
    Operations
    Live out

    GoodLeap

    Plano, TX
    1 day ago
  •  ...Client Service Associate If you are a collaborative...  ...product partners, and operations teams to guarantee a...  ...we are a leader in investment banking, consumer and...  ...reimbursement, mental health support, financial coaching...  ...delivers industry-leading investment management... 
    Operations
    Work at office

    JPMorgan Chase

    Plano, TX
    2 days ago
  • JPMorganChase in Plano, Texas is seeking a Technology Support Lead to drive innovation in technology operations. The role includes ensuring operational stability, overseeing maintenance, and enhancing user experiences across production services. The ideal candidate will... 
    Operations

    JPMorganChase

    Plano, TX
    3 days ago
  • Key Responsibilities Lead day‑to‑day support operations for MQ Series production services, ensuring high availability and performance. Diagnose, troubleshoot, and resolve complex incidents across Java, Linux, and SQL components. Collaborate with development and operations... 
    Operations

    Gravity Engineering Services Pvt Ltd.

    Plano, TX
    1 day ago
  •  ...product innovation by leading customer-centric development...  ...As a Trade Finance Client and Sales Manager in...  ..., we scale funding to support this growing asset...  ...Banking, Credit, Legal, Operations, Product) to address client...  ...we are a leader in investment banking, consumer and... 
    Operations
    Contract work

    JPMorgan Chase

    Plano, TX
    2 days ago
  •  ...Provider to deliver safe, effective treatments that build client confidence. In a collaborative environment, you'll educate...  ...performing treatments, maintaining clinic standards, and supporting daily operations. Candidates must have a current LPN license and a passion... 
    Operations

    Milan Laser Hair Removal

    Frisco, TX
    4 days ago
  • $67k - $159.92k

    Baker Tilly International is seeking a Manager for Client Accounting Services in Frisco, Texas. In this role, you will manage accounting operations for various clients, ensuring exceptional service and adherence to best practices. The ideal candidate will have over five... 
    Operations

    Baker Tilly International

    Frisco, TX
    4 days ago
  •  ...Account Representative. In this role, you will play a crucial part in daily business operations, developing customer relationships and providing exceptional service. You will assist clients with their insurance needs while proactively marketing products. If you are... 
    Operations

    Fabiola Sears - State Farm Agent

    Frisco, TX
    5 days ago
  • Senior Helpers in Frisco is looking for a Client Services Specialist to enhance client relationships and drive business growth. This...  ...involves building referral partnerships and overseeing client service operations for exceptional care delivery. The ideal candidate has at least... 
    Operations
    Part time

    Senior Helpers

    Frisco, TX
    5 days ago
  • $67k - $159.92k

     ...Accounting Manager to work in a cloud-based environment, serving multiple clients across the U.S. This role embodies leadership, providing financial expertise and managing accounting operations. Candidates should have a Bachelor's in Accounting and extensive experience... 
    Operations

    Baker Tilly Advisory Group, LP

    Frisco, TX
    4 days ago
  • ## Client Experience AssociateApplylocations: TX - Frisco (75033)time type: Full timeposted...  ...that fosters a collaborative and supportive culture where employees can thrive. We encourage...  ...limits. Ensures teller and branch daily operations and maintenance transactions are... 
    Operations
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Frisco, TX
    5 days ago
  • $20 - $23 per hour

     ...Helpers Parent Account in Frisco is seeking a Client Services Specialist to drive client growth and oversee care operations. The role involves building relationships...  ...schedule, and opportunities for career growth in a supportive environment. #J-18808-Ljbffr Senior Helpers... 
    Operations
    Part time
    Flexible hours

    Senior Helpers Parent Account

    Frisco, TX
    1 day ago
  • Baker Tilly Advisory Group, LP is seeking a Manager for their Client Accounting Services team. This role focuses on providing exceptional...  ...public accounting. The Manager will oversee various accounting operations, mentor staff, and ensure the delivery of quality financial... 
    Operations

    Baker Tilly Advisory Group, LP

    Frisco, TX
    2 days ago
  • A leading advisory firm in Texas is seeking a Manager for Client Accounting Services to oversee client accounting operations and provide financial expertise. This role involves managing client service, financial reporting, and mentoring staff within a cloud-based environment... 
    Operations
    Remote job

    Baker Tilly US

    Frisco, TX
    4 days ago
  • A leading advisory and tax firm in Frisco, Texas is looking for a Controller to provide exceptional client service and financial expertise. The role involves preparing financial reports, managing accounting operations, and offering business insights. Candidates must have... 
    Operations

    Baker Tilly US

    Frisco, TX
    2 days ago
  • $67k - $159.92k

    A leading advisory and tax firm is seeking an experienced Manager to join their outsourced client accounting practice in Texas. The role includes overseeing accounting operations, delivering exceptional client services, preparing financial reports, and providing business... 
    Operations

    Baker Tilly US

    Frisco, TX
    2 days ago
  • Insight Global is seeking an experienced Executive Operations professional to support both the CEO and CFO at their Texas office. This role demands managing complex schedules, travel coordination, and high-level communications while maintaining confidentiality and professionalism... 
    Operations
    Work at office

    Insight Global

    Plano, TX
    4 days ago
  •  ...is looking for a Manager in Private Equity Fund Accounting in Frisco, Texas. The successful candidate will lead client relationships and manage fund operations, including financial reporting and investor communications. This role requires over four years of relevant experience... 
    Operations

    Iq--e

    Frisco, TX
    2 days ago
  • $65k - $80k

     ...Client Service Associate Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a...  ...Ability to follow office processes and policies related to office operations & client privacy The Process: Qualified candidates... 
    Operations
    Work at office
    Monday to Friday

    RIA Recruiting

    Frisco, TX
    5 days ago
  • $43k - $55k

     ...division of AHS Staffing, is dedicated to supporting students, school districts, and special...  ...expertise to help students succeed. The Client Services Specialist is responsible for...  ...a working knowledge of school district operations and educational service delivery models... 
    Operations
    Work at office
    Remote work

    AHS Staffing

    Frisco, TX
    1 day ago
  •  ...innovate and refine technology operations, impacting the core of our...  ...services. As a Technology Support Lead in Corporate Sector – Enterprise...  ...and government clients under the J.P. Morgan and Chase...  ...and today we are a leader in investment banking, consumer and small... 
    Operations
    Full time

    JPMorganChase

    Plano, TX
    20 days ago
  •  ...experience with Informatica MDM and Informatica Data Quality (IDQ) as primary skills Hands-on production support experience in MDM implementations and IDQ operations Familiarity with complementary technologies. Ability to work full-time onsite at the client location... 
    Operations
    Full time

    Cloud Analytics Technologies LLC

    Plano, TX
    17 days ago
  •  ...innovate and refine technology operations, impacting the core of our...  ....   As a Technology Support Lead in Infrastructure Platform (...  ...institutional and government clients under the J.P. Morgan and Chase...  ...today we are a leader in investment banking, consumer and small... 
    Operations
    Shift work

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Operations Client Support Lead. Be the first to apply!