Registered Client Associate
Confidential Jobs
A leading investment firm in Dallas is seeking an experienced Investment Associate for its Retail Investments team. The role focuses on underwriting, structuring, and executing acquisitions, with an emphasis on developing relationships within the industry. Candidates should have 3-5 years of relevant experience and strong skills in financial modeling and credit analysis. The position involves close collaboration with senior leadership and various internal teams, aiming for a successful investment lifecycle from origination to closing. #J-18808-Ljbffr
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code.** Possesses advanced industry knowledge and an understanding...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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...SuggestedFull timeWork at officeLocal area
- ...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...SuggestedFull timeFlexible hours
- ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks... ...of wealth management with you. The Role As a Client Experience Associate, you are at the core of Farther’s client service and operations...SuggestedWork experience placement
- ...The Role As a Client Experience Associate, you are at the core of Farther’s client service and operations, delivering a flawless wealth management experience for advisors and clients. You’ll support that seamless experience by executing the financial operations required...
- ...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle...Weekend workAfternoon shift
$53k - $80k
...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities...InternshipWorldwide- ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks... ...management with you. The Role As a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth...Work experience placement
- Responsibilities Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels Assist clients with account opening, transfers, and other ongoing tasks Monitor...Work experience placement
- 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
- ...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 officeLocal area
- ...remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual...Work at office
$45k - $50k
...This focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of our...Full timeWork 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...
$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- ...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...Work at office
- ...Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing nationwide and expanding into new markets across the US. This growth has...Work 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...
- ...Client Support Associate Elevare Branding is a forward-thinking company dedicated to helping brands grow through strategic marketing, customer engagement, and innovative business solutions. Our team focuses on building strong relationships between brands and their...Full time
- ...management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus... ...all different stages of life. This full-time Client Services Associate role is located on-site in Dallas, TX. Role Description The...Full timeWork at office3 days per week
- ...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 payWork from homeFlexible hours
- 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...Temporary workLocal area
- ...Sales • Leadership Development Pro-Active is seeking motivated and ambitious individuals to join our growing team as a Client Relations Associate. This role is ideal for candidates who enjoy working with people, building relationships, and creating exceptional...Full timeImmediate start
- ...Job Description Job Description Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households whose financial lives have...Work at office
$75k - $95k
...Job Description Job Description Senior Client Accounting Services (CAS) Associate Position Overview Company: Established Regional CPA Firm... ...national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a...Ongoing contractWork at officeLocal areaRemote workWork from homeRelocation$20 per hour
A client with Kforce is seeking a Client Support - Associate to join their team in Dallas, TX. This is a unique opportunity to join our team to deliver world class customer service to our clients and maintain their loyalty to our industry-leading business platform. Responsibilities...Contract workWork at officeFlexible hours- ...Job Description Job Description Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
$110k - $160k
...Description YouTube sets this cookie to register a unique ID to store data on what videos... ...the user has seen.## Labor & Employment Associate**Date:** March 24, 2026Bond, Schoeneck &... ...meet deadlines and promptly respond to client’s needs* Strong organizational, time management...Work at officeLocal areaRemote work$120k - $190k
...gain meaningful courtroom experience, and work directly with clients on high-impact disputes? We are seeking a Litigation Attorney... ...national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim...Ongoing contractContract workLocal areaImmediate start
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