Client Support Analyst - Financial Services & Trade Support
Strategic Staffing Solutions
Strategic Staffing Solutions is hiring a Client Support Analyst in Irving, TX. This position involves supporting operations by partnering with various departments to deliver financial counseling services to clients. Responsibilities include taking customer calls, facilitating trade execution, and managing client inquiries effectively. Candidates should possess a Bachelor’s degree, strong communication skills, and a working knowledge of MS Office. The role requires exceptional attention to detail and the ability to thrive in a fast-paced environment. #J-18808-Ljbffr
$23 per hour
...A leading global financial services firm is seeking an Operations Client Support Analyst to join its Ayco Wealth Management team in Irving, TX. This is a 6-month on... ...a professional and timely manner Facilitate trade execution and address client questions related...SuggestedContract workImmediate startFlexible hours- ...Sales Support Analyst- Trade 360 CGI is one of the world's largest independent IT and business consulting services firms, helping clients across industries accelerate digital transformation and... ...experience within trade finance, financial services, or banking technology...SuggestedWork at officeRemote work
- A leading global financial institution in Dallas is seeking an experienced Investment Professional to support client relationships in the U.S. Private Bank. The role involves executing brokerage trades, creating mandates, and monitoring risk metrics. Candidates should...Suggested
$103.6k - $189.7k
...EY is a leader in serving the global financial services marketplace and the only professional services... ..., working side by side with a range of clients from our most venerable institutions to... ...information, to share information to support informed decision-making, and obtain...SuggestedSummer holidayWork at officeLocal areaFlexible hours- ...Raleigh, NC. This position in the Middle Office team focuses on trade support activities including trade booking, confirmation, and client interaction. Successful candidates will develop their skills in financial markets, handle client relationships, and work on...SuggestedWork at officeFlexible hours
$80k - $153k
...cryptocurrency products and services, and the broader DeFi... ...not yet exist. Support the development and... ..., with experience in trade execution, settlement,... ...across the industry ~ Financial services experience,... ...interests of the firm, its clients, and associates. To...Work experience placementWork from homeShift work- ...Moomoo Inc. is looking for a Trading Associate in Dallas, TX. This role empowers proactive investors, focusing on equities and options... ...by resolving issues, developing relationships, and supporting trading strategies. The ideal candidate has a bachelor's degree...
- ...opportunity EY is a leader in serving the global financial services marketplace and the only professional... .... We work side by side with a range of clients from venerable institutions to dynamic... ...exciting client base. You can expect support designed around your own personal...Work experience placementImmediate startFlexible hours
$106.5k - $195.1k
...opportunity EY is a leader in serving the global financial services marketplace and the only professional... ..., working side by side with a range of clients from our most venerable institutions to... .... In return, you can expect plenty of support designed around your own personal...Work experience placementSummer holidayImmediate startFlexible hours- ...Senior Infrastructure Support Analyst Requisition ID: 250160 Salary Range... ...U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the... ...risk management products and services relevant to the financing and...Work experience placementWork at officeLocal areaRemote work
- ...in Grapevine, Texas. In this role, you'll deliver exceptional client service while helping clients navigate their banking needs using... ...performing branch operations. A proven sales background in banking or financial services is preferred along with excellent communication...
- ..., Texas is seeking a Relationship Banker I to build and maintain client relationships and deliver exceptional service. The ideal candidate will have a high school diploma and previous banking or financial services experience. This role offers training, opportunities for...
- ...seeking a motivated candidate to engage clients in the lobby, assist with transactions,... ...relationships to better serve clients’ financial goals while adhering to established guidelines... ...preferences for experience in financial services. Key responsibilities include accurately...
$147k - $192k
...Senior Product Manager, Trading & Portfolio Reporting... .... We partner with financial advisors nationwide, empowering... ...outcomes for their clients. We're looking for... ...fintech or financial services and the intellectual... ...Operational flexibility to support US market hours,...Work at officeImmediate startShift work- ...something special! The Senior Client Service Business Analyst - Program Client Services will... ...characterize and address operational, financial and technological risks. Responsibilities... ...of the submissions received Support claims administration activities including...Full timeWork at officeLocal areaRemote workWork from homeMonday to Friday
$200k - $225k
...Director of Accounting Shared Services Dallas, TX – 2 days onsite... ...Bonus One of Vaco’s publicly‑traded clients that recently underwent a... ...shared services organization supporting a Fortune 100 enterprise. This... ..., reconciliations and financial accuracy while ensuring timely...- ...Alts Private Portfolio Services Analyst Contract: 5+ Months... ...related to lending and trading activities. Settlement functions include support of trading/sales, settlement... ...by evaluating client payments inbound and outbound... ...of experience in financial services. Proven analytical...Contract workWork at officeVisa sponsorshipFlexible hours
- ...smarter approach to building client sales while managing their trade show, marketing... ...are valued ~75+ years of financial stability Derse employs... ..., and corporate support. Locations include Milwaukee... ...rates and mark-up and Master Service Agreement (MSA) client specific...
- ...their U.S. Private Bank team in Dallas, Texas. The role involves executing brokerage trades, managing client relationships, and collaboration with colleagues to provide exceptional service. Required qualifications include a Bachelor’s Degree, Series 7 and 66 licenses, and...Bank staff
- ...A financial services firm is seeking a motivated Financial Advisor in Dallas, Texas. The role emphasizes building long-term client relationships and providing personalized financial strategies.... ...company provides extensive training, support, and a flexible work environment...Flexible hours
- ...LPL Financial LLC in Dallas is hiring a Wealth Advisor to provide investment solutions to mass affluent investors. This... ...Bachelor's degree, Series 7, and have at least 1 year of client experience in financial services. Additional licenses such as Series 63 and 65 are...
- ...Private Wealth Alternatives Client Advisor in our Sales... ...investors through financial intermediaries. You will... ...and marketing support activities. Perform... ...experience with financial services company in sales/specialist... ...alternatives, non-traded REITs, business development...Worldwide
- ...Management Overview The Infosys Financial Services unit is a global leader in driving... ...cloud, and data-led innovation to help our clients accelerate growth and unlock business... ...during setup and integration, and support in developing and maintaining SOPs, to...Full timeTemporary workRelocation
- BDO USA in Dallas is seeking a Tax Manager specializing in Customs & International Trade. This role involves advising clients on import/export issues, marketing, and business development. The successful candidate will supervise associates and lead internal training sessions...Work at office
- ...Return to jobs list Trade Partner Risk Manager Job type: Full Time · Department: Corporate... ...central to protecting project outcomes, client commitments, and the firm's balance sheet... ...subject matter expert on subcontractor financial health and default risk, partnering closely...Full timeFor contractorsFor subcontractor
- ...a first‑class experience to clients within J.P. Morgan’s U.S. Private... ...investment products Support coordination of sales effort... ...experience in Private Banking or Financial Services industry Demonstrated... ...Able to execute trades smoothly and seamlessly and...
- ...Job Description Job Description Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas... ...through our custodian (Raymond James). • Support the Chief Compliance Officer with annual compliance...Work at office
- A leading financial institution is looking for a Credit Products Commercial Portfolio Manager in Dallas, Texas. This full-time role involves... ...credit process, underwriting transactions, and managing client relationships. The ideal candidate will have a Bachelor's degree...Full timeFlexible hours
$124k - $335k
...Overview At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...Lead and manage large‑scale projects in customs and trade tax Innovate and enhance processes to achieve operational...H1b- ...seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a... ...the flexibility to manage your days in support of our commitment to work/life balance... ...need to reach their short- and long-term financial goals. Operating within a culture where...Temporary workPrivate practiceWork at officeLocal area
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