Client Associate
High Profile Inc
High Profile, Inc. seeks a polished Client Associate / Administrative Coordinator to support advisors and clients in a high-touch, relationship-driven environment. You’ll work closely with senior leadership and have meaningful responsibility from day one. This role offers exposure to senior leadership, a collaborative culture, and opportunities for growth with sponsorship for SIE and Series 65 exams. #J-18808-Ljbffr
Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Client Associate in Dallas, TX vacancy
$87.36k - $131.04k
Job ID: 97890205296Posted: 2026-07-16Location: Dallas, Texas, United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes...SuggestedFull time- ...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
Bank of America
Dallas, TX1 day ago - ...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
Doist
Irving, TX23 hours ago - ...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...Suggested
Fartherfinance
Irving, TX3 days ago - ...education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedSeasonal workWork at officeWork from homeDay shift
Bank of America
Dallas, TX23 hours ago - ...details - so legal teams can focus on the case. About the role:Our clients count on us to make the legal process seamless and efficient... ...on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go-to expert for attorneys...Temporary workSummer workLocal areaRemote work
$53k - $77k
...their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters....Worldwide- ...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...Internship
- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- RealPage, Inc. is seeking an Account Manager I to foster client relationships and align goals with Implementations, Sales and Operations. You will monitor usage, report on account status, and help drive revenue and retention across assigned accounts. The role emphasizes...
- Independent advisory firm seeks a polished, detail-oriented Client Associate / Administrative Coordinator to support advisors and clients in a high-touch, relationship-driven environment.This role is ideal for someone who takes ownership, enjoys keeping processes organized...
$87.36k - $131.04k
...understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC,...Full time- 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
- ...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
- We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‑out, Venture Capital, Real Estate and Fund‑of‑Funds. For new General Partners, we provide consulting services to help accelerate the...Full timeWork at office
- 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
- ...POSITION SUMMARY: 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...Work at officeLocal area
PowerToFly
Dallas, TX1 day ago - ...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
BCI - Brokerage Consultants Inc
Irving, TX3 days ago - ...At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving... ...seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play...Work at officeRemote work
Network Firms
Dallas, TX2 days ago - ...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...
TradeJobsWorkforce
Dallas, TX1 day ago - ...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
- ...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
- ...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...
$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- 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
- Barrow Hanley Global Investors in Dallas, TX seeks a skilled professional to provide administrative support to institutional clients and consultants across equity and fixed income strategies. The role involves resolving complex administrative issues and assisting in RFP...Work at office
- ...connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing... ...client base.HOW YOU WILL FULFILL YOUR POTENTIALWe’re looking for an Associate to be part of our best-in-class Service Team within the Goldman...Work experience placement
$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...- ...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
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