Client Services Associate
$60k - $90kGemHarvest Executive Recruiting
GemHarvest Executive Recruiting provided pay range This range is provided by GemHarvest Executive Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $60,000.00/yr - $90,000.00/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 to support Private Wealth Clients and Advisors by taking initiative in planning support, meeting preparation, and plan administration. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Serve as a key planning resource for multiple advisors by owning meeting preparation and follow-up, including plan updates in eMoney, data gathering, and checklist management Build, update, and maintain financial plans in eMoney; ensure data integrity and readiness for advisor-led client meetings Coordinate new account opening and client onboarding on the LPL platform in partnership with operations Maintain organized client documentation and deliver clear, client‑ready summaries and action lists Help advisors stay client-facing by streamlining planning workflows across offices as needed; participate in the growth of a dynamic, independent RIA Enjoy a strong culture of teamwork, work life balance, and personal and professional development, with a competitive compensation package ($60,000 – $90,000 base plus bonuses ranging from $3,000 – $9,000, and excellent benefits) Requirements Bachelor’s Degree 3+ years experience Client Service Operations within Financial Services or at an RIA Hands‑on experience with eMoney and a modern CRM (WealthBox or similar); familiarity with LPL systems preferred Series 7 or 66 or Series 65 preferred; CFP coursework or designation is a plus, though not strictly required Seniority level Associate Employment type Full-time Job function Administrative, Customer Service, and Finance Industries Investment Management and Financial Services Referrals increase your chances of interviewing at GemHarvest Executive Recruiting by 2x Benefits Medical insurance 401(k) Get notified about new Client Services Associate jobs in Dallas‑Fort Worth Metroplex . #J-18808-Ljbffr GemHarvest Executive Recruiting
- ...Client Service Associate Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing...SuggestedPart timeWork at officeLocal area
- ...leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. This role supports Financial Advisors by providing client service support and ensuring operational excellence. Responsibilities Provide...SuggestedSeasonal workWork from homeShift workDay shift
Bank of America
Fort Worth, TX3 days ago - J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support and wealth-management assistance within Wealth Management. You will support Private Client Advisors in processing requests, enabling smooth account openings...Suggested
$45k - $60k
...Gaffa Group Inc , we’re passionate about helping our clients succeed. What You’ll Do As a Client Success Associate, you’ll be the go-to contact for our clients—... ...smooth experience, get the most from our products or services, and stay excited about partnering with us. Key...SuggestedFull time- ...Service Advisor Our Mission: Setting the new standard of excellence in the dealership experience. Our Vision: We believe that our... ...a long history of success, we are committed to elevating the client's experience while investing deeply in the people who make it possible...Suggested
Autobahn Fort Worth
Fort Worth, TX3 days ago - Broad Statement of Responsibilities: The Client Support Associate involved in the day to day operations of the client milieu. The CSA collaborates... ...to ensure delivery of quality care and coordination of services. They work closely with clinical and hospitality leadership...Work at officeFlexible hours
- Job description:Our client, a respected law firm specializing in legal recoveries and creditors' rights, is seeking an Attorney to join... ...delivering effective legal solutions and exceptional client service.This opportunity is ideal for an attorney who enjoys litigation...Work at office
- ...Field Services SpecialistAt NetCov, we specialize in delivering cutting-edge IT and cybersecurity solutions designed to protect and optimize... ...Services Specialist acts as NetCov's representative at our client's office(s). A member of our Service Desk team, they are...Daily paidFull timeWork at office
NetCov
Fort Worth, TX3 days ago - A veterinary clinic in Fort Worth, Texas, is seeking a Client Service Specialist. This role involves being the primary point of contact for clients, ensuring a pleasant experience, and managing appointment check-ins. Ideal candidates are computer proficient and possess...
- Job DetailsJob Location: Kimbell Art Museum - Fort Worth, TX 76107Position Type: Part TimeVisitor Services Associates are responsible for the Museum's front-line customer service, including ticket sales, membership sales, audio tour sales, and gift certificate sales. Visitor...Part timeFlexible hoursAfternoon shiftWeekday work
- Park Place Dealerships Fort Worth is seeking an Assistant Service Manager (Service Advisor) to ensure an extraordinary client experience by coordinating between clients, service technicians, and the scheduling team. The ASM guides the repair process, explains estimates,...
$90k - $150k
...with a long history of success, we are committed to elevating the client’s experience while investing deeply in the people who make it... ...and career advancement opportunities. Position Overview: As a Service Advisor you are an expert at assisting clients and team members...- What the role is: Service Desk Specialist II Division - Center - Team: Service Operations... ...II role provides Tier 2 support to clients, addressing and resolving hardware, software... ...Qualifications and Experience Bachelor's degree or Associate’s degree in Information Technology,...Daily paidFull timeWork at officeMonday to FridayShift work
- ...Job TitleRetail Sales and Service Technician (SST)Job CategoryRetailPosition SummaryThe retail Sales and Service Technician (SST) is a unique hybrid role for stores and is intended as a key pipeline for future career-growth within Firestone Complete Auto Care. This role...Daily paidTemporary workLocal areaFlexible hours
Bridgestone
Bedford, TX3 days ago - ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be... ...incoming clients, visitors and business associates in a helpful, professional and...Work experience placementWork at office
Baird Capital
Fort Worth, TX3 days ago $100k - $180k
...years in corporate and/or family-based immigration. Responsibilities include handling immigration cases and ensuring exceptional client service. The ideal candidate must thrive with autonomy and have a stable work history. Compensation ranges from $100,000 to $180,000...- ...work. We believe this serves as a reflection of our excellent client service, our philanthropic efforts, focus on employee well-being,... ...closely with Account Executives, Account Managers, and Account Associates, the Benefit Advocate manages eligibility, billing, and claims...Full timeWork at office
Hotchkiss Insurance
Fort Worth, TXa month ago - ...lead is responsible for building rapport and trust with clients by delivering exceptional service to them consistently. Client Service Representatives... ...efficient operation of the site. As part of the DSV team, Associates are expected to meet company objectives in the areas...Temporary workLocal area
$24 per hour
...Customer Service Representative - Haslet Fort Worth, Texas, United States About ITS Logistics Are you ready to unleash your... ...role serves as a key liaison between our warehouse operations, clients, and internal stakeholdersincluding Client Success Managers (CSMs...Work at office- Our Franchisees Need People Like You Here at Lawn Doctor, we have a very simple approach to our workbe safe, have fun, and change the world one lawn at a time. It's the kind of approach that, not surprisingly, has led us to the highest customer satisfaction and retention...Local areaImmediate start
$44.3k - $89.42k
...Client Service Representative Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies, and...Hourly payContract workWork experience placementLocal areaWork from home- ...Job Title Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Scheduling and confirming appointments... ...up to 40 lbs. and be exposed to hazards associated with pets such as allergies, contagious...Work at officeNight shift
- Join Our Rapidly Growing Company Are you bilingual and looking for an opportunity to grow your career at your own pace? We are looking for goal-oriented individuals with leadership potential to join a rapidly growing company. Preferred Qualifications: Bilingual...Remote workWork from home
- ...Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals,... ...at all timesboth inside and outside. If you are a current associate, you will need to apply through our internal career site. Please...
- RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building...WorldwideFlexible hoursAfternoon shift
$18 - $22 per hour
Future Opening: Client Service Representative Health insurance Opportunity for advancement Paid time off Vision insurance 401(k) matching Location: Cresson, TX (In Office) Department: Client Experience Team Reports To: Director of Client Experience Position: Full...Hourly payFull timeWork at officeLocal area- Client Service Representative Confidential Fort Worth, Texas, United States About this position Location: In-person at Events (Not Remote) Are you the type of person who: Lights up a room when you walk in? Loves helping customers, clients, and teammates? Thrives both...Weekly payLocal area
- ...records, and support retention initiatives within a team-focused, growth-oriented agency in Fort Worth, TX. The role emphasizes client service, empathy, and community engagement. You will work with a driven team to ensure timely responses and high-quality service while...Flexible hours
- ...opportunity At Schwab, you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS),... .... This role is an excellent entry point into the financial services industry, offering hands‑on client interaction, exposure to...Flexible hours
$120k - $160k
...000.00 per year Why This Is a Great Opportunity Join an established and highly respected law firm with a strong reputation for client service and professional excellence. Handle a diverse litigation caseload spanning general negligence, transportation and trucking, premises...Contract workWork at office3 days per weekOrionplacement
Fort Worth, TX2 days ago
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