Client Services Associate II — Client Liaison & Operations
$17.2 - $23.37 per hourCanon USA & Affiliates
Canon USA & Affiliates is seeking dedicated individuals for a customer-focused role in Dallas, Texas. Responsibilities include addressing client concerns, overseeing staff workflow, and maintaining communication with clients. Required qualifications include a high school diploma and relevant experience in customer service. The position offers hourly compensation between $17.20 and $23.37, along with a competitive benefits package including medical, dental, vision, and 401(k) options. #J-18808-Ljbffr Canon USA & Affiliates
- ...Our client, a growing wealth management firm, is seeking a Client Services Associate to support the Advisors and help deliver an exceptional client experience. Responsibilities... ...records and support day-to-day office operations Qualifications 3+ years of experience in...OperationsWork 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...Operations
$60k - $90k
...message the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX... ...client onboarding on the LPL platform in partnership with operations Maintain organized client documentation and deliver clear,...OperationsFull time$54k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We... ...Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other...Operations- ...& Responsibilities Prime Services delivers financing, clearing... ...markets. Analysts and Associates serve as the primary point... ..., COOs, accounting and operations professionals at these clients managing client relationships... ...financing strategies, ii) training across equities...Operations
- ...Job Title Prime Services Analyst / Associate Job Description Job Summary & Responsibilities... ...for CFOs, COOs, accounting and operations professionals at these clients managing client relationships,... ...portfolio financing strategies, ii) training across equities, fixed...Operations
$19 per hour
...Client Service Associate National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers' evolving needs. We offer home, auto and accident and health insurance, as well as other specialty...Work at officeShift work- ...others, and takes pride in delivering an outstanding client experience? We’re looking for a Client Service Associate (CSA) to join our Dallas office and play a key... ...essential support to our wealth advisors and operations team, helping deliver a seamless client experience...OperationsTemporary workWork at office
- ...management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors.... ...Bachelor’s Degree and 3+ years experience in Client Service Operations. The firm offers competitive compensation ranging from $60...Operations
- Client Service Associate - Teller (40 hours) | Northwest Plaza - Dallas, TX At Amegy Bank, people and culture are at the heart of everything... ...achieve individual and team performance goals Support branch operations and complete additional duties as assigned Required...OperationsFull timeLocal areaMonday to FridayFlexible hours
- ...Management is an opportunity to help clients across the globe realize... ...investment and advisory services for pension plans, sovereign... ..., and individuals. Client Operations is a global sales-aligned service... ...164621 Job Category Associate Locations Dallas, TX, United...OperationsWork experience placement
- ...Client Onboarding New Account Approver At Goldman Sachs, we connect people, capital... ...clients. We are a leading global financial services firm providing investment banking,... ...possible for our clients and communities. Operations is a dynamic, multi-faceted area that...Operations
$17.2 - $23.37 per hour
...Client Service Representative II Location US-TX-Dallas Company Canon U.S.A., Inc. Requisition ID 34534 Category... ...Site About the Role Advanced proficiency in site operations and procedures with ability to assign tasks to...OperationsHourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area- ...Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus... ...in 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
- ...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
- ...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...
- ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives,...Work at officeLocal area
- ...DUTIES AND RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication... ...and documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products...Work at officeLocal area
$45k - $50k
...best-in-class pediatric therapy, nursing, and school-based services . We seamlessly integrate into children’s lives by bringing... ...balance. We are looking for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares our dedication to...Full timeWork at office- ...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 grown...OperationsWork at office
- ...Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals... .... As a critical member of the Client Service team, you will work closely with lead... ...of contact for custodians around all operational and tactical service matters Gather,...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- Brighton Jones, located in Dallas, Texas, is seeking a dedicated Administrative Support professional to join their Client Service team. This role focuses on providing critical administrative support to Lead Advisors, ensuring high-quality service and client experience....Full timeWork at office
- EQ Wealth Advisors is seeking a full-time Client Services Associate in Dallas, TX. The role involves providing exceptional customer service, managing client accounts, and assisting in financial reporting. Candidates should possess excellent communication skills, customer...Full time
- Garry Executive Search is recruiting a Wealth Management Associate for a well-established firm in Dallas. This role involves supporting client onboarding, processing paperwork, and maintaining accurate client information. The ideal candidate should have prior wealth management...
$77k - $102k
The Early Careers Company is looking for a highly motivated Client Services Associate based in Dallas, Texas. This role is designed for ambitious individuals eager to accelerate their careers in a dynamic environment. You will find and engage industry experts, managing...Remote job- A multi-family office for high-net-worth individuals in Dallas is seeking a detail-oriented Client Service Associate. This role involves supporting wealth advisors, managing client onboarding, and ensuring excellence in client interactions. Ideal candidates will have a...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
$17.2 - $23.37 per hour
...About the Role Advanced proficiency in site operations and procedures with ability to assign... ...reviews and responds to management and client requests via emails, phone calls, text messages... ...Strong focus on providing good customer service. Contributes to the creation of the Site...OperationsHourly payWork at office$17.2 - $23.37 per hour
...Advanced proficiency in site operations and procedures with ability to assign tasks to colleagues... ...review and respond to management and client requests via emails, phone calls, text... ...Strong focus on providing good customer service. Contribute to the creation of the Site...OperationsHourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area$17.2 - $23.37 per hour
...the Role Advanced proficiency in site operations and procedures with ability to assign... ...reviews and responds to management and client requests via emails, phone calls, text messages... ...Strong focus on providing good customer service. Contributes to the creation of the...OperationsHourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area
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