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- ...Registered Client Service Associate 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...SuggestedWork at officeLocal area
Morgan Stanley
Dallas, TX12 days ago - ...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 Managers time as efficiently as possible. You will use your excellent...Suggested
Kestra Holdings
Dallas, TX40 minutes agonew - ...Client Service Associate The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage...SuggestedWork at office
BOK Financial
Dallas, TX3 days ago - ...Job Description Job Description OVERVIEW: As a Senior Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client...SuggestedWork experience placementWork at office
Tolleson Wealth Management
Dallas, TX24 days ago $50k - $67k
...Client Service Data Associate As part of the Limited Partner Market Data Services (LP MDS) team, you will play a critical role in ensuring the delivery of superior service to our clients. This client-facing position involves overseeing a range of functions, utilizing...SuggestedFlexible hoursS&P Global
Dallas, TX4 days ago- An established industry player is seeking passionate individuals for an entry-level Client Services Account Manager role. This position offers an exciting opportunity to develop exceptional customer service skills and gain valuable business and technical knowledge. With...SuggestedCasual work
$77k - $102k
A leading research firm in Dallas is seeking a Client Services Associate to engage industry experts and provide critical insights to clients. This role offers a competitive first-year salary of $77,000-$102,000, which includes base pay and performance bonuses. Ideal candidates...Suggested$77k - $102k
Associate - Client Services for Consultants - Third Bridge Want to accelerate your career in a high-energy, commercial role? If you’re competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at Third Bridge could...SuggestedWork experience placementInternshipFlexible hours$77k - $102k
A global consultancy based in Dallas seeks a Client Services Associate to engage industry experts for client insights. This role offers a fast-paced atmosphere, opportunities for career growth, and exposure to reputable firms. Ideal candidates are confident communicators...Suggested$77k - $102k
A leading market intelligence firm in Dallas is seeking a Client Services Associate. This role involves finding and engaging industry experts, offering substantial career growth opportunities within a competitive and supportive environment. Candidates should be confident...Suggested$75k
A leading investment research firm in Dallas is seeking a Survey Associate to drive client projects and enhance survey quality. This role involves communication with top investors, managing projects, and problem-solving to meet client needs. The ideal candidate should have...Suggested- Specialized Security Services, Inc. (S3 Security) is a women-owned global cybersecurity firm with headquarters in Dallas, Texas... ...cybersecurity partner for life. Position Summary The Client Services Associate partners closely with our service teams and clients to deliver...SuggestedWork experience placementWork at office
$77k - $102k
A leading investment research firm seeks a Client Services Associate to engage industry experts and deliver valuable insights to clients. This role requires strong communication skills and resilience, with clear opportunities for career progression within six months. As...Suggested$16.54 - $22.67 per hour
Client Services Associate page is loaded## Client Services Associatelocations: Pueblo, COtime type: Full timeposted on: Posted Todayjob requisition id: REQ-4823**Join TBK Bank!**At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions...SuggestedHourly payLocal area$75k
Client Services Associate, Surveys (2026 Start Dates) Company Description Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other...SuggestedFlexible hours$72k
Client Services Associate - January 2026 Start Overview Third Bridge provides expert research services to the biggest private equity funds, consulting firms, credit, and public equity funds across all regions. Our insights help them make fast, high-quality investment decisions...January startWorldwideFlexible hours$70k - $100k
A boutique wealth management firm in Dallas is seeking a Client Services Associate. The role involves supporting Private Wealth Clients and Advisors by planning support, preparing meetings, and administering plans. Ideal candidates will have a Bachelor’s degree and over...- A global expert network firm is seeking a Client Services Associate in Dallas to engage industry experts, manage client interactions, and develop commercial acumen. This role offers potential for rapid career advancement, a robust salary with performance bonuses, and comprehensive...Flexible hours
$70k - $100k
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...- ...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...Work at officeLocal area
- ...Registered Client Service Associate The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. This role involves direct client interaction, administrative...Full timeWork at office
- A boutique wealth management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities include planning support, meeting preparation, and maintaining financial plans. This role requires a Bachelor...
$50k - $67k
...part of the Limited Partner Market Data Services (LP MDS) team, you will play a critical... ...the delivery of superior service to our clients. This client‑facing position involves overseeing... ...Impact Impact The Client Service Data Associate plays a vital role, overseeing a range...Second jobLive inWorldwideFlexible hours- ...Client Service Associate The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisor's client. This role is responsible for establishing, maintaining, and building client relationships. The Client...Work at office
- A leading financial services firm is seeking a Registered Client Service Associate in Dallas, Texas. Ideal candidates will support Financial Advisors by managing client inquiries and enhancing relationships. Strong interpersonal skills, detail orientation, and proficiency...Work at office
- A leading financial institution seeks a Client Services Associate in Dallas to deliver exceptional customer service and support financial transactions. Ideal candidates will possess a high school diploma and some banking experience, along with strong customer service and...Hourly payFull time
- ...Client Onboarding New Account Approver At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial...
- A leading global financial services firm in Dallas seeks an Associate for its Client Services team. In this role, you will be the primary relationship manager for business clients, ensuring their satisfaction through outstanding service. Ideal candidates have strong client...
- Global Banking & Markets Operations - Dallas - Associate - Client Services location_on Dallas, Texas, United States At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing...Full timeTemporary workWork experience placementWork at office
- ...Client Service Representative Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at office
Bank of America
Dallas, TX1 day ago
