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- ...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...SuggestedWork at officeLocal area
Morgan Stanley
Dallas, TX1 day 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 Manager's time as efficiently as possible. You will use your excellent...Suggested
Kestra Holdings
Dallas, TX2 days ago - ...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, TX14 days ago - ...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, TX10 hours 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, TX26 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, TX1 day ago$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...SuggestedFull time$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...Suggested$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...SuggestedJanuary startWorldwideFlexible 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$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
...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...seamlessly and quickly. The Survey Associate position is a key enabler in the development... ...‑driven, process‑oriented, client‑servicing environment Superior writing, logic and...SuggestedFlexible hours$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$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...$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- 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...
- 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
- 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
- ...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
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...
- 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
- ...Client Support Associate Elevare Branding is a forward-thinking company dedicated to helping brands grow through strategic marketing, customer... ...supporting internal teams to maintain high standards of service and communication. Responsibilities Serve as a primary...Full time
Alphabe Insight
Dallas, TX3 days ago - ...Client Support Associate Witherite Law Group (WLG) is a personal injury law firm specializing in motor vehicle accidents. Our vision is to... ...are committed to helping injured clients get the care and service they deserve. We take care of the complex legal work so that...Local area
Witherite Law Group
Dallas, TX2 days ago - ...Client Accounting Associate At Out of the Box Technology (OOTB), we provide outsourced accounting and financial advisory services to growing businesses across multiple industries. That means you'll be doing real client work from the start reconciliations, financial...Internship
OutOfTheBox
Dallas, TX3 days ago - A financial services firm in Dallas is seeking an Accountant to provide support in accounting transformation and due diligence processes. The role involves preparing financial reports, participating in system implementations, and leveraging AI tools. The ideal candidate...Internship
$24.5 - $38 per hour
A financial services company is seeking a Financial Support Associate II in Dallas, TX, to provide advanced administrative support to Financial Planning Consultants. This hybrid role involves client service management, process improvement initiatives, and training Level...
