Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateDallas, TXAnswering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit). • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Wholesale KYC - Client Service Associate - Payments JPMorgan Chase & CoWholesale KYC - Client Service Associate - PaymentsPlano, TXJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Services Associate (Remote) HB TravelsClient Services Associate (Remote)Fort Worth, TXRemoteAs a Client Services Associate, you will assist clients with inquiries, provide ongoing support, and help ensure a positive customer experience. This role is ideal for individuals who enjoy helping people, building relationships, and providing exceptional service.
Client Service Associate II Allstate Insurance CompanyClient Service Associate IIDallas, TXThe Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call center setting. The associate is responsible for delivering high-quality customer service, resolving inquiries efficiently, often within a single interaction, and handling escalated situations with empathy and professionalism.
Client Services Associate (Plano, TX) Collectors Holdings, Inc.Client Services Associate (Plano, TX)Plano, TXTeamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Client Service Associate SPS North AmericaClient Service AssociateWestlake, TXAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
Client Services Associate Care Options for KidsClient Services AssociateFort Worth, TexasWe are looking for a critical thinker and proactive Client Service Associate in our Forth Worth, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric therapy , nursing, and school-based services.
Client Service Associate Focus Financial PartnersClient Service AssociateDallas, TexasBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This individual will play a key role in supporting advisors and serving sophisticated clients by providing investment analysis, wealth transfer planning support, family office administration, and day-to-day client service.
Associate, Client Services - 2027 Start Dates Third BridgeAssociate, Client Services - 2027 Start DatesDallas, TX$77,000–$102,000 / yearBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services Third BridgeAssociate, Client ServicesDallas, TX$77,000–$102,000 / yearBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Client Service Manager - Loan Services, Associate Vice President Apex GroupClient Service Manager - Loan Services, Associate Vice PresidentDallas, TexasWith our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Ensure all monthly deliverables are in line with our SLA and if not record and note clearly the reasons, Work closely with senior managers to identify and streamline operations where greater efficiencies can be implemented.
Client Service Associate SPSClient Service AssociateWestlake, TexasAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. You’ll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateFrisco, TexasAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Associate, Client Service ALM First Analytics, LLCAssociate, Client ServiceDallas, TXThis position supports Business Development leaders by delivering high‑quality client service, coordinating day‑to‑day account and reporting activities, and preparing polished, client‑ready materials that support both ongoing relationships and new business initiatives. Associate, Client Service Department: Business Development, Non-Core Investment ServicesTitle: Associate, Client ServiceReports To: Managing Director, Client Experience.
Associate, Core Service International Client Services (Mandarin/Cantonese Required) The Charles Schwab CorpAssociate, Core Service International Client Services (Mandarin/Cantonese Required)TX2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs.
Associate, Private Wealth Client Services Cresset CapitalAssociate, Private Wealth Client ServicesDallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.
Client Service Associate - Symphony Wealth Group Kestra Financial Independent AdvisorClient Service Associate - Symphony Wealth GroupPlano, TXSuccessfully partner with Broker Dealer for new account establishment, account maintenance, and compliance Maintain CRM database; define and ensure adherence to appropriate client service models. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills.
Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent AdvisorClient Services Associate - Waterworth Wealth AdvisorsGrapevine, TXSupports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives. This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations.
Client Services Associate (Plano, TX) Collaborative SolutionsClient Services Associate (Plano, TX)Plano, TexasTeamwork- Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Client Services Associate (Plano, TX) Collectors Universe, Inc.Client Services Associate (Plano, TX)Plano, TXTeamwork- Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
NewSenior Tax Associate – Private Client Services AndersenSenior Tax Associate – Private Client ServicesDallas, TexasThe Role: Senior Tax Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Client Service Associate Morgan StanleyClient Service AssociateDallas, TexasOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE, PRIVATE WEALTH CLIENT SERVICESDallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.
Senior Associate, Client Accounting Services Baker Tilly Virchow KrauseLLPSenior Associate, Client Accounting ServicesFrisco, TX$79,000–$132,710 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Onboarding Associate, Client Accounting Services Baker Tilly Virchow KrauseLLPOnboarding Associate, Client Accounting ServicesDallas, TX$71,000–$100,390 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Services Associate Barrow Hanley Global InvestorsClient Services AssociateDallas, TXCoordinates administrative contact with clients regarding cash movements, accounting issues, general portfolio questions, and audit cycles; maintains all records pertaining to clients/portfolios, including but not limited to website maintenance, questionnaire preparation, creating and updating data tables/charts, producing presentations, updating databases, etc. Key Responsibilities Collects data and produces reports, including but not limited to: client, board of director, investment committee presentations, monthly/quarterly reporting, institutional client finals presentations, questionnaires, website reporting and daily ad hoc requests.
NewSenior Client Service Account Associate JPMorgan Chase & CoSenior Client Service Account AssociatePlano, TXAs a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Associate Manager - Client Services Infosys LtdAssociate Manager - Client ServicesRichardson, TX$100,000–$187,000 / year148671BRTexasUSAInfosys Public Services, Inc Associate Engagement ManagerIPS USA Austin, TX, Richardson, TXCommunications, Hi -Tech, Sales & Fulfillment ( Order Management)Domain|Sales|After Sales & Service, Domain|Sales|Sales Planning, Process|Project Management|Request For Proposal (RFP)State of Texas Public Sector Sales Leader. The ideal candidate brings executive presence, strong relationships, disciplined pipeline leadership, and a track record of closing complex consulting, systems integration, and managed services opportunities.
Senior Associate, Client Accounting Services Baker Tilly Virchow Krause, LLPSenior Associate, Client Accounting ServicesDallas 12221 Merit Dr, TX$79,000–$132,710 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Global Banking & Markets, Prime Client Services, Analyst/Associate - Dallas The Goldman Sachs Group IncGlobal Banking & Markets, Prime Client Services, Analyst/Associate - DallasDallas, TXAs an Analyst / Associate, you will i) gain direct exposure to hedge fund clients and portfolio financing strategies, ii) training across equities, fixed income, futures, and derivatives products, iii) opportunity to build client-facing skills and progress into a coverage role, and iv) collaboration with senior stakeholders across trading, risk, and operations. Analysts and Associates serve as the primary point of contact for CFOs, COOs, accounting and operations professionals at these clients managing client relationships, delivering cross-asset solutions, and enhancing the client experience.
Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services (CAS) - Not for ProfitFrisco, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Dallas, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficeDallas, TexasResponsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate- Client Accounting Services, Real EstateFrisco, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate - Client Accounting Services, Real EstateFrisco, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPAssociate, Client Accounting Services - Family OfficeDallas, TexasWork closely with multiple clients with a variety of accounting and administrative services, including but not limited to:Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Onboarding Associate, Client Accounting Services Baker Tilly Advisory Group, LPOnboarding Associate, Client Accounting ServicesFrisco, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services Baker Tilly Advisory Group, LPSenior Associate, Client Accounting ServicesDallas, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LPAssociate, Client Accounting Services (CAS) - Not-for-ProfitDallas, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Registered Client Associate UBS Group AGRegistered Client AssociatePlano, TXWe help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
Senior Registered Client Associate Wells Fargo & CoSenior Registered Client AssociateFort Worth, TXExecute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateDallas, TXResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Associate, Client Administration Cresset CapitalAssociate, Client AdministrationDallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. 3+ years of administrative experience supporting management level professionals, ideally within the financial services industry, representing the department with a polished professional presence and excellent communication skills.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesDallas, TX$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
ASSOCIATE, CLIENT ADMINISTRATION Cresset Capital Management LLCASSOCIATE, CLIENT ADMINISTRATIONDallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. 3+ years of administrative experience supporting management level professionals, ideally within the financial services industry, representing the department with a polished professional presence and excellent communication skills.
Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate The Goldman Sachs Group IncGlobal Banking Markets Operations-RIA Custody Client Services-Dallas-AssociateDallas, TXCollaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Client Development Associate Interior TalentClient Development AssociateDallas, TXBased remotely in or near Dallas, you will join a small, highly experienced North American team focused on cultivating thoughtful, long-term relationships with leading interior designers, architects, and specifiersmany of whom are AD100 names. What Success Looks Like: Success in this role will be measured by the quality and consistency of your client engagement, your ability to identify and convert project opportunities, and your clear, organized reporting on sales and market activity.
Affluent Client Experience, Senior Associate JPMorgan Chase & CoAffluent Client Experience, Senior AssociatePlano, TXAs a Client Experience Senior Associate in the Affluent Banking team, you will lead CX processes and execution for the Affluent segment and work closely with product, Branch, and Operations teams to represent the voice of the client and banker, and advocate for an optimal customer experience. This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
Client Onboarding Implementation Manager Senior Associate JPMorgan Chase & CoClient Onboarding Implementation Manager Senior AssociatePlano, TXChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Certified Nursing Assistant/Cna: FT Benchmark Senior LivingCertified Nursing Assistant/Cna: FTAlexandria, VARequirements: Valid CNA/HHA/LNA license requiredPrior experience in a skilled nursing or assisted living community is preferred but not requiredPrevious experience working with people with dementia is desired. CNA Duties & Responsibilities: Assisting residents with activities of daily living, such as bathing, dressing, grooming, and toiletingDocumenting care provided and reporting any changes in resident health or behavior to appropriate staff.