552 Results for

Client Associate Jobs in Allen, TX

Jobs

Irving, TX15 days ago

Full-time
Employee

Prior experience must include two (2) years of experience with: breaking down complex financial planning concepts and communicate accurately over the phone to a diverse client base as a means to help them build financial independence and take action toward their goals; core financial planning topics (investments, retirement, federal income tax, risk management, cash flow, estate planning, education function), and analytical thinking skills to identify open risks and opportunities for each client; developing and providing clients with a holistic, comprehensive financial plan that supports identified goals while protecting clients and their assets from the unexpected; helping clients identify, understand, leverage, and maximize their available company benefits as related to their personal financial situation and goals; knowledge of eMoney financial planning technology and ability to guide clients to utilize the tool to help reach their goals; gathering pertinent data points from clients to analyze their financial situations; and building and presenting reports modeling future wealth accumulation and decumulation, cash flow, investment strategies, insurance and retirement needs. Requires: Bachelor’s degree (U.S. or foreign equivalent) in Accounting, Finance, Economics, Business Administration or a related field and two (2) years of experience in the job offered or a related role.

New!

Dallas, TX1 day ago

$95,000–$160,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Dallas, TX1 day ago

$115,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team is recognized for handling complex, high-stakes litigation across a variety of industries, with particular strength in construction and insurance defense.

New!

Dallas, TX1 day ago

$120,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As an integral part of our team, you will have the opportunity to work with leading practitioners in the field, engage with high-profile clients, and make a significant impact on legal issues that matter.

New!

Dallas, TX1 day ago

$225,000–$445,000 Per Year

Known for advising on market-leading, high-value transactions and bet-the-company matters, the firm operates with a highly selective hiring approach, targeting attorneys from top law schools and leading law firm platforms with demonstrated excellence and stable career progression. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Dallas, TX1 day ago

$150,000–$210,000 Per Year

Committed to delivering exceptional client service and embracing innovation, this firm strategically employs advanced technology and maintains a keen awareness of the dynamic legal environment to effectively serve a broad spectrum of clients across diverse industries. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Dallas, TX1 day ago

$225,000–$445,000 Per Year

New!

Dallas, TX1 day ago

$180,000–$235,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will have the opportunity to work on complex and challenging bankruptcy cases, providing expert legal advice and representation to a diverse range of clients.

New!

Dallas, TXToday

$100,000–$170,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm is dedicated to providing the highest quality legal services and representation, focusing on complex business litigation, commercial disputes, derivative actions, and divorce matters.

New!

Dallas, TX1 day ago

$120,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for handling all aspects of construction litigation cases, ranging from initial client consultation to settlement or trial.

New!

Dallas, TX1 day ago

$190,000–$215,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Job Details: We are currently seeking a dynamic and highly-skilled Commercial Litigation Associate/Attorney with a focus on Insurance Defense to join our esteemed legal team.

New!

Dallas, TXToday

$225,000–$375,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As part of our nationally recognized practice, you will work closely with high-net-worth families and family offices to deliver exceptional estate planning and administration services.

New!

Dallas, TX1 day ago

$215,000–$435,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With access to cutting-edge matters and a commitment to work-life balance, we empower our attorneys to build rewarding careers while making a meaningful impact.

New!

Dallas, TX1 day ago

$55,000–$65,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

New!

Plano, TX1 day ago

$140,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Proven experience in handling high net worth divorces, annulments, child custody/support, prenuptial agreements, and adoption.

New!

Dallas, TX1 day ago

$150,000–$175,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A well established, full service law firm with a strong regional footprint is expanding and seeking both an experienced attorney and dedicated legal support professionals to support a growing practice group.

New!

Dallas, TX1 day ago

Remote

$150,000–$190,000 Per Year

Please attach 1-2 writing samples from the following list of transactional documents: Board and Shareholder Resolutions for fundraising or remediation efforts; convertible notes; Operating Agreements; amended and restated articles; Employee Incentive or Synthetic Incentive Plans and Grants. The ideal candidate will have experience in corporate transactional work i.e., finance transactions, mergers, corporate governance, etc., and be able to jump in and spot corporate governance issues, draft remediations documents, and counsel clients through growth and fund raising activities with only necessary oversight.

New!

Dallas, TX1 day ago

$125,000–$165,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm is well established, having celebrated its 100 year anniversary, and works with sophisticated clients such as governmental agencies, Fortune 500 companies, private equity companies, health care companies, etc.

New!

Dallas, TX6 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience .

New!

Dallas, TX4 days ago

$310,000–$420,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Dallas, TX8 days ago

Full-time
Employee

Requires: Master’s degree (U.S. or foreign equivalent) in Business Analytics, Data Analytics, Computer Science, or related field and one (1) year of experience in the job offered or in a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Business Analytics, Data Analytics, Computer Science, or related field and three (3) years of experience in the job offered or in a related role. Prior experience must include one (1) year of experience (with a Master’s degree) OR three (3) years of experience (with a Bachelor’s degree) with: processing and cleaning large data sets using Alteryx or RapidMiner; extract, Transform, Load (ETL) processes; creating insightful and interactive visualizations using Tableau, Microsoft Power BI or Qlikview.

New!

Dallas, TXToday

Santander Dealer Commercial Services (“DCS”) delivers integrated capital and banking solutions to automotive dealers nationwide, including floorplan financing, syndicated lending, commercial real estate, treasury, merchant services, and other commercial banking capabilities. Receives and reviews incoming loan application requests and supporting documentation delivered through managed electronic lending portals, queues, or other avenues of receipt.

Dallas, TX13 days ago

Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings for mid-sized to more complex projects. Active certification with the Army Corps of Engineers- Construction Quality Management for Contractors or an inactive certification that needs to be refreshed within 3 months of hire.

Dallas, TX15 days ago

Full-time
Employee

Prior employment must include one (1) year of experience (with a Master’s degree) or three (3) years of experience (with a Bachelor’s degree) with: private bank lending including a demonstrated proficiency in analyzing complex borrower and guarantor structures and financial reporting; financial Accounting principles and strong financial valuation and modeling skills using Microsoft Excel; understanding of the regulatory frameworks and controls that govern the banking industry and lending business; commercial real estate underwriting principles including collateral evaluation and market research using open and proprietary sources of information; and communicating effectively both in writing and verbally with senior business leadership, clients and relevant stakeholders. Requires: Master’s degree (U.S. or foreign equivalent) or Bachelor’s degree (U.S. or foreign equivalent) in Finance, Business, Economics, Accounting, or related field and one (1) year of experience (with a Master’s degree) or three (3) years of experience (with a Bachelor’s degree) in the job offered or in a related role.

New!

Dallas, TX1 day ago

$125,000–$165,000 Per Year

The ideal candidate will be a seasoned professional with a deep understanding of various legal matters including but not limited to appellate law, bankruptcy, business law, ERISA, executive compensation, estate planning, family law, insurance, intellectual property law, labor and employment law, probate, real estate, securities, tax, trust and estate litigation, and wealth management. Proven experience in appellate law, bankruptcy, business law, ERISA, executive compensation, estate planning, family law, insurance, intellectual property law, labor and employment law, probate, real estate, securities, tax, trust and estate litigation, and wealth management.

Dallas, TX8 days ago

Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

Richardson, TX27 days ago

$22–$30.80 Per Hour
Temporary
Contractor
Full-time

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

Dallas, TX28 days ago

Full-time
Employee

Utopia Brands is looking for a motivated and results-driven Sales Associate to support lead generation and sales efforts, with a strong focus on trade show participation and client engagement. This role offers an excellent opportunity for individuals interested in building a career in the home textile and apparel industry.

Plano, TX30+ days ago

This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time.

Dallas, TX30+ days ago

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Dallas, TX26 days ago

Full-time

Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service. You will work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products.

Dallas, TX30+ days ago

Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements. Apply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems.

Dallas, TX30+ days ago

Bachelor's degree or equivalent work experience, with at least 6 of those years of previous work experience in a client-facing role within the financial services industry, and with a majority of that time spent working at an independent RIA. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

Dallas, TX30+ days ago

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests, answering inquiries, and providing guidance to ensure an exceptional, white-glove client experience.

Dallas, TX30+ days ago

Plano, TX30+ days ago

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. JPMorganChase, 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.

Plano, TX30+ days ago

Full-time

JPMorganChase, 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.

New!

Dallas, TX5 days ago

$65,000–$85,000 Per Year

This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager and in close proximity to the CEO to manage and grow the partnerships that fund real access for our students. Event Coordination: Support the end-to-end planning and execution of in-person events inside corporate offices and at trade shows across multiple cities.

Dallas, TX20 days ago

$79,000–$115,000

You'll be ensuring the successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning.

Dallas, TX20 days ago

$97,500–$135,500

You'll be ensuring successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning.

Plano, Texas8 days ago

Plano, TX30+ days ago

Full-time

Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. 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.

Dallas, Texas18 days ago

The 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.

Plano, TX30+ days ago

Your ability to establish productive relationships with internal stakeholders, coupled with your developing skills in continuous improvement, project management, and change management, will be crucial in driving mutually beneficial outcomes. 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.

Frisco, TX30+ days ago

Have knowledge of product lines, prices, delivery time, drop ship items, various marketing promotional services, and similar data, as required. The CSA is the “face” of the company and will interact with clients. to provide information in response to inquiries about products and services and to handle.

Plano, TX30+ days ago

$83,600–$116,000 Per Year

Dallas, TX30+ days ago

$55,000–$65,000

Support accounting transformation engagements for newly acquired entities, including chart of accounts cleanup, close process design, and historical restatements . At Out of the Box Technology (OOTB), we provide outsourced accounting and financial advisory services to growing businesses across multiple industries.

Plano, TX30+ days ago

This role involves tracking Net Promoter Score (NPS) and Customer Satisfaction (CSAT) onboarding scores, collaborating with various teams to identify trends, and creating workstreams and working groups to resolve issues and track partner feedback and ensure closure and resolution. JPMorganChase, 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.

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Client Associate Jobs in Allen, TX

Jobs

Associate, Client Relationship ManagementGoldman Sachs Wealth Services, L.P

Associate, Transaction Advisory ServicesJobot

Associate Attorney | Construction LitigationJobot

Associate AttorneyJobot

Litigation Associate Attorney - AmLaw 100Jobot

Litigation Associate AttorneyJobot

Corporate / M&A Associate Attorney - AmLaw 100Jobot

Bankruptcy & Restructuring AssociateJobot

Associate Attorney - Commercial LitigationJobot

Associate Attorney - Construction LitigationJobot

Commercial Litigation Associate/Attorney (Insurance Defense)Jobot

Private Wealth Associate Attorney (2-5 Yrs Exp)Jobot

Capital Markets Associate Attorney (3 - 6 Yrs Exp)Jobot

Architectural Project AssociateJobot

3 - 7 year Family Law AssociateJobot

Mid-level AssociateJobot

Corporate Associate Attorney - REMOTEJobot

Litigation AssociateJobot

Senior Private Client Relationship ManagerFirst Horizon Bank

Trademark Associate AttorneyVaco LLC

Associate, Data AnalyticsGoldman Sachs & Co. LLC

Dealer Commercial Services Senior Underwriting AssociateSantander Holdings USA Inc

Quality Control Senior AssociateHITT Contracting

Associate, Internal Product SpecialistsGoldman Sachs Bank USA

Litigation AttorneyJobot

Quality Control AssociateHITT Contracting

Associate Data Center Technician Day shiftGenesis10

Sales Associate - RetailUtopia Fulfillment

Client Service Associate - Symphony Wealth GroupKestra Financial Independent Advisor

J.P. Morgan Advisors - Senior Client Associate - Dallas, TXJPMorgan Chase

J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TXJPMorgan Chase Bank, N.A.

Client Transitions AssociateFarther

Senior Client Experience AssociateFarther

Senior Client Service AssociateTolleson Wealth Management

Client Service AssociateTolleson Wealth Management

Commercial Bank Client Service AssociateJPMorgan Chase

Wholesale KYC - Client Service Associate - PaymentsJPMorgan Chase Bank, N.A.

Corporate Client AssociateDream Opportunity

Associate - Client ServiceMatter Family Office

Senior Associate - Client ServiceMatter Family Office

Commercial Lines Client Service AssociateGallagher

Client Service AssociateJPMorgan Chase Bank, N.A.

Senior Tax Associate – Private Client ServicesAndersen

Client Service Senior AssociateJPMorgan Chase

Client Services AssociateSolais Lighting, LLC

Senior Client Solution AssociateJPMorgan Chase

Client Accounting AssociateOut of the Box

Client Experience Reporting and Insights - AssociateJPMorgan Chase

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