UNKNOWN

FEED

Impactu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eManage 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.u003c/liu003enu003cliu003eCoordinate effectively with external partners such as custodians and third-party vendors to ensure seamless and timely completion of all transition activities.u003c/liu003enu003cliu003eMonitor and maintain a detailed transition pipeline, proactively tracking progress, identifying potential roadblocks or risk situations, and reporting status updates to both internal stakeholders and clients.u003c/liu003enu003cliu003eServe as a primary point of contact for clients during the transition phase, providing exceptional service and ensuring all documentation requirements are clearly communicated and met.u003c/liu003enu003cliu003eApply 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.u003c/liu003enu003cliu003eDemonstrate a highly organized and results-oriented approach, with a proven ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines.u003c/liu003enu003cliu003eContribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every new client.u003c/liu003enu003c/ulu003enu003ch3u003eThe u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Client Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client transition process.

Farther Finance

Client Transitions Associate

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u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. As a member of Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry.u003c/pu003enu003ch3u003eYour

Senior Client Experience Associate

As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart. Working closely with the firm’s client service team, this position maintains accurate records, coordinates daily activities, and responds professionally to client needs.

Springline Advisory

Client Support Associate

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Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess - The ability to observe details at close range (within a few feet of the observer). Position Summary: The Client Support Associate at Witherite Law Group plays a vital role in managing client flow and ensuring smooth case processing from start to finish.

Witherite Law Group PLLC

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OTHER

Responsible 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.

Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services - Family Office

Broadbean

FULL_TIME

DebtBlue is growing, and we're looking for Client Success Associates that know how to build relationships, communicate with confidence, solve problems, and make customers feel like they're genuinely taken care of. Professionally handle incoming client requests, collaborating with Senior Client Success Representatives and Supervisors as needed to resolve client issues immediately.

HOUR

DebtBlue

Client Success Associate

Talent Acquisition

3+ years' experience growing and managing a client base, working with technical teams to execute projects and clientele to improve project outcomes Ability to travel to meet and liaise with current and future clients Presentation experience with both small and large groups Excellent customer service skills Strong organizational skills, ability to manage changing priorities, and the ability to multitask effectively in order to meet deadlines Ability to work in a fast-paced environment. Pipeline Growth & Lead Tracking: Proactively identify and monitor commercial real estate developments, capital improvement projects, and municipal infrastructure starts across the Dallas-Fort Worth metroplex through industry platforms, bid portals, and industry networks.

Vertex Resource Group Ltd

Client Development Associate - Geotechnical & Environmental Services

In this role, you'll work directly with clients to understand their research needs and connect them with industry experts who can provide valuable insights on companies, markets, and emerging trends. You'll operate in a fast-paced, high-performance environment where no two days look the same, developing commercial skills that can serve as a launchpad for a wide range of career paths.

Selby Jennings Ltd

Client Services Associate

By connecting clients with industry experts and hard-to-find market intelligence, they help decision-makers move faster and make better-informed business decisions. Our client is a global expert network and business insights firm that partners with many of the world's leading private equity firms, hedge funds, consultancies, and corporations.

YEAR

Client Services, Associate

PART_TIME

Springline Advisory, LLC

Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. As the world's leading provider of business, legal, tax, and digital brand services, we find ways to help all kinds of organizations run smoother and smarter.

CSC Group

Associate Client Service Representative

Teamwork- 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.

Collectors Universe, Inc.

Client Services Associate, Beckett

Responsible for providing multiple clients with a variety of accounting and administrative services including but not limited to the following: Responsible for the full accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way.

Alvarez & Marsal Holdings LLC

Associate, Private Client Services - Family Office

By 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.

Third Bridge

Associate, Client Services - July 2027 Start

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. POSITION DESCRIPTION: This position will share responsibilities that support multiple departments and business functions with others in a similar role, providing an opportunity to interact with and understand multiple processes and disciplines in a dynamic private banking business model.

Tolleson Wealth Management

Client Service Associate, Private Banking

Associate, Client Services - January 2027

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.

JPMorgan Chase Bank, N.A.

Client Onboarding Implementation Senior Associate

equestftpin

Associate, Client Services - 2027 Start Dates

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. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Client Associate Jobs in Allen, TX

Client Transitions Associate Farther Finance

Senior Client Experience Associate Farther Finance

Client Support Associate Springline Advisory

Client Support Associate Witherite Law Group PLLC

Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LP

Client Success Associate DebtBlue

Client Development Associate - Geotechnical & Environmental Services Vertex Resource Group Ltd

Client Services Associate Selby Jennings Ltd

Client Services, Associate Selby Jennings Ltd

Client Support Associate Springline Advisory, LLC

Associate Client Service Representative CSC Group

Client Services Associate, Beckett Collectors Universe, Inc.

Associate, Private Client Services - Family Office Alvarez & Marsal Holdings LLC

Associate, Client Services - July 2027 Start Third Bridge

Client Service Associate, Private Banking Tolleson Wealth Management

Associate, Client Services - January 2027 Third Bridge

Client Onboarding Implementation Senior Associate JPMorgan Chase Bank, N.A.

Client Services Associate Third Bridge

Associate, Client Services - 2027 Start Dates Third Bridge

Wealth Management Client Associate Bank of America Corp

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