UNKNOWN

FEED

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.

Bank of America Corp

Wealth Management Client Associate

Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

Bilingual Spanish- Client Experience Associate

Client Experience Associate

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Client Support Associate

FULL_TIME

Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.

Fisher Investments

Client Service Associate – Entry Level

[AW]-iCims

Donato Technologies is looking for a professional and outgoing Client Relations Associate to help maintain and develop relationships with our existing clients and business contacts. Visit clients, procurement offices, government agencies, hiring managers, and business contacts.

Donato Technologies Inc

Client Relations Associate

Jackson Hewitt - EKO

In this role, you’ll be responsible for delivering exceptional customer service, answering client inquiries, and resolving concerns to ensure satisfaction and maintain strong relationships. Previous experience in client care, customer support, or related roles is preferred.

HOUR

Sales Match

Client Care Associate

ea_via_bold

The Impact you will have in this role: The Product Management, Associate Director, will drive the simplification and modernization of DTCC's client connectivity portfolio, bringing to market state-of-the-art multicloud and hybrid connectivity solutions, including dedicated cloud interconnects, software-defined networking (SDN), and secure, scalable transport options that meet the performance, resiliency, and compliance requirements of global financial institutions. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem.

The Depository Trust & Clearing Corp

Client Connectivity Product Management Associate Director

Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors. Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients.

LP Analyst

Associate Product Manager, Client Strategic Development

OTHER

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 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.

Baker Tilly Advisory Group, LP

Sr Associate - Client Accounting Services, Oil & Gas (ODA)

Broadbean

By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities.

Triumph Financial Services

Client Services Associate

As a Principal Associate in Client Services, you will serve as a key client liaison and process subject matter expert, delivering exceptional service support and managing high-value client relationships across the organization. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

YEAR

Capital One Financial Corp

Principal Associate - Client Services - PULSE Network

Are you hungry for success ?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.

DebtBlue

Client Success Associate

Talent Acquisition

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.

Senior Associate, Client Accounting Services - Family Office

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.

Kestra Financial Independent Advisor

Client Service Associate - Symphony Wealth Group

u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a 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

Farther Finance

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

Supports 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 - Waterworth Wealth Advisors

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.

Client Associate Jobs in Coppell, TX

Wealth Management Client Associate Bank of America Corp

Bilingual Spanish- Client Experience Associate The PNC Financial Services Group Inc

Client Experience Associate The PNC Financial Services Group Inc

Client Support Associate EKO

Client Service Associate – Entry Level Fisher Investments

Client Relations Associate Donato Technologies Inc

Client Support Associate Jackson Hewitt - EKO

Client Care Associate Sales Match

Client Connectivity Product Management Associate Director The Depository Trust & Clearing Corp

Associate Product Manager, Client Strategic Development LP Analyst

Sr Associate - Client Accounting Services, Oil & Gas (ODA) Baker Tilly Advisory Group, LP

Client Services Associate Triumph Financial Services

Principal Associate - Client Services - PULSE Network Capital One Financial Corp

Client Success Associate DebtBlue

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

Client Service Associate - Symphony Wealth Group Kestra Financial Independent Advisor

Client Experience Associate Farther Finance

Senior Client Experience Associate Farther Finance

Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent Advisor

Client Transitions Associate Farther Finance

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