NewAssociate Attorney JobotAssociate AttorneyGarland, TX$125,000–$165,000 / yearInformation 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 attorneys advise appraisal districts on property tax matters and represent them in litigation involving valuation disputes, exemptions, special appraisal designations, arbitration proceedings, and other complex property tax issues.
New progressive general practice and reproductive referral center ready to grow with a new associate Livewell Animal Hospital of McKinneyNew progressive general practice and reproductive referral center ready to grow with a new associateMcKinney, TX$130,000–$150,000The founding veterinarian, Dr. Jessica Cohen, also a board-certified theriogenologist, along with Hospital Manager, Robert Hand, have built a modern, progressive hybrid general practice/reproductive referral center where exceptional medicine, strong client relationships, and a collaborative team culture come together. Our hospital is equipped with advanced technology, including digital radiography, a comprehensive in-house laboratory, a dedicated dental suite with digital dental radiography, a high-end ultrasound unit, oxygen cage capabilities, and a rigid endoscope utilized for reproductive procedures.
Fund Associate Vaco LLCFund AssociateDallas, TX$90,000–$130,000 / yearDetermining 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.
NewDigital Print Associate WestRockDigital Print AssociateDallas, TXThe Opportunity: The Digital Print Associate will provide technical and functional support to our transaction card (Tcard) market through creating, transforming, and implementing solutions to specific business performance goals and needs. • Research and understand industry best practices in technical and functional business areas in order to recommend & enable business processes, driving improvements in workflow and increasing business productivity.
NewTravel CVOR Registered Nurse - $2,040 per week Solomon PageTravel CVOR Registered Nurse - $2,040 per weekDenton, TXHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
NewTravel OR Registered Nurse - $2,040 per week Solomon PageTravel OR Registered Nurse - $2,040 per weekPlano, TXHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
NewTravel OR Registered Nurse - $2,096 per week Solomon PageTravel OR Registered Nurse - $2,096 per weekPlano, TXHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
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.
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.
Client Service Associate Non Registered Stifel Financial CorpClient Service Associate Non RegisteredFrisco, TXUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Associate - Non-Registered StifelClient Service Associate - Non-RegisteredFrisco, TexasFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
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).
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateDallas, TXHowever, 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.
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.
NewPart Time Client Associate - Plano TX TravisMathewPart Time Client Associate - Plano TXPlano, TexasInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
NewPart Time Client Associate - Shops at Legacy TravisMathewPart Time Client Associate - Shops at LegacyPlano, TexasInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
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 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.
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.
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.
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.
NewClient Success Associate Energy Worldnet IncClient Success AssociateDecatur, TXHigh School Diploma or equivalent 1+ year of customer‑facing experience (with increasing responsibility as proficiency grows) Excellent verbal and written communication skills 2+ years of general computer usage, including web‑based applications and Microsoft Office or related tools Strong customer service and relationship‑management skills, including the ability to manage escalations and deliver customized solutions Ability to independently assess and resolve complex customer scenarios using sound judgment and critical thinking. Bachelor's degree or equivalent work experience Experience in customer service, account management, or sales environments (including KPIs, quotas, or structured pre‑/post‑client activities) Experience using a CRM system (Salesforce or equivalent), particularly as responsibilities expand to advanced support or business development work Experience working in a SaaS business model Experience in the oil, gas, or energy industry.
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 Manager Associate, Group Benefits - Premier Markets The Guardian Life Insurance Company of AmericaClient Manager Associate, Group Benefits - Premier MarketsPlano, TX$45,570–$74,865 / yearThis preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes.
Client Success Associate Gartner IncClient Success AssociateIrving, TXWhat you will do: Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions in IT, HR, Supply Chain, Marketing, Finance, Legal, and Sales practices ensuring they are successful in the utilization of their Gartner subscription, resulting in customer satisfaction, retention, and growth. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Senior Client Experience Associate FartherSenior Client Experience AssociateIrving, TXFarther'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. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Client Experience Associate FartherClient Experience AssociateIrving, TXFarther’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. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more.
Client Success Associate (French Speaking) GartnerClient Success Associate (French Speaking)Irving, TXYou'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
NewPrivate Client Project Manager, Senior Associate JPMorgan Chase & CoPrivate Client Project Manager, Senior AssociatePlano, TXYou will collaborate with key partners across the Affluent segment and other lines of businesses using your strong communication and project management skills to deliver results and enhance the client experience. Chase 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.
Client Support - Associate Hybrid Kforce IncClient Support - Associate HybridDallas, TXProvide high quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc. This is a unique opportunity to join our team to deliver world class customer service to our clients and maintain their loyalty to our industry-leading business platform.
Client Care Associate Sales MatchClient Care AssociatePlano, TexasRemoteIn 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.
NewAssociate, Client Operations Management (Tax Research) CoreLogic IncAssociate, Client Operations Management (Tax Research)Dallas, TXCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. You'll leverage advanced market-leading tools and your sharp attention to detail to analyze data, solve complex problems, and deliver exceptional service to higher-tiered clients.
Client Service Associate II Allstate Insurance CompanyClient Service Associate IICoppell, 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/Lab Associate I - Oncology Quest Diagnostics IncClient/Lab Associate I - OncologyLewisville, TXPre-Analytical and Post-Analytical functions performed may include but are not limited to: Handle all paraffin tissue blocks/slides and other Oncology specimens including bone marrow aspirates, bone marrow core/clots and other irreplaceable tissue specimens. The job is complex and requires that the employee have good organizational skills, able to work independently, able to learn and understand complex specimen types related to test orders.
Client Tax Associate I JPMorgan Chase & CoClient Tax Associate IPlano, TXYou will work with the Tax Manager and other team members to assess the taxability of new products and services, and to monitor compliance with domestic and international Sales Tax, Goods and Services Tax (GST), Value-Added Tax (VAT), and similar tax regulations. • Bachelor's degree Business/Accounting/Finance or related field • Minimum 3 years of Sales and Use tax experience • Knowledge of various financial systems and software applications and the ability to extract and utilize the information from these systems for operations and internal controls.
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 Onboarding Associate Novatech Inc.Client Onboarding AssociateIrving, TXPart timeNovatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. Drive to client locations - company vehicle is provided to facilitate employee travel between job sites and personal use of company vehicle is not allowed.
Seasonal PT Client Associate TravisMathewSeasonal PT Client AssociateSouthlake, TexasInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
US Private Bank - Employee & Client Experience - Program Manager - Associate JPMorgan Chase & CoUS Private Bank - Employee & Client Experience - Program Manager - AssociatePlano, TXThe Program Manager will aggregate and analyze feedback from multiple listening posts-including Tell Us, client complaints, and survey programs-to identify trends, root causes, and emerging pain points. 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 Success Senior Associate JPMorgan Chase & CoClient Success Senior AssociatePlano, TXThis role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Client Success Associate (Spanish Speaking) GartnerClient Success Associate (Spanish Speaking)Irving, TXThe NCE team utilizes Gartner assets, coupled with our gartner.com platform, to provide a valuable client experience that starts with a prospect demonstration by an NCE Insights Platform Walkthrough specialist, moves to an extensive client onboarding experience by an NCE Client Onboarding Specialist and transitions seamlessly to a service delivery associate for ongoing support. We've been recognized by Fortune as one of the World's Most Admired Companies, named a Best Place to Work for LGBTQ Equality by the Human Rights Campaign Corporate Equality Index and a Best Place to Work for Disability Inclusion by the Disability Equality Index.
Client Success Associate (Bilingual Spanish / English Speaking) GartnerClient Success Associate (Bilingual Spanish / English Speaking)Irving, TXThe NCE team utilizes Gartner assets, coupled with our gartner.com platform, to provide a valuable client experience that starts with a prospect demonstration by an NCE Insights Platform Walkthrough specialist, moves to an extensive client onboarding experience by an NCE Client Onboarding Specialist and transitions seamlessly to a service delivery associate for ongoing support. We've been recognized by Fortune as one of the World's Most Admired Companies, named a Best Place to Work for LGBTQ Equality by the Human Rights Campaign Corporate Equality Index and a Best Place to Work for Disability Inclusion by the Disability Equality Index.
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.
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.
Client Service Manager - Loan Services, Associate Vice President Apex GroupClient Service Manager - Loan Services, Associate Vice PresidentDallas, TXWith 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.
J.P. Morgan Wealth Management - Associate, Client Safeguarding Lead JPMorgan Chase & CoJ.P. Morgan Wealth Management - Associate, Client Safeguarding LeadPlano, TXPartner cross-functionally with Wealth Management Client Operations, advisors, servicing teams, risk/control partners, Global Securities & Investigations 'GSI', and/or other partner areas to resolve issues efficiently and protect client assets. As a Client Safeguarding Lead within the Wealth Management service organization, you will serve as a front-line, specialized escalation resource responsible for fraud/scam, AML-related concerns, and Elder/Vulnerable Person (EVP) escalations routed through service channels.
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.
Private Client Process Analyst, Senior Associate JPMorgan Chase & CoPrivate Client Process Analyst, Senior AssociatePlano, TXAs a Business Analyst within the JPMorgan Private Client team, you'll step into a leadership role, leveraging your strong analytical and problem-solving skills, along with a keen intellectual curiosity and a hands-on approach to diverse tasks. Additionally, you'll work with peer groups across the Consumer and Community Bank, Asset & Wealth Management Lines of Business, and other cross-functional teams to plan, coordinate, and deliver key initiatives.
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.
NewClient Relationship Associate R&R Human Resources SolutionsClient Relationship AssociatePlano, TXFull timeAtlas Advisory Group , a boutique wealth management firm, located in Plano, TX , is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. Case Management: Manage cases that at different stages, proactively provide assistance needed to push the cases forward.