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1,254 Results for

Client Associate Jobs in Denton, TX

United States of America

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30+ days ago

Frisco, TX

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

30+ days ago

McKinney, TX

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply Ɨ To proceed with your application, you must be at least 18 years of age.

30+ days ago

Southlake, TX

Responsibilities: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 Ɨ To proceed with your application, you must be at least 18 years of age.

21 days ago
Wells Fargo & Co logo

DALLAS, TX

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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

28 days ago

Dallas, TX

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.

20 days ago

Frisco, TX

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

30+ days ago

Plano, TX

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.

30+ days ago
Morgan Stanley logo

Dallas, TX

Our 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).

30+ days ago

The Colony, Texas

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

15 days ago

McKinney, TX

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

30+ days ago

McKinney, TX

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply Ɨ To proceed with your application, you must be at least 18 years of age.

13 days ago

Dallas, TX
  • $54,000ā€“$65,000 / year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

9 days ago

Plano, TX

As a Senior Product Associate - Engage and Deepen in Business Banking in the SMB Client & Frontline Experiences (SMB CFX) organization, you will play a pivotal role in shaping and delivering solutions for our clients and frontline employees. Working knowledge of AI/LLM tools (e.g., ChatGPT and similar platforms) and experience applying them regularly to improve productivity and quality in product work (e.g., drafting requirements/user stories, summarizing feedback, and accelerating research and documentation).

13 days ago

Plano, TX

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.

27 days ago

Plano, TX

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. Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you''ll lead the charge in delivering exceptional treasury and banking product implementations.

30+ days ago

Plano, TX

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. Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where youll lead the charge in delivering exceptional treasury and banking product implementations.

30+ days ago

Southlake, Texas

Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real lifeā€”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.

30+ days ago

Dallas, TX

This position will assist in servicing a large client base that is continually growing and provide remote, scalable and compliant administrative and client-service support to independent registered representatives to enhance client experience, reduce administrative burden, and improve operational consistency. Provide administrative support to assigned Registered Representative(s) including, client onboarding and account opening, preparing and reviewing client documents, handling client account maintenance requests, assisting with marketing and client and prospect presentations.

30+ days ago

TX

p>High School Diploma or equivalent 1+ year of customerā€‘facing experience (with increasing responsibility as proficiency grows) Excellent verbal and written communication skills 2+ years of general computer usage, including webā€‘based applications and Microsoft Office or related tools Strong customer service and relationshipā€‘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 preā€‘/postā€‘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.

7 days ago

Plano, TX

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.

30+ days ago

Dallas, Texas

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.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS.

28 days ago

Plano, TX
  • 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.

30+ days ago

Dallas, TX
Remote

The successful candidate will have: Bachelors or Masters in Accounting/Taxation preferred CPA, JD or EA not required but preferred 3-5 years experience in a public accounting firm 1+ year of supervisory experience Ability to lead, manage and develop staff in a highly interactive team environment Strong knowledge and experience with Excel Solid working knowledge of Microsoft Office and Quickbooks Online * Exceptional organizational, communication and presentation (verbal and written) skills Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. CAMS works directly with business owners, CFOs, and leadership teams, acting as an extension of the client's internal finance function while leveraging technology and best practices to scale operations and drive longā€‘term success.

30+ days ago

Dallas, TX

p>My Utilities has revolutionized one of the most stressful processes ā€” moving into a new home ā€” by making it easy to select and establish all of the utility services customers need: electricity, internet, cable/TV, security, insurance, gas, and water. Your day-to-day responsibilities will include:

  • Serve as a key point of contact for a portfolio of accounts, supporting their onboarding and ongoing needs.

17 days ago

Plano, TX

You'll work closely with senior leaders and key stakeholders, partnering across Sales, Finance, and Business Management to help develop and implement client profitability models aligned to business objectives.

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.

7 days ago

Plano, TX

You will serve as a primary client contact for documentation requests and follow-ups, while independently driving issue resolution across internal partners (Sales/Client Manager, Credit/Underwriting, KYC, Party Central, Processing, and Closing) to ensure timely execution.

Become part of a team supporting Commercial Term Lending by owning end-to-end document collection and file readiness for complex, time-sensitive post-closing requests, partnering with clients and internal stakeholders to drive timely, high-quality execution!

10 days ago

Irving, TX

What 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.

30+ days ago

Plano, TX
  • $45,570ā€“$74,865 / year

li>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.

  • Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms: Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Tableau, Salesforce.

    • 30+ days ago

    Lewisville, TX

    Pre-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.

    27 days ago

    Plano, TX
    • $41,000ā€“$75,000 / year

    Review Experience Reports with Sales Representatives for the Select Market; Package/deliver appropriate reports based on Sales Representatives authorization; Understand, interpret, and clearly communicate renewal rates, options, and add issue quotes to the Producer/Assistant. This 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 Guardians jobs website (Careers at Guardian at https://www.guardianlife.com/careers).

    30+ days ago

    Plano, TX

    li>

    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.

    • 30+ days ago
    New

    Plano, TX

    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.

    3 days ago

    Lewisville, TX

    p>Pre-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.

    30+ days ago

    Plano, TX

    You 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.

    ā€¢ Bachelor's degree Business/Accounting/Finance or related field ā€¢ Minimum 3 years of Sales and Use tax experience ā€¢ 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.

    30+ days ago

    Plano, TX

    As a decision maker, you''ll determine if merchants qualify for volume increases and whether Merchant Services will continue conducting business with the merchant or process adverse actions to mitigate fraud and risk exposures.

    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.

    7 days ago

    Dallas, TX

    p>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

    The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.

    30+ days ago

    Dallas, TX

    The Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data analysis to support lenders and consumers updating credit information used in the lender's home loan underwriting process. Cotality 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.

    21 days ago
    New

    Westlake, Texas

    p>The Client Services Associate/Asset Management role includes receiving, sorting, and then classifying hardware assets, Receiving and inspecting incoming hardware assets, shipping and receiving products, Sort and classifying hardware based on predefined categories, Maintaining accurate records of all hardware assets, Ensuring proper storage and handling of hardware assets and supplies to support the onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.

    SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.

    4 days ago
    New

    Westlake, TX

    In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.

    SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.

    1 day ago

    Plano, TX

    Positioned at the intersection of product and sales, this role partners closely with Treasury Management Sales to pitch, compete, and close complex opportunities-tailoring Commercial Card and B2B Payables solutions to meet client needs across their lifecycle.

    • 3+ years in enterprise solutions consulting, sales engineering, implementation consulting, or quota-carrying sales supporting Payments, Commercial Card, or B2B Payables-with exposure to complex, multi-stakeholder deals and measurable commercial impact.

    29 days ago

    Bedford, TX
    • Full time

    Establishing relationships for the #1 firearms auction house in the world, Acquisitions Associate is responsible for differentiating to potential clients why Rock Island Auction Company (RIAC) is the best place to consign firearms. Acquisitions Associates spend much of their day on the phone, building relationships with clients while explaining the benefits of consigning their items with RIAC.

    30+ days ago

    Dallas, TX
    • $60,000ā€“$81,320 / year

    p>What you will do:

    • Work 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.

    16 days ago

    TX
    • $62,770ā€“$118,990 / year

    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.

    25 days ago

    Frisco, TX

    p>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.

    30+ days ago

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