UNKNOWN

ADAPTED_NOW

OTHER

Provide high-quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.
 
Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.

Kforce Inc.

Client Support - Associate (Hybrid)

kforce

FEED

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.

HOUR

Client Support Associate

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FULL_TIME

Jackson Hewitt - EKO

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.

Oppenheimer & Co. Inc.

Client Service Associate (Fort Worth, TX)

clearcompany

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.

Kestra Financial Independent Advisor

Client Services Associate - Waterworth Wealth Advisors

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.

YEAR

CSC Group

Associate Client Service Representative

linkup_via_bold

This includes processing transactions such as initiating advances, auctions, capital stock trades, originating wires, initiating letters of credit and associated confirmations, processing safekeeping transactions, term deposits and the regeneration of wire transfer PINs. While performing the duties of this job, the employee is routinely required to utilize cognitive ability; sit and move about the office; speak, read, listen, and write; use hands to finger, handle, or feel objects, tools or controls.

Federal Home Loan Bank of Dallas

Client Services Associate

You'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.

Gartner

Client Success Associate (French Speaking)

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. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther

Senior Client Experience Associate

GreenHouseAPI

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.

Client Transitions Associate

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.

Quest Diagnostics Inc

Client/Lab Associate - Oncology I

Working closely with branch leadership, Operations Support, Bank Compliance, Bank Risk & Quality Control, and Internal Audit, the Bank Client Service Associate Manager helps identify and mitigate operational risk, supports process consistency, and ensures key controls operate effectively. As a leader and brand ambassador for First Command, the Bank Client Service Associate Manager leads by example, promotes value driven leadership, supports client adoption of alternative banking channels, and helps deliver a seamless, compliant, and high-quality banking experience.

First Command Financial Services, Inc.

Associate Manager Bank Client Services

Associate Manager, Bank Client Services

silkroad ATS feed

Oppenheimer Holdings Inc

Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, preparing tax returns, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - 2861

Client Service Associate

sourcestack_via_bold

As a CSA, you will provide extraordinary service and solutions to clients while working for a division of Schwab that is leading the industry in servicing retirement plans through intermediary relationships. Capability to multi-task, actively listen, assess client needs, research information, and provide clients with outside of the box" options.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Retirement Client Service Associate

The 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. Research prospective and existing companies, C-Level executives, business trends, and competitive intelligence to prepare relevant and tailored Gartner resources to drive impact.

Gartner Inc

Client Success Associate, Onboarding - (French Canadian/English)

Client Success Associate (Bilingual Spanish / English Speaking)

The 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 Associate Jobs in Fort Worth, TX

Client Support - Associate (Hybrid) Kforce Inc.

Client Support Associate EKO

Client Support Associate Jackson Hewitt - EKO

Client Service Associate (Fort Worth, TX) Oppenheimer & Co. Inc.

Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent Advisor

Associate Client Service Representative CSC Group

Client Services Associate Federal Home Loan Bank of Dallas

Client Success Associate (French Speaking) Gartner

Senior Client Experience Associate Farther

Client Transitions Associate Farther

Client/Lab Associate - Oncology I Quest Diagnostics Inc

Associate Manager Bank Client Services First Command Financial Services, Inc.

Associate Manager, Bank Client Services First Command Financial Services, Inc.

Client Service Associate (Fort Worth, TX) Oppenheimer Holdings Inc

Client Service Associate Jackson Hewitt - 2861

Client Support Associate FTR

Retirement Client Service Associate The Charles Schwab Corp

Client Success Associate, Onboarding - (French Canadian/English) Gartner Inc

Client Success Associate (Bilingual Spanish / English Speaking) Gartner

Client Success Associate (Spanish Speaking) Gartner

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