UNKNOWN

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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

PART_TIME

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, LLC

Client Support Associate

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.

YEAR

Baker Tilly Virchow KrauseLLP

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

FULL_TIME

OTHER

Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. 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.

JPMorgan Chase Bank, N.A.

Client Service Associate

equestftpin

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. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

Morgan Stanley

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148671BRTexasUSAInfosys Public Services, Inc Associate Engagement ManagerIPS USA Austin, TX, Richardson, TXCommunications, Hi -Tech, Sales & Fulfillment ( Order Management)Domain|Sales|After Sales & Service, Domain|Sales|Sales Planning, Process|Project Management|Request For Proposal (RFP)State of Texas Public Sector Sales Leader. The ideal candidate brings executive presence, strong relationships, disciplined pipeline leadership, and a track record of closing complex consulting, systems integration, and managed services opportunities.

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<h1>Infosys is a global leader in next-generation digital services and consulting. We enable clients in 45 countries to navigate their digital transformation.</h1>
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<p>With over three decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.</p>
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Infosys Ltd

Associate Manager - Client Services

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. You will be the commercial catalyst for our Dallas practice, identifying project leads, tracking municipal procurements, and opening doors with commercial real estate developers, general contractors, architects, civil engineers, and public agencies.

Vertex Resource Group Ltd.

Partner with client service teams, Practice Operations, and Account Management to monitor profitability, receivables, unbilled balances, expenses, and key financial metrics, identifying risks and driving corrective actions. Responsibilities: Serve as the primary Engagement Management contact for designated Chairmans accounts and other premier clients, providing end-to-end financial support including engagement setup, maintenance, billing, collections, reporting, and closeout activities.

KPMG International Cooperative

Sr. Associate, EMC Large Client Support (LCS)

About our Private Client Services (PCS) Team: 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. 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.

TAG EisnerAmper, LLC (Inactive)

Tax Senior Associate - Private Client Services

Prepare presentation collateral materials and participate in stand-up presentations where appropriate, along with necessary follow up activities to complete sale. Responsible for processing orders, complete billing, and soliciting new & repeat business while providing excellent customer service to all clients, both internal & external.

Freeman Decorating Services, Inc.

Associate Client Relationship Manager

Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service. You will work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products.

JPMorgan Chase & Co

J.P. Morgan Advisors - Client Service Associate - Dallas, TX

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 Finance Advisors LLC

Client Experience Associate

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.

Farther

Client Transitions Associate

GreenHouseAPI

Senior Client Experience 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)

They ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers.

Citigroup Inc

Client Experience Associate SAFE Act, AVP - Dallas, TX

Citigroup Inc.

Client Experience Associate Safe Act, AVP - Dallas, TX

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

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Client Associate Jobs in Mckinney, TX

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

Client Support Associate Springline Advisory, LLC

Sr Associate - Client Accounting Services, Oil & Gas (Upstream Energy) Baker Tilly Virchow KrauseLLP

Client Service Associate JPMorgan Chase Bank, N.A.

Client Service Associate Morgan Stanley

Associate Manager - Client Services Infosys Ltd

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

Sr. Associate, EMC Large Client Support (LCS) KPMG International Cooperative

Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)

Associate Client Relationship Manager Freeman Decorating Services, Inc.

J.P. Morgan Advisors - Client Service Associate - Dallas, TX JPMorgan Chase & Co

Client Experience Associate Farther Finance Advisors LLC

Client Transitions Associate Farther

Client Experience Associate Farther

Senior Client Experience Associate Farther

Client Success Associate (French Speaking) Gartner

Client Experience Associate SAFE Act, AVP - Dallas, TX Citigroup Inc

Client Experience Associate Safe Act, AVP - Dallas, TX Citigroup Inc.

Client Services Associate Federal Home Loan Bank of Dallas

Client Service Associate Farther Finance

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