UNKNOWN

FEED

Responsibilities: Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience Responsible for the account establishment process by preparing, opening and processing new client paperwork Accountable for ensuring key client information and documentation is up to date Interact with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity companies Responsible for facilitating money movement requests, account research, data entry, client onboarding/offboarding Responsible for resolving client issues and processing various account maintenance requests in a timely manner Strategically partner with the Wealth Advisory team and other team members to research information needed to prepare documents for client meetings Establish and maintain ongoing relationships with clients. Qualifications: 3+ years client-focused operations experience required, preferably at an RIA, broker/dealer or similar firm Confidence to work directly with senior leaders and high-net worth clients Proven success solving problems and working under pressure in a fast-paced environment Reliable, organized and deadline driven Dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work Previous experience with Salesforce and multiple custodial relationships a plus Efficient computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required Knowledge of office administrator responsibilities, systems and procedures.

BakerAvenue

Client Service Associate

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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

The Client Service Associate will partner with the Centralized Investment Operations team as well, and Wealth Advisors to ensure clients receive high-touch service and their financial transactions/money movements are processed in a timely/accurate manner. Client Service Associate Responsibilities, continually expanding and changing: As a Client Service Associate, you will be responsible for supporting the firm’s Advisors and Clients directly.

International Search Consultants

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A Senior Associate or Supervisor on the Private Client Services team plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision. They are a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.

YEAR

Weaver

Tax Senior Associate Or Supervisor - Private Client Services

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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. <br><br>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

By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you’ll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge

Client Services Associate

The Client Service Associate supports financial advisors with high-level administrative and operational tasks, coordinates client meetings, manages account and service requests, and ensures smooth office operations. Exhibit working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, and charitable giving practices.

HOUR

Wealth Enhancement Group LLC

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

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

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.

Client Service Associate - Symphony Wealth Group

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.

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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.

Collectors Universe, Inc.

Client Services Associate, Beckett

JPMorgan Chase & Co

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. POSITION DESCRIPTION: This position will share responsibilities that support multiple departments and business functions with others in a similar role, providing an opportunity to interact with and understand multiple processes and disciplines in a dynamic private banking business model.

Tolleson Wealth Management

Client Service Associate, Private Banking

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

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.

Collectors Holdings, Inc.

In this role, you'll work directly with clients to understand their research needs and connect them with industry experts who can provide valuable insights on companies, markets, and emerging trends. You'll operate in a fast-paced, high-performance environment where no two days look the same, developing commercial skills that can serve as a launchpad for a wide range of career paths.

Selby Jennings Ltd

By connecting clients with industry experts and hard-to-find market intelligence, they help decision-makers move faster and make better-informed business decisions. Our client is a global expert network and business insights firm that partners with many of the world's leading private equity firms, hedge funds, consultancies, and corporations.

Client Services, Associate

By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Client Service Associate Jobs in Dallas, TX

Client Service Associate BakerAvenue

Client Service Associate – Entry Level Fisher Investments

Client Service Associate International Search Consultants

Tax Senior Associate Or Supervisor - Private Client Services Weaver

Retirement Client Service Associate The Charles Schwab Corp

Client Services Associate Third Bridge

Client Service Associate Wealth Enhancement Group LLC

Client Service Associate Morgan Stanley

Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent Advisor

Client Service Associate - Symphony Wealth Group Kestra Financial Independent Advisor

Client Service Associate JPMorgan Chase Bank, N.A.

Client Services Associate, Beckett Collectors Universe, Inc.

Client Service Associate JPMorgan Chase & Co

Client Service Associate, Private Banking Tolleson Wealth Management

Client Service Associate Jackson Hewitt - 2861

Client Services Associate, Beckett Collectors Holdings, Inc.

Client Services Associate Selby Jennings Ltd

Client Services, Associate Selby Jennings Ltd

Associate, Client Services - January 2027 Third Bridge

Associate, Client Services - 2027 Start Dates Third Bridge

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