1,744 Results for

Client Service Associate Jobs in Dallas, TX

Jobs

New!

Dallas, TX4 days ago

$120,000–$150,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information 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.

New!

Dallas, TXToday

Remote

$145,000–$160,000 Per Year

p>The Associate Director of Client Strategy will play a pivotal role in crafting outcome-driven strategies and industry best practices for our customers and prospective customers seeking to use Later, enabling the company to unlock revenue impact from those accounts.

By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue.

New!

Dallas, TXToday

$146,000–$200,000 Per Year

p>A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

New!

Dallas, TX4 days ago

$120,000–$160,000 Per Year

Information 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. As an integral part of our team, you will have the opportunity to work with leading practitioners in the field, engage with high-profile clients, and make a significant impact on legal issues that matter.

New!

Dallas, TX4 days ago

$150,000–$210,000 Per Year

Committed to delivering exceptional client service and embracing innovation, this firm strategically employs advanced technology and maintains a keen awareness of the dynamic legal environment to effectively serve a broad spectrum of clients across diverse industries. Information 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.

New!

Dallas, TX4 days ago

$115,000–$160,000 Per Year

Information 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 team is recognized for handling complex, high-stakes litigation across a variety of industries, with particular strength in construction and insurance defense.

New!

Dallas, TX4 days ago

$100,000–$170,000 Per Year

New!

Dallas, TX4 days ago

$120,000–$140,000 Per Year

Information 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. The successful candidate will be responsible for handling all aspects of construction litigation cases, ranging from initial client consultation to settlement or trial.

New!

Dallas, TX4 days ago

$225,000–$450,000 Per Year

New!

Dallas, TX4 days ago

$225,000–$450,000 Per Year

Information 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. This role offers exposure to a wide range of deal types and the opportunity to work closely with sponsors, companies, and internal deal teams across all stages of transactions.

New!

Dallas, TX4 days ago

$215,000–$435,000 Per Year

Information 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. With access to cutting-edge matters and a commitment to work-life balance, we empower our attorneys to build rewarding careers while making a meaningful impact.

New!

Dallas, TX4 days ago

$190,000–$215,000 Per Year

New!

Dallas, TX4 days ago

$55,000–$65,000 Per Year

Information 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. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

New!

Dallas, TX4 days ago

$140,000–$200,000 Per Year

Information 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. Proven experience in handling high net worth divorces, annulments, child custody/support, prenuptial agreements, and adoption.

New!

Dallas, TX2 days ago

$310,000–$420,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Canadian residents may access our policies in English here and in French here.

Dallas, TX30+ days ago

li>Build and maintain strong working relationships with 7-Eleven Field Operations Advisors (FOAs) and field leadership teams to support executional alignment and account objectives. The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance.

New!

Dallas, Texas3 days ago

Full-time

p>Pay Transparency: .

Preferred Qualifications: .

New!

Dallas, TX2 days ago

Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients .

New!

Dallas, TX3 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

New!

Dallas, TX1 day ago

p style="text-align:left">Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings.

Dallas, TX20 days ago
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.

Frisco, TX30+ days ago
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.

Dallas, TX30+ days ago
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).

Dallas, Texas10 days ago
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).

Dallas, TX9 days ago
$54,000–$65,000 Per 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.

Plano, TX27 days ago
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.

Dallas, TX30+ days ago
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.

New!
Westlake, Texas4 days ago
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.

New!
Westlake, TX1 day ago
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.

Plano, TX30+ days ago
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.

Plano, TX30+ days ago
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.

Plano, TX24 days ago
We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong organizational, interpersonal, and communication skills. Technical Proficiency: Proficient in Microsoft Office Suite (Word, Outlook, some PowerPoint) and experienced with CRM platforms and workflows.

Plano, TX30+ days ago
Full-time
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.

Dallas, TX30+ days ago
Full-time
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.

Frisco, TX30+ days ago
$65,000–$80,000
Prospect vetting – 15min structured phone calls with prospects to gather info before passing them on to an advisor (NOT COLD CALLING – these prospects reach out to us and schedule intro calls). Account Transfers – execute acct opening checklist, initiate and track ACATs, prepare and send forms to clients, communicate with clients along the process.

Grapevine, Texas30+ days ago
p>LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking a Client Service Associate to support a collaborative wealth management team by assisting with client meeting preparation, follow-up, and ongoing client service needs.
LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, built for people who want to do meaningful work in an environment where character, contribution, and collaboration truly matter.

Plano, Texas9 days ago
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Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. .
Contribute to the renewal process by delivering timely and high-quality solutions to clients. .

Dallas, Texas30+ days ago
The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview:
Join a team that values service, collaboration, and growth.

Frisco, TX30+ days ago

Dallas, TX10 days ago
$77,000–$102,000 Per Year
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.

Dallas, TX18 days ago
$77,000–$102,000 Per Year
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.

Dallas, Texas30+ days ago
With 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.

Dallas, TX30+ days ago
This 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.

Westlake, TX22 days ago
2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs.

Dallas, TX30+ days ago
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 long‑term success.

Dallas, TX17 days ago
p>My Utilities has revolutionized one of the most stressful processes — moving into a new home — 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.

Dallas, TX30+ days ago
$79,000–$115,000
You'll be ensuring the successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning.

Dallas, TX30+ days ago
$97,500–$135,500
You'll be ensuring successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning.

Dallas, Texas28 days ago
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.

Plano, TX30+ days ago
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.

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Client Service Associate Jobs in Dallas, TX

Associate, Transaction Advisory Services Jobot

Associate Director, Client Strategy - Remote Later

Tax Senior Manager, Private Client Services bdo consulting

Associate Attorney Jobot

Litigation Associate Attorney Jobot

Associate Attorney | Construction Litigation Jobot

Associate Attorney - Commercial Litigation Jobot

Associate Attorney - Construction Litigation Jobot

Private Credit Associate Attorney (2-6 Yrs Exp) Jobot

Corporate Associate (M&A/PE Focus) (2+ yrs Exp) Jobot

Capital Markets Associate Attorney (3 - 6 Yrs Exp) Jobot

Commercial Litigation Associate/Attorney (Insurance Defense) Jobot

Architectural Project Associate Jobot

3 - 7 year Family Law Associate Jobot

Trademark Associate Attorney Vaco LLC

Associate National Account Manager Swisher International, Inc.

Retail Customer Service Associate FedEx

Senior Client Specialist First Horizon Bank

Senior Private Client Relationship Manager First Horizon Bank

Quality Control Associate HITT Contracting

Client Service Associate Non Registered Stifel Financial Corp

Registered Client Service Associate (Frisco, TX) Raymond James Financial Inc

Registered Client Service Associate Morgan Stanley

Client Service Associate Morgan Stanley

Client Service Associate Edelman Financial Engines LLC

Wholesale KYC - Client Service Associate - Payments JPMorgan Chase & Co

Client Service Associate Hilltop Holdings Inc

Client Services Associate SPS-North America

Client Service Associate SPS-North America

Wholesale KYC - Client Service Associate - Payments JPMorgan Chase Bank, N.A.

Client Services Associate (Plano, TX) Collectors Holdings, Inc.

Client Service Associate-Plano, Texas RK Partners

Client Service Associate JPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX JPMorgan Chase Bank, N.A.

Client Service Associate RIA Recruiting

Client Service Associate Ameriprise Financial

Commercial Lines Client Service Associate (Small Business) Gallagher

Client Service Associate Gallagher

Client Services Associate Solais Lighting, LLC

Associate, Client Services - 2027 Start Dates Third Bridge

Associate, Client Services Third Bridge

Client Service Manager - Loan Services, Associate Vice President Apex Group

Associate, Client Service ALM First Analytics, LLC

Associate, Core Service International Client Services (Mandarin/Cantonese Required) The Charles Schwab Corp

Senior Associate [Client Advisory & Management Services Group] CohnReznick LLP

Associate Account Manager- Client Services MyUtilities

Associate - Client Service Matter Family Office

Senior Associate - Client Service Matter Family Office

Senior Tax Associate – Private Client Services Andersen

Client Service Senior Associate JPMorgan Chase & Co

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